Let’s face it. Data is everywhere. It’s in dashboards, spreadsheets, CRMs, and sometimes scribbled on the back of a napkin...
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The Most Dangerous Phrase in Business Strategy
“That’s how we’ve always done it”...
I remember meeting with audit clients and...
Why Business Valuation Matters More Than Ever
SMBs are navigating a financial landscape filled with uncertainty—inflation,...
When calculating the value of a business, it’s easy to focus on the tangible and operational aspects—the equipment, the...
Using Data to Deliver Tailored Customer Experiences
Today’s clients expect more than one-size-fits-all solutions, they want...
When we talk about business valuation, most people’s minds jump straight to big, abstract concepts: goodwill, cash flow, or...
Reflecting on Bench Accounting
The recent closure of Bench Accounting is a moment to reflect on its impact and draw lessons...
In 2024, the SMB landscape continued to evolve rapidly. Business owners faced an array of challenges, from navigating economic...
Over the years I’ve learned that the most successful firms don’t just deliver great service—they show clients how their efforts...
I have my CPA designation, and the number one thing people ask me when they hear this is ‘how can I pay less in taxes?’
It is...