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 […]

Advisory Services is all about the people.
Posted 21 May by Blaine Bertsch in Advisory, Tools and Resources

You may be a CPA, but you’re in the people business now! Nowadays, it’s easy to lose sight of what is important when you consult with clients all the time. But at the heart and core of your business engagement is people working together for a better end result. How you manage yourself and your […]

What is Business Accounting?
Posted 14 April by Barb Easter in Accounting, Bookkeeping, Tools and Resources

An overview of business accounting and management accounting. Business Accounting and Management Accounting are more intuitive than general accounting. They consider more aspects of running a business than just keeping track of the numbers on a spreadsheet. In this article, we’ll provide some definitions of the different types of accounting, and how they are important […]

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 […]

Your website says “Cash Management” but you don’t offer it – really..
Posted 31 March by Jeremy Burke in Accounting, Advisory, Cash Flow, Tools and Resources

Cash management involves the collection and management of cash flows. Like many aspects of life, it is important to both individuals and businesses. It is a key to a company’s financial stability. In addition to being a valuable component of a total wealth portfolio, cash is also indispensable for financial stability for individuals. However, many […]

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 […]