Remove CPA Remove Lean Remove Partner Remove Small Business
article thumbnail

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. Listen to Episode 9: Show notes: What is Lean Planning? Free Download: The One Page Business Pitch Template. What’s the lean mean?

Lean 60
article thumbnail

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. Marketing Podcast with Jason Blumer. Jason Blumer (01:14): Hey John, thanks for having me.

CPA 70
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Form a Corporation

Up and Running

Consider finding and working with a CPA and a lawyer. Ideally, you will interview a few candidates and pick the partners you feel comfortable working with for a long time. Also, creating a quick lean financial forecast will help ensure your business idea is viable and financially sound. Small Business Administration: .

article thumbnail

A Simpler Plan for Startups

Up and Running

You might develop a fairly simple business plan first as you start a small business, and that might be enough for you. This is an excellent use of the Lean Business Planning methodology , based on a simple Lean Plan combined with regular updates and revisions. A simple business plan example.

Startup 114
article thumbnail

28 Entrepreneurs Explain Why They Started Their Business

Hearpreneur

I started my business because I felt like I didn’t have as much of an impact as I wanted to in the small business I was working in because of the old school, bottom-line way of thinking about training and development. Sinordo, Modern CPA Group ! #17- My small business also serves as a creative outlet for myself.

article thumbnail

How Women Can Achieve Success In Male Dominated Professions

YoungUpstarts

By Kathy Jensen, Partner at CST Group . As baby boomers begin to retire, and the need for diversity in the workforce continues to rise, the role women play in business has become extremely important to the growth and sustainability of organizations worldwide. How can I achieve success in my career? And, am I on the right track?