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How CPAs and Bookkeepers Can Build a Scalable Advisory Services Practice
Many CPAs and bookkeepers want to offer advisory services but never get started because they believe it requires becoming a fractional CFO overnight. In reality, advisory can begin with something as simple as helping clients better understand the trends, risks, and opportunities hidden within their financial data. This article explores a practical framework for launching and scaling advisory services through standardization and automation, enabling firms to create new revenue streams, strengthen client relationships, and move beyond compliance work.
Finmark Is Gone. RunSmart Is What Comes Next.
BILL shut down Finmark on April 1, 2026. If you used it for forecasting, budgeting, or financial modeling, here's why your replacement should be an upgrade — not a downgrade.
How to Create Financial Projections to Secure Financing for a Franchise
Learn how to use FDD information, including Item 19 and Item 10, to build financial projections that can help support franchise financing applications with StartSmart by Projection Genie.
