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4 Financial KPI’s to Never Ignore

by Jared Ballard

It’s the new year, and you have set some new or revised goals for your business. Excellent! Now...

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7 Tax Season Tips to Survive and Thrive in 2020.

by Jared Ballard

The holidays are winding down, the decorations are getting put away, and you are recovering from...

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Creating a Small Business Budget

by Jared Ballard

  Budget, it’s not a four-letter word, but to some people, it may as well be. You work hard...

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3 Red Flags That Get Attention From The IRS

by Jared Ballard

 How to get an Audit for your Small Business The dreaded A- Word!!!! AUDIT!!! While audits for...

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How to bring clients into the 21st Century

by Jared Ballard

Everyone has at least one of these clients. Utterly uninterested in new technology or pretty much...

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Does Your Financial Reporting Boost Revenue?

by Jared Ballard

Today’s financial reporting goes far beyond what it did in the past. Forget those QuickBooks...

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How saying “no” can make you more successful.

by Jared Ballard

“Really Successful People Say No To Almost Everything” -Warren Buffett Why is saying “no” so...

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3 Purposes of Writing Annual Reports

by Jared Ballard

Can you believe it is October? At my house, the leaves are changing, and the temperature is...

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Time is Money – 3 ways be more efficient.

by Jared Ballard

Time is money. Wasted time means wasted money means trouble. -Shirley Temple The original quote of...

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Create a Financial Story with Your Reports.

by Jared Ballard

Create Reports that are Understood and Appreciated This article could also be titled "Accomplish...

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Make your Annual Report SHINE!

by Jared Ballard

It's coming up on that time of year again. Believe it or not, we are in the last quarter of the...

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Do I need to use Cloud Accounting?

by Jared Ballard

  Unless you have been living under a rock, chances are you have heard the term "Cloud...

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Do’s and Don’ts of Financial Reporting.

by Jared Ballard

Financial reporting is a tough play. We get it. You, as the financial advisor, are required to...

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Four Accounting Mistakes Hurting your Business

by Jared Ballard

Did that title make you cringe a little? I promise you are not alone; we all are guilty of having...

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Work Smarter not Harder

by Jared Ballard

Two ways to spend less time at the office and have happier clients   We have all heard the quote...

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The Why and How of Setting Financial Goals

by Jared Ballard

Stop setting goals. Goals are pure fantasy unless you have a specific plan to achieve them....

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Reporting Software and the Small Business Owner

by Jared Ballard

using data from the Bureau of Labor Statistics Success isn't always about greatness. It's about...

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5 Reasons to Change Financial Reporting Systems

by Jared Ballard

Ever had one of those moments when you are staring at your screen debating between laughing,...

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Company Valuation

Financial Reports You Should Be Running

by Jared Ballard

Running a business is a non-stop job. Keeping yourself up to date on the financial in’s and out’s...

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Benefits of Financial Reporting Software

by Jared Ballard

Has anyone ever asked you, or have you ever wondered to your self, "Is financial reporting...

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one burning match between spoiled ones on black 2021 08 26 16 32 30 utc

What is Burn Rate & How to Calculate

by Jared Ballard

Another way to explain this concept is to estimate how fast your company is consuming (or burning) its financing to support operations above cash flow. It’s a measure of negative cash flow.

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