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Resources

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The Business Lifecycle

All businesses evolve through a series of common lifecycle ...
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Featured Presentation From Stephen King @ Accountex 2016

The leading Independent Expo and Conference on Accounting ...
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Payroll with StrategyPlus

How to allocate your labor costs and use management ...
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Onboarding with StrategyPlus

How to unleash the power of QuickBooks.

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How Small Businesses Can Get a ROI from a Full-Service Accounting Department

During the early stages and growth stages of business, ...

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How Long Will Your Business Wait On You to Assume The CEO Role?

Every business has CEO tasks that need to be done, but not ...
StrategyPlus Sba Podast
Podcast

How to Switch From Gut Decisions to Data Driven Decisions

The four key areas of management that must be pursued based ...
StrategyPlus Sba Podast
Podcast

Connecting Bad Customers With Employee Growth

The first step to help you fund the investment of a new ...
StrategyPlus Sba Podast
Podcast

Last of The Four Core Data Driven Decisions: Productivity

You may not be maximizing your team's performance by the ...
StrategyPlus Sba Podast
Podcast

First of the Four Core Data Driven Decisions: Pricing

Pricing is the first of the Four Core steps a business ...
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What's The Cost of a Bookkeeper?

Your business's profitability is largely dependent on ...
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Two of Four Core Data Driven Decisions: Clients and Marketing

When to fire clients and how to spend the marketing budget ...
StrategyPlus Sba Podast
Podcast

How to transition from sustaining a business to the exit strategy

The dynamics and fundamentals of transitioning from a ...
StrategyPlus Sba Podast
Podcast

Transitioning from the entrepreneurial stage to the emerging stage of growth

The difference in managing growth from the early, ...
StrategyPlus Sba Podast
Podcast

The Five Stages of Business Growth

In the life and growth of a business there are five general ...
StrategyPlus Jetpack Podcast
Podcast

Building a Rockstar Culture and Team Part 2

Building an all star team, define your mission, allign your ...
StrategyPlus Jetpack Podcast
Podcast

Building a Rockstar Culture and Team Part 1

Building an all star team, define your mission, allign your ...
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Importance of Pricing on Your Profitability

The most important decision a business owner will make...
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The CEO's Guide to Increasing Profits

Learn the 5 steps to a profitable business.
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The CEO's Guide to Increasing Profits

5 Steps to a Profitable Service Business
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Signs Your Bookkeeper is Stealing and How to Prevent Fraud

Embezzlement - misappropriation, theft, stealing, ...

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Could Outsourcing Transform Your Business's Bookkeeping and Accounting?

Thanks to recent technologies, like cloud-based software ...
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Podcast

Payroll Fraud

The Weekly Fraudcast reveals the business reality of ...

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Podcast

Prevention of Cash Skimming

The Weekly Fraudcast reveals the business reality of ...

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Expense Fraud

Whether it’s cyber fraud, a billing scheme, check ...

StrategyPlus Sba Podast
Podcast

Two Employee Fraud Preventers: Separation and Human Factor

To limit the chance that a trusted employee steals from ...

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Payroll Fraud

The fact that many small businesses typically lack ...

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Podcast

Two of the Most Likely Employee Fraud Angles: Bill Payment and Payroll

Some of the ways trusted employees steal from employers ...

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Ways to Reduce the Risk of Fraud

No system of internal controls should be built on trust. ...

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New Research: Corporate Employee Fraud is Becoming More Prevalent

In-house employee fraud is becoming more prevalent and ...

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Billing Fraud

Billing fraud occurs when an employee submits personal, ...

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Podcast

The Incidence of Fraud Against Small Business

The incidence of internal and external fraud against small ...
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Cash Basis or Accrual Basis Accounting?

Many companies can choose which method they want to use ...
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Podcast

How to Prevent Internal Fraud By Your Employees

Identifying several practices that will help you reduce the ...
StrategyPlus Sba Podast
Podcast

What Financial Fraud From The Outside Looks Like

What a financial fraud launched outside your organization ...
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Using HubDocs Optical Character Recognition with QuickBooks

Reduce risk and costs with fetching technology...
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The CEO's Guide to Reducing Fraud

Implement the necessary steps to detect, reduce, and ...
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Implement Job Costing by Intergrating TSheets with QuickBooks

Management accounting for people and projects...
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Dashboard KPIs with StrategyPlus

Learn the difference between successful companies and those ...
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Key Performance Indicators (KPIs) for Service Businesses

A KPI is a type of performance measurement that ...

StrategyPlus Sba Podast
Podcast

Using a KPI template as a one-page performance score card

Stephen King joins Jim Blasingame to reveal how a KPI, key ...
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Why Outsource Accounting

StrategyPlus outsourced bookkeeping, accounting and ...

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The One Page Scorecard

Learn how people drive profits. Six charts to track ...
StrategyPlus Sba Podast
Podcast

How to Use a KPI Template to Aquire a Profit Lever

How to use a KPI- key performance indicator with your team ...
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13-Week Cash Flow Forecasting Tool

A simple, customizable Cash Flow Forecasting tool in ...

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The CEO's Guide to Keeping Score

How to Drive Growth, Increase Profits and Improve Cash Flow ...
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The StrategyPlus KPI Scorecard

Start Building Your Own Scorecards!

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When your Balance Sheet and Income Statement are Incorrect

A good financial manager looks at both the income ...

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The One Page Scorecard

6 KPI Charts to Drive Performance and Profitability for ...
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The CEO's Guide to Keeping Score

Learn how reports, KPIs, scorecards, and dashboards drive ...
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Allocating Costs and Analyzing Unit Economics

Do you know how much it costs your business to complete ...

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Actionable Financials- Reporting From a Virtual Accountant

One of the hallmarks of a successful business operation ...

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How to Reduce Day Sales Outstanding (DSO)

Every activity your business engages in has a cost and a ...
StrategyPlus Sba Podast
Podcast

Successful CEOs Manage all of the Business by the Numbers

How to measure the performance of the five major areas of a ...
StrategyPlus Sba Podast
Podcast

How The Best CEOs Fire and Promote Themselves

How successful small business CEOs fire themselves from ...
StrategyPlus Sba Podast
Podcast

Using a KPI Template as a One-Page Performance Score Card

How a KPI - key performance indicator, template works, ...
StrategyPlus Sba Podast
Podcast

What Are Your Key Performance Indicators (KPI)?

Winners always keep score, and one of the ways is by ...
StrategyPlus Sba Podast
Podcast

The Headwaters of Your Success -or not- is Pricing

The essential focus on profitable pricing, why it drives ...
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Improve Cash Flow With Reporting

Companies, regardless of whether their business model is ...

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Improve Your Cash Flow with StrategyPlus

Cash Flow is the biggest reason businesses fail!We’ve ...

StrategyPlus Sba Podast
Podcast

The Power of Projecting Cash Flow

Why and how to develop and manage a cash flow projection so ...
StrategyPlus Sba Podast
Podcast

How to Know When to Fire a Customer

What a customer relationship looks like when it's time to ...
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Cashflow VS Profitability

The situation where profit and cash flow are at odds is ...
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True Cost of In-House Bookkeeping & Accounting

Many CEOs and owners rely on in-house bookkeeping and ...

StrategyPlus Sba Podast
Podcast

Connecting Cash Management to Sustainable Success

The key cash management tips and best practices that will ...
StrategyPlus Sba Podast
Podcast

Why Businesses Fail: Failure to Have a Cash Plan

Most businesses fail because they don't understand how to ...
StrategyPlus Sba Podast
Podcast

How to Get a Free Cash Management E-Book and Slide Show

Free e-book, The CEO's Guide to Cash Flow, and the ...
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The CEO's Guide to Improving Cash Flow

28 Ways to Gain Efficiency and Peace of Mind Using Best ...
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Improve Cash Flow With Pricing

Unfortunately, many business owners simply don't ...

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Improve Cash Flow With Payments

Implementing a sound system for managing your ...

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Improve Cash Flow With Collections

Collections are often the last thing anyone wants to do, ...

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Improve Cash Flow With Billing

A more frequent and effective billing process has the ...

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The CEO's Guide to Improving Cash Flow

28 ways to gain efficiency and peace of mind using best ...
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Five and a 1/2 Steps to Your First Budget

Five specific and manageable steps to starting your first ...
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Three Tips to Drop Your Business Days Sales Outstanding

Help your service business drop its Days Sales Outstanding ...
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Podcast

Don't Let Customer Cash Problems Be Yours

How to prevent customers from putting you in a bind by ...
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Using QuickBooks Merchant Accounts to Improve Cash Flow

Through QuickBooks online send invoices with a pay now ...
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3 Killer Apps That Integrate with QuickBooks

The best apps to optimize the small business ecosystem.
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Choosing the Right Accounting Services for Your Small Business

There are many types of accounting-related services ...

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QuickBooks Accounting System Designed for SMBs: The Smart Back Office [updated]

StrategyPlus continually researches and tests the apps ...

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The Smart Back Office

QuickBooks Centric Accounting Systems Designed to Leverage ...
StrategyPlus Sba Podast
Podcast

The Power of a Financial Outsourcing Strategy

How outsourcing the accounting and financial record process ...
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Optimize Your Business's Financial Operations

Get an expert team - a full accounting department plus a ...
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What is The Smart Back Office

A QuickBooks Centric Accounting System.
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Management Reporting Capabilities for Quickbooks by Industry

QuickBooks has become one of the leading bookkeeping ...

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The Guide to Outsourcing Your Business's Bookkeeping and Accounting

This 14-page guide will help you understand everything you ...
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You Just Became a NonProfit's Treasurer. Now, What Should You Do?

If you feel overwhelmed wondering what your role and ...

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Why the Chart of Accounts Is So Important to Your Business

A chart of accounts set up for management reporting ...

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Client Accounting Services: A New Way to Outsource Accounting

Client Accounting Services firms come in ...

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Get a Full-Service Accounting Department For the Price of a Bookkeeper

Get an expert team of a bookkeeper, accountant, controller ...
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CPA Firms or Outsourced Accounting

It takes a lot of work to build and maintain a ...

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The Pros and Cons of Outsourced Accounting Services

Outsourced accounting, bookkeeping, and controller ...

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Put Your Numbers To Work Episode 7

Chris Williams and Steven King speak about the ...

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Put Your Numbers To Work Episode 6

Steve Winter and Steven King speak about why ...

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KPI & Management Report Matrix

This sample set of 12 management reports and KPI ...

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Put Your Numbers To Work Episode 5

Bryan Gregory and Steven King speak about how ...

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Cash Flow with StrategyPlus

80% of businesses fail in the first 5 years find out how ...

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Put Your Numbers To Work Episode 4

Jeff Brown and Steven King speak about how the data ...

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Podcast

Put Your Numbers To Work Episode 3

Art Saxby and Steven King speak about how the importance ...

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Put Your Numbers To Work Episode 2

Peter Mantell and Steven King speak about how employees ...

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Bill Payment with StrategyPlus

Learn how to automate accounts payable with 4 steps using ...
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Put Your Numbers To Work Episode 1

Robin Stanaland joins Steven King to discuss why ...

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Software Consulting Client Story

As a small business owner, you’ve created a successful ...

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Get Started With Software Consulting

Finally, Advanced Bookkeeping Services and Accounting ...

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A Smart Back Office with QuickBooks

A QuickBooks Centric Smart Back Office integrates with ...

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Having a 3 Person Team

Outsourced accounting, bookkeeping, and controller ...

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Experts in Quickbooks

When we take you on as a client, we take the time to ...

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Quickboooks Consulting

Optimizing your system and your bookkeeping and ...

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Ticking Time Bombs

Do you find yourself wasting valuable time handling the ...

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Are Businesses' using Quickbooks properly?

As a company that has been a leader in the accounting ...

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How do clients transfer files to StrategyPlus?

You can set up bills to come directly to StrategyPlus to ...

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What Can Outsourced Bookkeeping Services Do for My IT Company?

Bookkeeping is important for managed service providers ...

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Books are a mess, now what?

When business managers have confidence in the accuracy ...

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What kind of reports should I get?

Most business owners are familiar with the basic ...

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Podcast

StrategyPlus- Another Great Entrepreneurial Story

How Stephen King grew his financial outsourcing business ...
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Podcast

ForbesBooks Radio

StrategyPlus provides outsourced bookkeeping, management ...
StrategyPlus Lonestarradio Podcast
Podcast

The Weekly Business Hour

StrategyPlus provides basic accounting and bookkeeping ...
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Why StrategyPlus Video Series

When you sign up for StrategyPlus services, our ...

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Whitepaper

KPIs for Service Business

This whitepaper focuses on the specific Key Performance ...
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Case Study

Supporting the Client's Auditor

From energy services to nonprofit organizations, learn how ...
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Case Study

Nonprofit Services Client

Bookkeeper turnover, out-of-date books and limited ...
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Case Study

Supporting the Client's CPA Firm

Working together, StrategyPlus and CPA Firm help IT Service ...
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Are You Sure Your Financial Statements Are Correct?

When it comes to accounting, there are two foundational ...

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Case Study

Nonprofit Organization Client

StrategyPlus provides timely, accurate financial ...
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Case Study

Consulting Services Client

A Washington D.C.-based consulting firm had outgrown its ...
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Case Study

Energy Services Client

Oil and Gas company achieves strategic growth with ...
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eBook

The NonProfit's Guide to Making Data-Drive Decisions

Just like a for-profit, a nonprofit needs actionable ...
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Slideshare

The NonProfit's Guide to Making Data-Driven Decisions

5 Steps to Increase Outcomes, Raise More Money, and Improve ...
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The NonProfit's Guide to Making Data-Driven Decisions Video Series

Financial intelligence is the key to help you fulfill your ...
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Nonprofit's Guide to Data-Driven Decisions

Help nonprofits build a management reporting system to get ...
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Nonprofit Accounting & Reporting

How we help Nonprofits keep their finger on the financial ...
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Podcast

Life in Accounting

The Value of Accounting Knowledge and a Diverse ...

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Leverage a Growth Mindset

By leading with a growth mindset, business leaders also ...

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True-Costs of a Bookkeeper

Your business's profitability is largely dependent on ...
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3 Options for Bookkeeping Services

3 types of bookkeeping services and the cost of each...