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What is Working Capital and Why Does it Matter?

Find the right level of working capital to grow a healthy business

Working Capital is an important financial metric...

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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...

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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...

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How Vertical Expertise Strengthens CAS Deliverables

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

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How Accountants Can Help Clients With Cash Flow

Cash is king for small businesses. According to a US Bank study, 82% of business owners said the inability to sustain...

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Demystify Financial Projections: Historical Trends Point to the Future

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

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What Clients Really Want in Advisory Services

Many accountants are seeing their roles evolve far beyond crunching numbers and generating financial reports. Clients...

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Pricing and Packaging FP&A Services

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

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5 Tips to Improve Your Financial Storytelling

Crafting a narrative around financial data transforms complex figures into a relatable story.  

Financial...

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