Resources For You

News

AICPA Selects Tally Street

2020 Lineup Announced for Startup Accelerator Tied to Accounting Innovation Four Early-Stage Companies to Receive Guidance from the Association of International Certified Professional Accountants and CPA.com NEW YORK (Feb 24, 2020) – Four early-stage companies pursuing various solutions involving digital assets, climate risk, automation and artificial intelligence will form the 2020 cohort for an accounting-focused […]

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Sales

Net Revenue Retention Drives B2B Success

Acquiring new customers is important to growth, but retaining customers is critical to the survival of businesses that depend on repeat sales to the same customers. There are multiple ways to measure repeat business success, but key ones are customer retention and net revenue retention.

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Accounts Receivable

Is Your A/R Giving You Any Credit?

Traditional banks tend to limit loan amounts to a percentage of the business’s net worth or a percentage of high-quality assets. For many businesses, accounts receivable is one of their most significant assets — and helping your lender appreciate the quality of that A/R can help you borrow the maximum amount at optimal rates.

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Strategies

First Steps to Client Advisory Success

You already decided (correctly) that you need to adopt new technologies instead of resisting them and outsource routine work to machines while focusing on higher-value advisory opportunities. Here are a few suggestions on how to get started.

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Accounts Receivable

Aging Reports Growing Old?

Too many advisors and small businesses still use aging reports to measure how well businesses are collecting payments. AR aging reports are simply a list of outstanding invoices grouped into buckets of 30 days, which might not even be appropriate for a particular business or industry. We can all do better.

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