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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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Sep 9th 2019
To ensure you successfully onboard new customers and keep current ones, make sure you follow these do's and don'ts. Initial Meetings with...
Have you or your clients been talking about Open Book Management? Does everyone in your firm, or your client’s business, know the...
Aug 28th 2019
Accountants can contribute a lot of value to clients by providing them with some level of counsel on allowable closing costs in a 1031...
Aug 27th 2019
Although it is too soon to see what the 2019 numbers will be, one thing is certain: if fewer people continue donating, Not-For-Profits (...
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