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Partnering for Profit: Accounting Firms and Fractional CFOs

In today's business landscape, many accounting firms are looking to expand their services to include budgeting and...

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Advisory, What's Holding You Back?

As an accountant, we struggle with implementing advisory in our accounting, bookkeeping, and tax firms. I know I did. I...

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5 Ways Financial Reports Can Strengthen Your Relationship With Clients

In business, finances drive strategic decisions, full stop. You know this. Your clients know this. And yet many...

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Improve Your Communication With Financial Reporting Software

According to studies, clients want clear, proactive, actionable advice from their accounting professionals and are...

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Forecasting More Profit Through Valuable Discussions

One way to truly become a Trusted Business Advisor is by offering regular budgeting and forecasting processes, and...

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Finding Bookkeeping Errors for Small Business Owners

Business owners are experts in their own businesses, but they rarely are experts in accounting and bookkeeping....

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How to Survive and Thrive in Business During a Recession

Small businesses are the backbone of the American economy, and during a recession, they are often the ones that suffer...

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I'm an Accountant - Why Am I Interested in Power BI?

Many years ago I worked with the accounting department of a semiconductor manufacturing equipment company. The board...

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An Advisor’s Secret Weapon – The 7 Minute Conversation

I always think it’s funny that it takes me an hour, or 1,300 words in this case, to teach someone how to have a...

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