Analytics

Maximizing Success: The Importance of Mid-Year Client Meetings

Mid-year client meetings play a pivotal role in client success (and yours!), as they provide the opportunity to assess progress, align efforts, and...

Benchmarking

10 Quotes To Challenge Your Thoughts About Benchmarking

Still not convinced that Benchmarking can be of benefit to you and your clients for analysis, planning, and decision-making?

Benchmarking

Engagement Agreements: Obtaining Consent to Benchmark Client Data

As firms work with us to implement a benchmarking strategy, we are often asked for examples of how firms obtain consent from their clients.

CPAs

Forecasting Tips from Geoffrey Moore

Here are some great forecasting tips for an economic downturn provided by Geoffrey Moore, author of Crossing the Chasm and Zone to Win.