Are you offering clients 0% payment terms without even realizing it? Our three-part series can help stop the insanity.

Days Sales Outstanding: Be responsive to everyone’s differences Analyzing different areas of your accounts receivable functions is extremely important when ensuring your payment plans don’t have any problems. Checking your credit approval process (here) and your collections process (here) can help set how consistent clients are with payments. Now, we’ll be covering Days Sales Outstanding […]

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Are you offering clients 0% payment terms without even realizing it? Our three-part series can help stop the insanity.

  Analyze your collections process: To prosper, be proactive!   Most middle market size companies allow their customers to treat them like a bank that is offering 0% interest rate terms. Analyzing your credit approval process (described here) is the first step to fixing your payment terms. Now, you’ll need to analyze your collections process […]

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Are you offering clients 0% payment terms without even realizing it? Our three-part series can help stop the insanity.

Stop being your client’s bank: Set a credit approval process   You’re not a credit card company desperate for new customers, stop acting like one. Many of you may recall the days where credit card companies were offering 0% interest for 6 months. Those days are long gone….RIGHT? Well, it turns out that most middle-market […]

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10 Things CEOs Say

Over 18 years in business and thousands of clients.  You can imagine we have seen a lot, met some pretty fascinating folks, and partnered with some of the most brilliant entrepreneurs and innovators in business. However, no matter the complexity of the business model or the evolving climate of a particular industry, CEO’s have common […]

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How to Effectively Motivate the Millennial Sales Team – You’re Doing it Wrong

What makes today’s sales team tick? How are you motivating the next generation of sales superstars? Unfortunately, you are probably not it wrong.   Motivating and encouraging a sales team can seem pretty black and white, right? Commission and closing the deal, right? Well, maybe. But, to sustain that high performing department today, we need […]

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Software Conversion? Don’t Try This At Home.

Let’s face it, there is no good time to change accounting software, right?  The process can seem overwhelming and there are so many options on the market today… it is difficult to know even where to start. Typically, we see one of two things: Companies aren’t fully leveraging the capabilities of their current accounting software. […]

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Flip the Script

A little background…..Our client wanted to implement a bonus plan that was 200% higher than previous years and asked for our assistance with how to structure this plan.  Sounds generous…right…until you dig a little deeper and that’s exactly what our CFO team did with our collaborative issue processing session. After a few minutes of questions […]

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10 Major Interviewing Red Flags to Watch Out For

As a former Staffing Manager, I have interviewed thousands of candidates. The variety of roles have spanned from Call Center Reps to Pharmacists, Bookkeepers to Chief Financial Officers, both external recruitment and internal. Regardless of the level of position, education or certifications, these red flags are applicable in any interview situation. As a Hiring Manager, […]

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Host an Outstanding Panel Interview

Hosting outstanding panel interviews are key to showcasing your company culture while “selling” your candidate on your company as a great place to work. By using the below tips, you will learn how to strengthen your panelists, give the candidate a feel for team dynamics, increase your objectivity when evaluating the candidate resulting in saving […]

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Ongoing Strategic Planning in 2017

In 2017, it’s hard to know what challenges you’ll be facing next week, much less the rest of the New Year. That’s why a dynamic financial strategy underscores the importance of an ongoing strategic plan, allowing businesses to be more agile and effective in meeting their specific goals than a static process. Traditionally, strategic planning […]

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