CPA Entrepreneur Forecast Founder 
Duct Tape Marketing
FEBRUARY 10, 2022
Jason is a Co-founder of Thriveal, a firm that helps entrepreneurial CPA firms connect, learn and grow. He’s also the CEO of Blumer CPAs where they serve as an advisory firm for the design marketing and creative agency services niches. [8:16] Does that muddy up the forecasting, the models, or the accounting? [12:31]
YoungUpstarts
SEPTEMBER 28, 2017
Ed Rempel is a CPA and a fee-based financial planner who writes and is frequently quoted on investment issues and trends. That includes business owners and entrepreneurs at every stage of their business’ evolution, Rempel explains. Ed Rempel: Being an entrepreneur involves experimenting and finding your own way.
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Up and Running
JULY 31, 2015
This week Peter and Jonathan talk to Tim Berry, founder of Palo Alto Software, about lean business planning, strategy, tactics, specifics (milestones), and the forecast. Strategy, Tactics, Specifics, and the Forecast – (11:45). We have Tim Berry, founder of Palo Alto Software with us. – (:25). Peter: Sure.
Women Entrepreneurs Can
APRIL 25, 2021
.” – Anita Roddick (Founder at The Body Shop). The business world is witnessing a high number of women entrepreneurs in the corporate sector. This accelerates the number of female workers and entrepreneurs in the town while empowering the females’ working status in society. And for that, all you need to do is….
Up and Running
MAY 28, 2015
We recently had Tim Berry, Palo Alto Software founder and business planning expert, present our Bplans audience with his latest advice on lean business planning. That’s the sales forecast, the spending forecast and the cash flow. They’re going to look first at the sales forecast. It is not a document.
Startup Lessons Learned
JUNE 5, 2009
When the project winds up getting cancelled for failing to meet its ROI justification, it’s natural for the entrepreneur to feel like it was the CFO – and their innovation-sucking spreadsheet – that is the real cause. Just because entrepreneurs tend to forget about these models doesn’t mean their investors do.
Up and Running
DECEMBER 9, 2014
Are you an entrepreneur or small business owner with questions about funding your small business? I’m the CEO of Executive Speaking Success and I’m a long-time entrepreneur. I’ve been an entrepreneur for almost as long as I can remember. My founders and I started the company about three years ago.
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