Approach Strategies: Selling Advisory to Clients
Posted 08 July by Jeremy Burke in Advisory, Cash Flow, Tools and Resources

How to expand your services with existing AND new clients.  Accountants often do not understand the necessity of selling their expanded services to their existing customers. Let alone prospective ones. Lucky for you, there are three key strategies and ideas to help you succeed when selling advisory services! We know that you’re already busy helping […]

Modelling Risk Mitigation
Posted 07 July by Jeremy Burke in Cash Flow, Tools and Resources

In the past, defining political risk was relatively straightforward. Today, however, it can arise from a variety of sources, including citizens making videos on cell phones, city officials passing ordinances, terrorists, cybercriminals and more. Our supply chains are longer, more vulnerable (as we have witnessed since COVID started); the geopolitical environment is more crowded and […]

Heal Your Business by Adopting a Customer-Centric Approach
Posted 07 July by Barb Easter in Advisory, Culture, Tools and Resources

How connecting with your customers can drastically improve your CPA business.  Many businesses have trouble seeing beyond their own internal issues and processes. It is essential that companies maintain a customer-centered approach to business and strive to minimize their own issues to better serve their clients before they find someone else who will.  Organizations and […]

What’s Your Story? Why did you want to get into Cash Management?
Posted 16 June by Jeremy Burke in Advisory, Tools and Resources

Let’s think to the greater good of better ideas and better horizons for our CPA Firms. Reflecting on our business and our choices is always a good idea. Don’t spend all your time doing it, but a certain level of reflection is necessary in order to make choices that will successfully affect your business and […]

Next Generation Accountants
Posted 22 May by Jeremy Burke in Accounting, Tools and Resources

Thoughts on the next generation of accountants, from an accountant. Who is the next generation? The next generation of accounting isn’t today’s students or recent graduates. Accounting does not lend itself to easy learning; there are many nuances. To fully comprehend accounting and have breadth or depth of knowledge, it will take years of experience […]

Cash Management: Work of Art & Science
Posted 21 May by Barb Easter in Accounting, Advisory, Bookkeeping, Cash Flow, Tools and Resources

Managing cash shouldn’t be a shot in the dark.  The idea that managing cash can be a scientific process and a form of art should not be a foreign thought. Many factors and nuanced influences are involved from the advisor providing the service.  When you are providing cash management services, think of yourself as a […]