What are Operating Reports? I’ve Never Even Heard of Them.

by George Sandmann on Nov 26, 2019 8:55:13 AM

Dan’s whole question:

“You mention operating reports under Financial. I noticed the software many times recommends operating reports. I am a CPA...

"How CoreValue Works" Page Refresher  --new capabilities

by George Sandmann on Jun 26, 2019 4:31:35 PM

Check out the new "How it Works" page on our web site. Plus, final days to lock in pricing.

*NEW* Growth Strategy Report for strategic planning, exit planning, growth engagements

by Admin on Jun 20, 2019 3:24:50 PM

*NEW* Growth Strategy Report

Deliver strategic planning engagements with this new report

Helping Clients Grow, Part 2: Growing Private Company Equity Value

by George Sandmann on Apr 23, 2019 11:49:00 AM

Growing Revenues vs. Growing Equity Value: Learning the Differences

Part 2 of 3: Growing Equity Value, helping CEO clients excel 

Business Advisor Roles: Help Your Clients Grow With These Three Services ~ Business Advisor Series Article 3

by George Sandmann on Jan 3, 2019 3:50:18 PM

Business Advisory Roles: Architect (create a strategic plan), General Contractor (manage plan execution), and Trades (consult on specific projects...

Are you supporting your CEO clients?

by George Sandmann on Dec 5, 2018 6:07:00 AM

The fundamental role of the CEO is to maximize shareholder value. Are you helping?

Business Advisor Series Article 1

What Does a Firm-Wide Business Consulting Program Look Like?

by George Sandmann on Aug 7, 2018 2:51:53 PM

What you can learn from your peers about growing a successful business consulting practice.

To succeed you’ll need a to start by selecting a...

It's like Strapping a GPS to the Old-Fashioned Referral

by George Sandmann on Apr 4, 2018 7:53:16 AM

There are a lot of parts that go into building a thriving business consulting practice.

AICPA JofA Panel Predicts Death of Audit As We Know It --what's the impact on all of us?

by George Sandmann on Mar 3, 2018 7:30:14 AM

You should listen to the first 6 minutes of the Journal of Accoutancy annual technology podcast: fascinating.  Experts predict technology will...

Special Report on Premium Consulting Services

by George Sandmann on Sep 13, 2017 4:33:31 PM

 

Tax and Audit services have been under siege for several years.  Valuation services face headwinds, including a market shift from CPA firms to...