Mike Triantos

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

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

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

Businesses of all...

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

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

When you hurt your back, you go to a chiropractor. A problem with your foot? You see a podiatrist. Issue with the eye,...

If you took a history class, the teacher likely told you that to understand the present and future, you first need to...

Accountants are experts at working with facts and data. Your deliverables, such as financial statements and tax filing,...

Financial Planning and Analysis (FP&A) services go beyond traditional accounting functions, offering businesses...

Over the last couple of years, FP&A (Financial Planning and Analysis) has grown into one of the biggest revenue drivers...