top of page
%20(1)%20(1)%20(1)%20(1).png)
Search
10 hours ago3 min read
Forecasting Tips for 2025 First-Timers
Here we come, 2025. Pro tips for first-timers: setting goals and tracking forecasts for 2025.
Dec 8, 20243 min read
ABC profiles reveal financial advisory service clients.
ABC profiles help accounting offices find the first ideal financial advisory service clients for existing clients.
Dec 1, 20243 min read
From free financial advice to billable service in 7 days.
Tips for accounting office to create high-quality financial advisory as a service in 7 days.
Oct 31, 20243 min read
Tax planning and a skilled accountant: CEO's secret weapon.
Tax planning and a good accountant save cash flow and give a CEO peace of mind. Accurate forecasting of a full-year profit is key.
Oct 20, 20241 min read
Automation is a North Star for Relion
Relion's latest NPS is 80. This shows how Relion successfully combines customer service and automation in high-quality financial services.
Oct 6, 20242 min read
Run customized forecasts with a click
AI is driving forecasting. Riskrate assists accountants in offering deeper financial insights.
Aug 29, 20241 min read
Suunta grows fast with top-tier service and automation.
Minni Sangi and Suunta's team love numbers and customers. Automation helps Suunta's team focus on what matters: customers.
Aug 25, 20241 min read
Maija delivers top-tier automated financial services.
Taloustaito Ainola's team successfully helps customers grow with unique, high-quality financial services with automation.
Aug 25, 20243 min read
Bookkeeper: A guide for customer financial analysis in a minute.
The Bookkeeper's role extends to financial advisory. Customers who receive accounting & advisory services are more likely to stay long-term.
Aug 18, 20245 min read
Customer segmentation A, B, and C in an accounting company
Reactive customers, routine customers, and partner customers value different things, so you can divide customers into 3 segments A, B and C.
Aug 11, 20243 min read
Customer Loyalty: 5 Tips to Grow with Digital Financial Reports
Regular, analyzed financial reporting plays a crucial role in improving customer loyalty.
Jul 31, 20243 min read
Financial literacy is as critical as sales skills
Based on a recent study, low financial literacy costs €118,121 in lost profits on average for small business owners.
bottom of page