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 […]

Sales Forecasting & Modelling for Success
Posted 31 March by Barb Easter in Budget, Small Business, The Forecast, Tools and Resources

Understanding sales forecasting and modeling best practices. Sales forecasting is the process of estimating your business’s future sales or revenues. At first, this can sound like a confusing and overwhelming task, but with some application it can be accomplished relatively easily. Forecasting sales is the process of identifying and understanding underlying assumptions and drivers of […]

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 […]

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… […]

Vertical Specific Challenges and How to Handle Them
Posted 03 March by Jeremy Burke in Advisory, Feature Focus, Small Business, Tools and Resources, Uncategorized

Using your CPA expertise to handle challenges that only come with specific verticals.  Do you know your vertical, or your niche? It can absolutely be difficult to find a common denominator amongst all your clients.  If you can narrow it down, that’s great. If not, no worries! We’ll help you find your vertical(s) and determine […]