The Advisor Mindset

The Advisor Mindset

I heard this early on in a phone call with an accountant recently. He was one of 3 partners in a small suburban firm. They’ve been around a while, and have built a decent client base focused on small businesses. The largest client has a touch over 6 million revenue....
The philosophy of forecasting

The philosophy of forecasting

Going beyond the numbers In the Xero 2018 Australian Accounting Industry Performance Report, 98% of all firms rated ‘advisory services, eg budgeting, cash flow forecasting and business planning’ as one the top 5 most attractive areas for growing advisory services...
5 Steps to Great Cashflow Forecasting

5 Steps to Great Cashflow Forecasting

A well-prepared cashflow forecast is an early warning system that lets you spot signs of cash trouble months, or even years in advance. Small business cashflow is a roller coaster of income and expenses as the annual seasons progress.  The same cashflow cycles show up...