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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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Dec 6th 2019
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Put your money where your love is. - Grateful Dead, “ Loser ” The term “Millennial” is widely used to refer to people under 40; however, it...
Dec 2nd 2019
Frequently, CPAs look down on marketing as being unprofessional or feel that they simply don’t have the time or resources to do it. But the...
Dec 2nd 2019
In the almost 30 years we’ve been helping CPA firms with succession issues inarguably the most frequent questions we get asked are: What’s...
Nov 26th 2019
I’ve worked side by side with my husband, Steve, throughout my career. Our work relationship led to our romantic partnership. In the...