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In episode one of “The Hurdle,” Jade and Max sit down with the dynamic Mike White, a serial entrepreneur from Salem, Oregon, whose journey is anything but ordinary. From his teenage days hustling knock-off designer purses and dabbling in a pyramid scheme to becoming the visionary behind an award-winning BBQ sauce brand, Mike’s entrepreneurial path […]
Learn how real entrepreneurs are turning obstacles into opportunities and discover how you can tackle your own business hurdles with confidence.
Set you and your clients up for success with a quick and impactful strategic advising kickoff meeting.
Now more than ever, you are in a position to help small businesses survive, overcome cash flow challenges, forecast financial statements, and return to a profitable business model. Embracing this, and recognizing your services as an essential tool, is what leads to the potential for growth. True growth comes by taking it a step further, with an effective sales process that […]
As an accountant or Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth. Your work should cover questions such as these: “If you could change one thing about your business today, what would […]
Successful business owners have one thing in common—They actively track metrics to achieve their goals. Learn what metrics to track with our full guide.
Sales forecasting doesn’t have to be hard—and you are the most qualified person to do it for your business. Here’s how to do a sales forecast in a few simple steps.
Budgets and Forecasts are vital components that inform your business planning and strategy. Learn about the key differences and how to use each effectively.
Learn to run a cash flow analysis and understand how healthy your business is by asking five simple questions about your cash flow statement.
Learn how to create, read, and understand your cash flow statement with an overview of every section and tips when reviewing.