Understanding the thought chain of handling an emergency cash shortage
Posted 14 April by Blaine Bertsch in Budget, Cash Flow, Entrepreneur, Small Business

The thought of going through an emergency cash shortage is at best, terrifying. Especially since for many businesses, if happened not so long ago due to the COVID crisis.  While businesses focused on protecting their employees as best they could, the underlying damage to the economy became stronger with every passing day. But one thing […]

Dare To Try – Do It Now!
Posted 31 March by Jay Owen in Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Becoming an Advisor is a risk that is worth the effort. Some risks are worth the effort. Becoming an Advisor is one of those risks.  Now more than ever before, businesses need the support of advisors. With the economy falling apart and not recovering fast enough it is sound business advice to evolve your business […]

Best Practices: Internal Fraud
Posted 24 March by Jay Owen in Accounting, Advisory, Entrepreneur, Small Business, Tools and Resources

Best practices on securing business against internal fraud. Small and mid-sized companies are more likely to experience fraud than larger organizations, and the damage from fraud on these companies can be much more impactful. The majority of this fraudulent activity involves theft, or misappropriation of assets. Employees are typically the ones who commit these thefts […]

No One is an Expert at Cash Flow Advisory… Yet
Posted 16 March by Jeremy Burke in Accounting, Advisory, Entrepreneur, The Forecast

Did you know that to be considered an “expert” you need to have invested at least 10,000 hours into the subject? Since specialized cash flow advisory services haven’t been popular for long enough to have someone with over 10,000 hours dedicated to it, technically speaking, no one is an expert! And psst, since you’ll ask, […]

How to shorten a cash flow cycle
Posted 16 March by Blaine Bertsch in Accounting, Bookkeeping, Cash Flow, Entrepreneur, Small Business

Methods and practical ways to shorten prolonged cash flow issues. In a turbulent and unreliable economy, cash can make or break your business much quicker than you may anticipate. Between waiting for invoices to be paid or not having enough cash to purchase inventory, whatever the issue, there is likely a reasonable solution out there… […]

How Much Are Clients Willing to Pay for your Advisory Services?
Posted 16 March by Jeremy Burke in Advisory, Entrepreneur, Integrations, Tools and Resources

Understanding what a person or small business is willing to pay for your advisory services is probably one of the biggest challenges facing CPAs today. As advisory services are still relatively new for CPAs to offer, there isn’t a standard set of pricing “rules” and of course, depending on who you want to take on […]