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What a CFO Can Do For Your Agency

Duct Tape Marketing

Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He’s also the CEO of Blumer CPAs where they serve as an advisory firm for the design marketing and creative agency services niches. Does that muddy up the forecasting, the models, or the accounting? [12:31]

CPA 72
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21 Entrepreneurs Explain Why They Started Their Business

Hearpreneur

We asked some entrepreneurs and business owners, why they started their businesses: #1- After a disappointment on my biggest day. After serving various sale director roles it dawned upon me that the data entered into the CRM by sales guys working out of the office, was inaccurate. Photo Credit: Rob Kessler. 18- Freedom.

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Episode 9: Lean Business Planning with Tim Berry | The Bcast

Up and Running

This week Peter and Jonathan talk to Tim Berry, founder of Palo Alto Software, about lean business planning, strategy, tactics, specifics (milestones), and the forecast. Strategy, Tactics, Specifics, and the Forecast – (11:45). “Here’s our forecast.” Tweet at us: @Bplans (include the hashtag #BCast).

Lean 60
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How Women Entrepreneurs Are Strengthening Their Businesses Financially

Women Entrepreneurs Can

The business world is witnessing a high number of women entrepreneurs in the corporate sector. This accelerates the number of female workers and entrepreneurs in the town while empowering the females’ working status in society. Set the reliable and well-planned objectives of the business with a forecasted plan of action.

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Lean Business Planning with Tim Berry [VIDEO]

Up and Running

He is the known guru in business planning, particularly for small businesses, startups and entrepreneurs, although he’s worked with Fortune 100 and Fortune 500 companies as well. That’s the sales forecast, the spending forecast and the cash flow. They’re going to look first at the sales forecast.

Lean 60
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[Interview] Ed Rempel, Certified Financial Planner, Founder Of Unconventional Wisdom

YoungUpstarts

Ed Rempel is a CPA and a fee-based financial planner who writes and is frequently quoted on investment issues and trends. Registered investment advisors like Rempel have a fiduciary responsibility to act in their clients’ best interests and accept no compensation based on product sales. I have seen many examples of obvious mistakes.

Founder 133
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A Simpler Plan for Startups

Up and Running

Business advisors, experienced entrepreneurs, bankers, and investors generally agree that you should develop a business plan before you start a business. She might benefit from developing a simple sales and expense forecast , maybe even a profit and loss , so she can plan how to use and develop her resources.

Startup 114