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September 4, 2020
5 Financial Technologies You Should Embrace to Become a Financial Expert of the Future

From communication and transportation to health and entertainment, technology has dramatically disrupted several industries and businesses over the past few years. Now, some savvy financial […]

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Financial Technologies You Should Embrace
July 23, 2020
5 Amazing Ideas to Keep Your CPA Firm Culture While Working Remotely

Whether you like it or not, remote work is the new normal and is here to stay even after the pandemic. As accountants are making […]

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5 Amazing Ideas to Keep Your CPA Firm Culture While Working Remotely
July 23, 2020
Guide to Rebuilding Your Financial Advisory/Accounting Business after the Pandemic

At the beginning of 2020, many financial advisors were excited for a laid-back busy season after successfully dealing and improving the financial health of their […]

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Guide to Rebuilding Your Financial AdvisoryAccounting Business after the Pandemic
July 21, 2020
Invoice like A Pro – 6 Best Practices for Small Businesses

In many industries, small businesses rely on invoicing to get paid. Though it seems pretty straightforward and easy, many times accounts receivable errors can cause […]

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invoice like a pro
July 6, 2020
What Are the Top Challenges Financial Advisors Facing Today?

In this day and age, being a financial advisor isn’t easy. Environmental change, new regulations, volatile markets, geopolitics, economic turndown, and evolving technology trends are […]

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Funding advisory service
June 15, 2020
How to Help Your Clients With Advisory Services During Challenging Times

You’ve probably heard the saying, “A friend in need is a friend indeed.” It turns out to be true in the present scenario for advisors […]

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Accountant helping clients
February 13, 2020
A Complete Guide to Funding Advisory Services for Accountants

According to the 2019 Small Business Finance and HR report , 86% of the small business owners agreed that their accountant is “a trusted advisor they can […]

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Funding Advisory Service
November 21, 2019
Get Started with Cash Flow Consulting in Smansha

The SME sector is by far the biggest contributor to Canada’s economy.  There are almost 1.1 million small and medium-sized businesses in Canada, which employed […]

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November 14, 2019
4 Tips on How to Offer Cash Flow Advisory to Clients

If you’re looking to grow and diversify your accounting business, adding cash flow advisory service to your financial toolkit can be a game-changing alternative. Cash […]

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Tips on How to Offer Cash Flow Consulting to Clients
August 12, 2019
Onboarding Clients on Cash Flow Consulting

Approaching clients about new service offerings can be easier said than done, so understanding the core value behind your offerings is crucial for reaching a […]

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creditworthiness handshake

A certificate of good standing proves that your business is compliant with regulations, taxes & fees. Here’s how to check your “good standing” status in any state.

Put an End to Your Cash Flow Problems