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 […]

Service-based Businesses Require People Needing Services
Posted 12 February by Blaine Bertsch in Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Why your business should offer cash management advisory to avoid chasing new clients.  ROI Rule Number 1: Not offering cash management advisory services to your current clients will almost 100% ensure your business gets stuck in a hamster wheel effect. Meaning, you’ll be stuck following a rather monotonous, repetitive, unfulfilling activity, and not achieving much […]

What to look for in a good Cash Management Advisor
Posted 29 January by Jeremy Burke in Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Looking after cash flow is one of the most important ways for a company to assess the health of the business. It’s not a complicated metric but having the processes in place to accurately keep track of it is critical to everyday business. A competent cash management advisor needs the knowledge to understand what is […]

Rewinding Cash Flow Advisory
Posted 26 January by Jeremy Burke in Accounting, Advisory, Cash Flow, Entrepreneur, Small Business, Tools and Resources

Why the first steps to cash flow advisory should have started 5 years ago…  Given the current economic situation due to the COVID-19 Pandemic, many businesses and partner services are scrambling to catch up on cash flow advisory.  No one knows when the world will truly recover and the economy will start looking up, which […]

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 […]