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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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How much cash should a company have?

Posted by Mary Ellen Biery
How much cash should a company have?

How much cash is enough to meet the vital needs of a business? Is the same amount of cash sufficient for a two-owner hair salon as for a restaurant with two partners or for a builder with no employees? ...

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Infographic: 3 factors influencing success in business valuation firms

Posted by Sageworks
Infographic: 3 factors influencing success in business valuation firms

Success in business valuation practices is driven by many factors, but these three have shown to be key considerations for growing firms. Developing specialized services that provide a competitive advantage will help your practice to establish a reputation with a long reach for acquiring new clients. With a prospering practice, establishing a skilled and flexible workforce will develop along with your skills and client base. ...

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How to develop proactive advisory services

Posted by Melinda Crump
How to develop proactive advisory services

How can accountants develop proactive services that deliver more value and lead to increased firm profits? Experts from HaydenRock Solutions recently explained during a webinar hosted by Sageworks. ...

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