Duct Tape Marketing

FEBRUARY 10, 2022

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. [8:16] Does that muddy up the forecasting, the models, or the accounting? [12:31]

CPA 73

CPA Technical Review Revenue Forecast 73

Duct Tape Marketing

NOVEMBER 16, 2023

Fortifying Profits: Strategies to Shield Your Business from Embezzlement written by John Jantsch read more at Duct Tape Marketing The Duct Tape Marketing Podcast with John Janstch In this episode of the Duct Tape Marketing Podcast, I interviewed Todd Rammler, president and founder of Michigan CFO Associates.

Michigan 73

Michigan CPA Small Business Hiring 73

Up and Running

JULY 31, 2015

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). We have Tim Berry, founder of Palo Alto Software with us. – (:25). Peter: Sure.

Lean 60

Lean Business Plan Forecast Software Review 60

YoungUpstarts

SEPTEMBER 28, 2017

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.

Founder 133

Founder CPA Dividend Exit Strategy 133

Up and Running

MAY 28, 2015

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.

Lean 60

Lean Business Plan Video Software Review 60

Women Entrepreneurs Can

APRIL 25, 2021

” – Anita Roddick (Founder at The Body Shop). Set the reliable and well-planned objectives of the business with a forecasted plan of action. Here, a CPA for small business or fortune 500 companies can assist you with the best recommendations. Keep up with the strategy-making which gets you the best results.

Entrepreneur 52

Entrepreneur CPA Forecast Equity 52

Up and Running

DECEMBER 9, 2014

My founders and I started the company about three years ago. Three, I’m a book keeper, accountant or CPA and other. Three, I’m a bookkeeper, accountant or CPA or other. What I did is I learned the art of a pro forma and the value of a pro forma which basically is a forecast. I’ll say that one more time.

Small Business 95

Small Business Finance Forecast Metrics 95