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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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Jun 5th 2019
If you have any clients who run a small business, you probably know the day they launched was one of the highlights of their careers. Yet...
Jun 5th 2019
As an accountant, you’re on the front line to advise your clients on how to regain control over their finances. Adopting best practices and...
May 31st 2019
Picture this: Your client, a pharmaceutical executive, wants to meet with you. They are excited. They want to quit their high-paying job...
May 28th 2019
I often receive letters and emails from retired individuals in need of financial advice. Many of their queries mention that they attended...