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Posted September 6, 2023 By Elon Glucklich

Why Embracing Financial Forecasts Will Make You a Better Advisor

To give the best advice possible, advisors must help small business owners look into the future through their financials. That’s where financial forecasting comes into play.

Posted July 12, 2023 By Elon Glucklich

We asked over 130 small business advisors about AI. Here’s what they said.

It’s been hard to miss the buzz around Artificial Intelligence. The rise of large language models like ChatGPT is impacting fields like education, healthcare, media, and perhaps most of all—it’s shaking up the world of business. A recent Forbes Advisor survey found that over 50% of business owners are currently using or plan to use […]

Posted June 2, 2023 By Elon Glucklich

8 Tips to Improve Financial Forecasts for Your Clients

Accurate financial forecasts are vital to providing effective advising services. It provides the roadmap for you to guide your clients and help them make strategic decisions. Having a viable financial forecast to reference when advising reinforces the need to look forward and reflect on performance, rather than getting caught up in day-to-day business operations. Financial […]

Posted April 10, 2023 By Elon Glucklich

Budgeting Vs Forecasting: What’s the Difference?

It’s a question we get asked often by accountants and business consultants who are beginning Strategic Advising services: “I do budgeting already. What’s the difference between a budget and a financial forecast?”

Posted April 6, 2023 By Elon Glucklich

The 14 Elements of a Dynamic Entrepreneurship Curriculum

In the world of higher education, it’s easy for professors to lean on academic frameworks of business and startup planning, and lose track of the hands-on experience that’s most beneficial to an entrepreneur.

Posted April 2, 2023 By Elon Glucklich

Advisory Consulting and Accounting Services: A Step-by-Step Method for Growth

The accounting and consulting industries are changing rapidly, and your clients are turning to you for advice on their business growth challenges and opportunities.