Finding and Retaining High-Value Clients

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Your Most High-Value Client may be a Surprise We know and it’s pretty common knowledge that acquiring a new customer is exponentially more expensive than retaining a current customer. Forbes has even done a study about the cost specifics. Keep this in mind as...

3 Red Flags That Get Attention From The IRS

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 How to get an Audit for your Small Business The dreaded A- Word!!!! AUDIT!!! While audits for small businesses are less frequent than audits for individuals and large corporations, they are most certainly on the rise. Audits can be scary, time-consuming, and...

3 Purposes of Writing Annual Reports

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Can you believe it is October? At my house, the leaves are changing, and the temperature is dropping. These things tell me it is time for sweaters, football games, pumpkin spice everything, and if you are in the accounting industry, annual reports. Most companies...

Time is Money – 3 ways be more efficient.

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Time is money. Wasted time means wasted money means trouble. -Shirley Temple The original quote of “Time is Money” came from Benjamin Franklin back in 1748. He wrote it in a manual for young men entering the business world — sound business advice 271 years...

Create a Financial Story with Your Reports.

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Create Reports that are Understood and Appreciated This article could also be titled “Accomplish the seemingly impossible.” Seriously though, as an advisor, you honestly want your clients too truly understand where they stand financially. That’s why...

Make your Annual Report SHINE!

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It’s coming up on that time of year again. Believe it or not, we are in the last quarter of the year, which is your cue to start gathering the information to build annual reports for your business or your clients business’. I heard that groan, don’t...