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How to run quarterly roundups and use balance business scorecards at your firm

Posted by Matthew Jones
How to run quarterly roundups and use balance business scorecards at your firm

Roundups function like an internal board meeting. The focus of roundups are “on the business” versus the day-to-day of “in the business”. These meetings should include key leaders within the business and key advisors from outside the business. This might include one or more of the following professionals; Accountant, Attorney, Consultant, and or Financial Advisor. Key characteristics of a quarterly roundup should: ...

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Whitepaper: How to improve financial presentations to clients

Posted by Colin Tierney
Whitepaper: How to improve financial presentations to clients

Numbers are the starting point for most business decisions, whether it be seeking a bank loan to start or expand a business, obtaining board approval for a new project or clearing a new hire with a manager. Financial information is used to explain current circumstances and to justify future plans. ...

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Stuck in compliance: The Grim Reaper of accounting firms

Posted by Zach Meyer
Stuck in compliance: The Grim Reaper of accounting firms

Time has always been one of the most limited resources for CPAs. With the number of tax returns and amount of compliance work that an average firm provides, it’s difficult for accountants to go beyond their traditional role. Ultimately this difficulty in transition is not due to a lack of technical knowledge but to a fear of creating financial instability. ...

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