Business Case: Medical Practice
Posted 17 January by Barb Easter in Advisory, Case Studies, CFO

Just like other organizations, medical practices seek awareness of short-term gaps to avoid cash flow shortages and need a way to communicate operations to colleagues and staff. Typical Case Established a multi-practitioner medical office experiences volatility in payables, receivables, and expenses due to the timing of insurance payments, patient refunds, and large biweekly payroll expenses, […]

2020 Vision: Plan your Xero-Driven Advisory Practice Now
Posted 07 January by Barb Easter in Accounting, Advisory, Cash Flow, CFO

While it’s mid-year – not New Year – for your client files, CPAs can leverage the “best foot forward” phenomenon that calendar new year brings to promote high-value cash flow advisory services in a way that is comfortable and profitable for both parties. Leverage Tech Time Savings Xero enables CPAs to use cloud tech to […]