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The Conversations Behind The Numbers Articles

the conversations behind the numbers
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Why Accounting Professionals Struggle to Price Advisory Services

One of the questions I was asked recently was why so many accounting professionals struggle to price advisory services confidently.

What Financial Statements Can’t Tell You

Financial statements are one of the most important tools we have for understanding a business.They tell us what happened.

The Capacity Trap

One of the most common things I hear from business owners is this: "We're slammed.We can’t take another client."

Not All Revenue Creates Safety

One of the assumptions many business owners quietly carry is this:

The Invisible Cost of Underpricing

Most conversations about underpricing focus on the obvious cost.

Lost revenue.

And while that certainly matters, I’ve become increasingly convinced...

Pricing Isn't Math

One of the most common business conversations I hear is some version of this: “I know I should raise my prices, but…”

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Transactional vs Advisory: Where Do You Stand?

Transactional vs Advisory: Where Do You Stand?

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You Already Know Enough: How to Start Your First CFO Advisory Conversation.

You Already Know Enough: How to Start Your First CFO Advisory Conversation.

October 28, 2026 · 2:00 PM ET

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The Weekly A/P: Transforming Ingredients into Intel

The Weekly A/P: Transforming Ingredients into Intel

October 29, 2026 · 2:00 PM ET

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From Bill Pay to CAS: Building Your Firm's Next Growth Engine

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November 10, 2026 · 11:00 AM ET

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The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Talking AI to Clients: How to have the AI conversation without losing the client

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