How To Deliver Bad News To Your Clients
Posted 21 January by Jeremy Burke in Accounting, Advisory, Cash Flow, CFO, Entrepreneur, Small Business, Tools and Resources

No client wants to hear bad news, and no Certified Public Accountant (CPA) firm wants to deliver it. But there’s an art to giving clients bad news in ways that help them understand the issues at play without being intimidated by them and presenting solutions at the same time that make clients feel empowered and […]

Looking at Expert Advisory through the Business Owner lens.
Posted 21 January by Blaine Bertsch in Advisory, Cash Flow, CFO, Entrepreneur, Small Business, Tools and Resources

To advise, or not to advise? (Sorry Shakespeare…) Like it or not, entrepreneurs tend not to be good at calling on advisors/experts in certain areas “telling them what to do”. It’s almost a fact that entrepreneurs tend to be resistant to professionals who were hired to help them improve their business.  But we know that […]

Failing at Cash Flow is Real. Here’s How to Become Profitable Before Failure.
Posted 12 November by Blaine Bertsch in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, CFO, COVID-19, Small Business, Tools and Resources

How to recognize poor cash flow and how you can make sure it won’t be a problem for your small business.  Of the 30% of businesses that fail, the reason almost 82% of those businesses fail is because of poor cash flow management (or lack thereof).  What’s really unfortunate is that 70% of the failed cash flow businesses actually became profitable […]

Finding Strength with Strategic Partners
Posted 29 October by Barb Easter in Accounting, Advisory, Bookkeeping, Cash Flow, CFO, COVID-19, Culture, Entrepreneur, Feature Focus, Integrations, Small Business, The Forecast, Tools and Resources

The covid-19 pandemic has had immense economic impact on all industries. Now more than ever, it is crucial to utilize strong business strategies that help to increase and maintain a consistent cash flow in order to effectively cope with the economic fallout of the pandemic.  Businesses need to focus on building strategic partnerships that add […]

Communication: The Secret Weapon in Managing Client Expectations and Service
Posted 21 October by Barb Easter in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, CFO, Culture, Feature Focus, Tools and Resources

Effectively communicating with your clients is perhaps the best way to separate yourself from the rest of the pack. When it comes to wowing your clients and making them feel special, it’s all in how you talk with them.  Developing strong relationships is vital to solidifying your place in your client’s life and making yourself […]

Building Strong Cash Flow Now & Into the Future
Posted 21 October by Blaine Bertsch in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, CFO, COVID-19, Small Business, The Forecast, Tools and Resources

Cash flow is one of the strongest indicators of the health of your business. It is a useful metric to quickly see how well you are doing, whether or not you are profitable, and how solidly your business can withstand storms. This holds especially true when the waves come crashing down, and the wind is […]