Better Decisions
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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...
Glenn Dunlap
Jul 12, 2023
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?
Glenn Dunlap
Dec 9, 2022
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.
Glenn Dunlap
Dec 9, 2022
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.
Glenn Dunlap
Oct 31, 2022