A Practical Guide to Business Process Improvement

Many organizations find their daily operations hampered by complicated and inefficient tasks. Business process improvement offers a structured approach to move beyond simply fixing what is broken and aims to achieve operational excellence by identifying inefficiencies and streamlining workflows.

2025-12-02T13:37:31-05:00November 20, 2025|Categories: Business Advisory, Consulting|Tags: |

Case Study: Centralized Scheduling – From Manual Grind to Scalable Clarity

Discover how we helped a fast-growing client transform their manual scheduling process into a scalable, AI-powered solution. From reducing administrative burdens to improving workload balance, this case study highlights the journey to smarter, more efficient operations.

2025-11-18T09:11:23-05:00November 5, 2025|Categories: Business Advisory, Case Study, Professional and Technical|Tags: |

A Case Study: Client Boosts Customer Satisfaction & Revitalizes their Financial Reporting Process by Outsourcing the Accounting Function

Discover how a company transformed its unreliable financial processes through outsourced accounting, improving customer satisfaction and creating actionable reports.

2025-12-01T16:52:13-05:00October 3, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting|Tags: |

Case Study: Client Seeks a More Efficient Invoicing Process

Discover how a company reduced its manual invoicing process from 5 days to 30 minutes, improving efficiency and gaining valuable data insights without a costly system overhaul.

2025-12-01T14:24:49-05:00September 26, 2024|Categories: Business Advisory, Case Study, Closely-held Businesses, Cloud Accounting, Consulting|Tags: |

Best Practices for Tracking Board Minutes for Nonprofit and For-Profit Organizations

The fundamental purpose of board minutes is similar across different types of organizations; however, there are nuances that differentiate how for-profit and nonprofit boards approach their creation and maintenance. Understand these differences and the best practices that can significantly enhance the organizational governance and integrity.

2024-08-29T10:35:17-04:00August 30, 2024|Categories: Business Advisory, Not-for-Profit|Tags: |

Case Study: Nonprofit Foundation Maximizes Value and Time with Outsourced Controller Services

Learn how a nonprofit foundation achieved cost savings and efficiencies with outsourced controllership services.

2025-11-05T19:34:37-05:00August 12, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting, Not-for-Profit|Tags: |

Case Study: Non-Profit Foundation Navigates Transition by Outsourcing the Controller Function

Learn how a non-profit foundation overcame a critical accounting gap by outsourcing its controller function, leading to financial stability and renewed board confidence.

2025-12-01T14:00:40-05:00June 11, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting, Not-for-Profit|Tags: |

FTC Issues Consumer Alert on Franchising Myths for Potential Investors

The FTC recently issued a consumer alert on the five most troubling myths about investing in a new franchise.  Potential franchise investors should consider these myths when evaluating potential investments. 

2024-05-30T13:34:00-04:00June 29, 2023|Categories: Business Advisory, Franchise, Hospitality, Restaurants|Tags: |
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