Mike Triantos

As we enter a new year, one thing is clear. Business leaders need accounting services more than ever. Tighter margins,...

Getting Started with Financial Modeling for Clients

When it comes to successfully guiding clients and helping grow their businesses, the best financial and accounting...

Using Key Drivers to Simplify Advisory Communication

Developing the best guidance and strategies for clients is challenging enough. But communicating your ideas can...

7 Mistakes Accounting Firms Make With Annual Planning

The annual planning process is a prime time to deliver value to your clients. It’s one of the best opportunities to...

Tips for Positioning Your FP&A Firm

Financial planning & analysis (FP&A) is something every business owner can benefit from. But showing them the value is...

How to Talk to Clients About Annual Planning

The annual planning process is a prime opportunity for you to create value for your client. Any insight you provide...

Beyond Goals: How Interdependent Data Paints a Fuller Picture

One of the first things you do when kicking off an advisory engagement with a client is get familiar with their goals.

Scale and Optimize Your FP&A Practice with Niche Focus

When it comes to making more money, there’s one tactic that’s often overlooked: specialization.

Businesses of all...

Create Focus in Advisory Conversations With Budget to Actuals

Up to this point, we’ve talked about everything that comes before the data starts rolling in. Now that the actuals are...

Active Financial Forecasting Brings Data to Life

It can feel intimidating when the actual numbers start rolling in. Your predictions are being put to the test and you...