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Building a Profitable Cash Flow Forecasting Service

As firms across the US invest in cash flow forecasting technology, the accounting profession seems to be responding to an underserved demand among small business clients.
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The problem with CPE, even webinars, is that it can get very expensive to take these classes. However, this year I’ve been on a quest to...
Last week I was at a client to help them close the second quarter of the year. They do all of their own data entry and account...
In this post, I share my thoughts on creating packages, Service Agreements and pricing. In Part 2 , I discussed Fixed Fee pricing vs. Value...
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There are several ways to transfer assets to your children. However, some are either not tax advantageous or not a smart way to give a...