The Financial Edge

We define accounting as “The Language of Business” because the accountant plays an essential role in interpreting that language to their client.  Therefore, the small business owner values an accountant who can help them understand the financial details of their business.  

As you are preparing to offer more financial advisory services at your firm, there are opportunities to up your chances of success. Of course, being a total pro with your accounting skills is at the top of your list of assets!

With the pandemic and financial, political, and social unrest, financial professionals are...

Social media has become an essential tool for businesses, and accounting firms are no exception....

Small business owners are the backbone of the American economy, with over 30 million businesses...

    Starting With Necessity Start by doing what's necessary; then do what's possible;...

Happy clients are the lifeblood of any business, and this is especially true for those in the...

In today's fast-paced business world, companies that do not adapt to new technology may fall...

Are you tired of hourly billing and the constant pressure to track your time? Have you considered...

When it comes to your business and having the necessary tools to reach your goals and grow the company, an accountant can be your best friend.  Take advantage of their expertise and listen when they explain what changes can help improve your business.  It all begins with the words, “I don’t understand.”

A change in market mind-sets and a shift in industry demographics are causing accountants to expand their offering to advisory services’ with value-based pricing. You have to ask yourself if you try to change the direction of the market, or do you go with it?

Financial statements are full of valuable financial information. They often have SO much helpful information; some of it gets lost in the shuffle and missed. Make a concerted effort not to overlook your “Cost of Goods Sold” data. 

Here are eight songs that you should add to your accounting playlist. Let us know what you think.

In 2021 Accountants are returning to value-based billing to increase their revenue stream by offering year-round services to their clients.

As a small business owner, you know how vital it is to keep your books updated. Unfortunately, up to date books do not automatically translate into understanding your financials.

As a CPA, you want to take care of your clients, give them everything they need to make prudent financial decisions. Here are 5 Reports you should be giving your clients.

You’re out there, and you’re doing your thing. You are excited to tune in and get some more motivation, more inspiration, and more clarity to achieve extraordinary results in your business. The person who’s going to do that today is our guest, Justin Hatch. 

Create visual financial reports and your clients will begin seeing the whole financial picture of their business. Your report will help them make better decisions but also make your contributions invaluable to them. 

Change the game by taking advantage of how the human brain naturally collects information. The connection between the human brain and the eyes is truly amazing. Let’s take a peek at a few studies to teach us how “seeing is believing” works.

One of the emerging, positive trends we have seen this year is CPA firms moving more towards offering strategic advisory services. This trend changes from the more traditional accounting and compliance services we have seen in the past.

The best CFOs don’t just hand their clients a pile of financial statements and call it a day. Operating as a CPA or a CFO means taking the hard data and helping clients go beyond the what and into the why and how. 

Clients find Reports Difficult As an accountant, you know the importance of financial reporting...

Reporting is Time-Consuming As an accountant, you know how time-consuming it can be to create...

There are five financial reports that are vital to your clients. They contain the core financial information they need to make the most prudent financial decisions.

Business owners often don’t prioritize their time to include a deep dive into their financials. They spend their time doing what they do best, running their business!

In any relationship, whether it be marriage, parent/child, student, or employee, when we are aware...

The key to unlocking the entire chocolate factory of financial data to your clients. Become their golden ticket.

CPAs and Visual Psychology. You are left-brained, most of your clients are not.  I bet you are...

Visual financial reports are a critical part of the if you are moving toward a more advisory role. Here is a quick way to create beautiful reports.