In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
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In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
Marketing Strategies for CPA Firms with Apoorv Dwivedi
FinFactor: Expert Insights for the CFO
25 minutes
1 year ago
Marketing Strategies for CPA Firms with Apoorv Dwivedi
In this conversation, Blaine Bertsch interviews Apoorv Dwivedi of fixer.com about marketing strategies for CPA firms. Apoorv specializes in marketing for small and mid-sized accounting firms and helps them improve their lead-generation efforts. They discuss the importance of focusing on a specific target audience and service offering, building reputation and authority, and implementing a consistent marketing plan. They also highlight the need for ongoing monitoring and execution of mark...
FinFactor: Expert Insights for the CFO
In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
