Kelly Carlson

The Goldilocks Effect: Achieving Your Ideal Client Roster

As an accounting professional or small business owner, finding the right clients is key to achieving sustainable growth and success. Cultivating an ideal client roster not only enhances profitability but…

Improve Your CEI; Improve Your Cash Flow. Here’s How.

Did you know that a low collection effectiveness index (CEI) significantly impacts your company’s cash flow? As you’re well aware, maintaining a healthy cash flow is absolutely essential for the…

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