Business Advisory Services

 How to Articulate Your Value to Small Business Owners
 

How to Articulate Your Value to Small Business Owners

Posted: April 14, 2017
In case you haven’t heard, the service of preparing individual tax returns has become commoditized, and the real growth opportunities for an accounting practice is developing deeper relationships with many of the small businesses you already serve. But how?

Leveraging Data – How CPAs Can Make Better Decisions
 

Leveraging Data – How CPAs Can Make Better Decisions

Posted: April 13, 2017
It's not enough to just have data. The point is to turn data into intelligence. CPAs can play a key role in transforming data to effectively analyze results, create insights and make better business decisions.

Do You Really Know Who You Are Paying?
 

Do You Really Know Who You Are Paying?

Posted: March 20, 2017
Fraud in the procurement-to-pay process is more common than you think. Three case studies reveal how easy it is to fall prey. Discover ways to combat fraud in your small business.

10 Strategies to Successfully Integrate a Deal
 

10 Strategies to Successfully Integrate a Deal

Posted: March 13, 2017
In M&A, integrating acquisitions, particularly those overseas, can be a challenge. Find out some of the lessons learned from one CFO and how to avoid common integration mistakes.

Saving Your Bacon: Guidance on Record Retention
 

Saving Your Bacon: Guidance on Record Retention

Posted: March 1, 2017
The safety of company records and data is paramount to the survival of any business. As a professional advisor, you cannot over-stress to your clients that having access to back-up data can really save their bacon.


 10 Must-Have Capabilities for Business Advisors
 

10 Must-Have Capabilities for Business Advisors

Posted: February 1, 2017
Business leaders will buy advisory services firstly from someone who’s a great strategic thinker and secondly from someone who can challenge existing plans and strategies.

Non-GAAP Measures in Financial Planning
 

Non-GAAP Measures in Financial Planning

Posted: January 11, 2017
The spread and increasing use of non-GAAP information represents a significant shift in how information is communicated to shareholders, CPA practitioners and investors. Here’s how to navigate non-GAAP information carefully.

Succession Planning for Business Clients
 

Succession Planning for Business Clients

Posted: January 10, 2017
CPAs can assist business clients with determining how potential risks and threats will impact the future of the business and how to safeguard against those potential risks with succession and continuity plans. Here’s how to successfully do this for your clients.

Sharpening Focus Around Accounting for the Provisions of the ACA
 

Sharpening Focus Around Accounting for the Provisions of the ACA

Posted: January 3, 2017
Although the ACA has significantly decreased the amount of Americans without health insurance, the new health insurance provisions pose new challenges for companies. Here’s a look at these hurdles and how organizations can navigate through them.