Understanding the difference between Consulting, Advisory, and Implementation
Posted 21 January by Blaine Bertsch in Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

A tale of Scope Creep. When you say “consulting” something slightly different comes to mind for everyone. This is because there are different types of consultants and even the “same type of consultants” goes about their process a little differently.  Many consultants like to stay on the fringe of their clients’ business while providing a […]

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 […]

My business’s cash flow is failing: What do I do?
Posted 21 January by Barb Easter in Accounting, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Cash flow is the life of a business. Unless you are running a tech startup that was designed to burn heavily through cash to grow as quickly as possible, the stream of money you have dictates how well the business is performing. These problems happen to small and large businesses alike. They can hit us […]

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 […]

Are Your Clients Bad Business Habits Hurting Your Business?
Posted 21 January by Jeremy Burke in Accounting, Advisory, Bookkeeping, Budget, Cash Flow, Entrepreneur, Small Business

Certified Public Accountant (CPA) firms can never guarantee the skillset or business acumen of their clients. In fact, a business’ lack of financial management structures tends to be one of the top reasons for consulting with a CPA in the first place. While CPAs will always be, by definition, financial problem solvers, a lack of […]

Ready for Cash Flow Management with your CPA?
Posted 21 December by Jeremy Burke in Accounting, Advisory, Cash Flow, Entrepreneur, Small Business

How to work with your CPA Firm on new and exciting services in 2021.  Just like your business, your CPA Firm has started to diversify its service offerings. Not only to take on the behemoth of a year that was 2020, but to continuously evolve and provide the best possible service to their clients (that […]