Read Articles on Becoming a Better Business Owner
Using “The Compass” to Guide Client Conversations
When you sit down with a client, you’re not just looking at numbers. You’re looking...
Should You Focus on Gross or Net Income in Client Planning?
Understanding Gross Income vs. Net Income in Financial Planning When advising clients on their financial...
How to Determine Gross Profit: A Simple Guide for Advisors
Understanding Gross Profit: The Foundation of Financial Health Gross profit is a critical metric that...
Don’t T.E.L.L. Me What To Do: The 70/30 Conversation Rule
Most advisors think their value comes from having the answers. But the truth is, the...
The Real Meaning Behind Debt-to-Equity
Written for bookkeepers, accountants, and CAS professionals who want to lead better financial conversations. Why...
Trends That Tell the Truth: What Your Financials Are Really Saying
Let’s be honest. Most business owners don’t know how to read their financials. They look...
The 7-Minute Conversation: How to Diagnose Any Business in One Page
You’ve been there. You pull together a detailed monthly report for your client. Charts. KPIs....
Independence Isn’t Just for Business Owners. It Starts With Their Advisor
Every July 4th, we celebrate freedom. As a country. As a people. As a principle...
