Sageworks Blog

Sep 07, 2012 11:13

A fear that prevents some accountants from offering business advisory services is the fear that they won't have the answers on how to solve their clients' problems. Yet, by taking a page from the habits of doctors, accountants can learn that you don't need to have all the answers when you first come into a client meeting. [More]

Aug15

Helping Clients through Better Benchmarking Brad Schaefer [email] Analyst

Aug 15, 2012 08:40

Helping your business clients with industry-specific, financial benchmarking is extremely important to measure and improve their performance. To provide real value, you need industry data that is accurate, up to date, and relevant to your client’s size and location. Learn how you will also benefit from their increased success as you continue to advise your clients while they grow. [More]

Mar 28, 2012 19:36

Robert Frabasile, CFO of New York accounting firm Kiwi Partners Inc., discusses client relations and the role of balance sheet items in cash flow forecasting. [More]

Mar 22, 2012 08:30

L. Heath Sampson, CFO at asset management and recovery company SquareTwo Financial, discusses talent and a top-down approach to cash flow forecasting. [More]

Feb 29, 2012 13:59

David Douglass, a partner with Atlanta-based professional services firm Tatum, recently shared with Sageworks Inc. how he met the needs of new owners and the importance of “owning” cash flow. [More]

Feb 23, 2012 09:21

Craig Handley, CEO and CFO of Spanish-language communications center Listen Up Español, discusses dealing with a short-term drop in revenue and the importance of monthly financial review meetings. [More]

Feb16

Fumbling financials (continued)-Avoiding the pitfalls of presenting numbers Mary Ellen Biery [email] Research Specialist

Feb 16, 2012 08:01

There are many other things you can do before and during your financial presentation to make it more effective. Here are several ways other financial pros prepare as they plan for a successful presentation. [More]

Feb09

Fumbling financials (continued)-Avoiding the pitfalls of presenting numbers Mary Ellen Biery [email] Research Specialist

Feb 09, 2012 09:53

Part III. Disjointed data-The next step is to offer perspective about the data. Even if you select the right numbers to highlight, your financial information could be useless to your audience unless you draw connections between those numbers. [More]

Feb 08, 2012 15:20

Paula Griffo, CFO of VoIP Supply, an Amherst, N.Y., provider of VoIP solutions, discusses reducing operating expenses and the challenge of developing accurate cash-flow forecasts. [More]

Feb02

Fumbling financials (continued) – Avoiding the pitfalls of presenting numbers Mary Ellen Biery [email] Research Specialist

Feb 02, 2012 09:24

In part II this week, we'll review the second pitfall of presenting numbers that people often encounter: relying on meaningless minutiae. This pitfall often stems from having too much data and is when you've chosen the wrong data to present your argument or to provide a full snapshot of a situation. [More]