Clients

Clients

Don't miss the best in independent strategic advice for running a great practice.  Subscribe now and receive a hand-picked selection of our best content in our newsletter.

Newsletter

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.
Download this Guide
Feb 3rd 2020
Small businesses don't always stay small, and as their accountant you may have been with them since the beginning. It stands to reason they...
Jan 29th 2020
I’d been working on closing a deal with a new client for months, and as he prepared to sign a contract, he said, “Now, when I call, I...
Jan 17th 2020
If you should stand then who's to guide you? –Grateful Dead, Ripple Did you know that over half of millennial business owners in the United...
Jan 16th 2020
What are the signs of a good match? When interviewing potential clients, it’s a good idea to keep in mind certain parameters. The primary...