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Revenue Recognition’s Effect On M&A

YoungUpstarts

A change in revenue recognition means a change in the due diligence process, specifically accounting diligence, modeling, quality of earnings and cost of integration. In certain industries, such as Software as a Service (SaaS) and hardware companies, the new standard is a minor tweak. What to consider.

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How to Run a Full Financial Audit of Your Business and Optimize Spending

Up and Running

Most people think of financial audits as investigations carried out by a certified public accountant (CPA). If so, examine your business costs line by line and try to identify new or unusual transactions. Look at each cost and figure out if they can be reduced. Taking a closer look may show evidence of misspent funds.

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Cash Flow

Up and Running

Regularly reviewing or analyzing your cash flow statement will show you when in the future you might be at risk of running low on cash so you can plan ahead and get a line of credit, loan, or other financing before you’re in the midst of a cash crunch. How to forecast and manage your cash flow. It doesn’t take a CPA or an MBA to do it.

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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] Blumer CPAs.

CPA 73
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How to Form a Corporation

Up and Running

We’ll review some new language and concepts in this process, but once you’re done, you may never need to think about this stuff again. . Think of the entity formation process like doing your personal taxes—you must submit everything correctly, but you don’t need to understand every detail of the laws and codes surrounding the process.

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Lean Business Planning with Tim Berry [VIDEO]

Up and Running

We recently had Tim Berry, Palo Alto Software founder and business planning expert, present our Bplans audience with his latest advice on lean business planning. That’s the sales forecast, the spending forecast and the cash flow. They’re going to look first at the sales forecast. It is not a document.

Lean 60
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CXL Live 2017 Recap: Optimization & Growth Insights from 20+ Experts

ConversionXL

Analytic: A measure software can track. Inject code to create popup offers. Insert line of code. Create a revenue forecast before you even run the experiment. You can forecast what you think your forecast + seasonal curves will look like. How much can a bad form cost you? E.g. location, loyalty.