by Jared Ballard
“We built a tool that let business owners see KPIs—but it wasn’t until accountants started using it that we saw real impact.”— Justin Hatch, CEO & Founder. From Startup Frustration to Advisory-First Success Justin Hatch’s early experience as a business...
by Jared Ballard
Franchise Financial Reporting Series – Bonus Article How to Create a Consolidated Franchise Report That Makes Sense Franchise consolidation reporting shouldn’t feel like assembling IKEA furniture without the instructions. When you’re working with multiple locations,...
by Jared Ballard
Franchise Financial Reporting Series – Part 6 of 6 Franchise owners need more than hindsight—they need foresight. This guide breaks down best practices for budgeting and forecasting across multiple locations, helping franchises control costs and prepare for growth....
by Jared Surganovich
The accounting profession is experiencing a seismic shift. While compliance tasks like tax filing and bookkeeping remain foundational, they are no longer the sole drivers of client satisfaction or firm growth. Today’s accountants are not just number crunchers; they...
by Jared Ballard
In the dynamic business world, strategic financial planning is the backbone of sustainable growth and long-term success. However, even the most meticulously crafted financial strategies can falter if they aren’t regularly assessed and adjusted. This is where...
by Jared Surganovich
Financial professionals must rely on precise forecasting methods to navigate uncertainty and guide strategic decisions in the rapidly evolving business landscape. As a seasoned financial expert, you know that not all forecasting methods are equal. Here’s an in-depth...
