CPA Finance Lean 
The Next Web
JULY 13, 2012
And self-financing puts the emphasis on business credit. For this reason, many small business owners lean on their personal credit to fund their business. Your CPA can advise you on the best legal structure for your particular situation, as your choice in entity can have some pretty significant implications on your taxes.
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. Listen to Episode 9: Show notes: What is Lean Planning? Lean Business Planning by Tim Berry – (31:21). What’s the lean mean? – (:25).
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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. Start your lean business plan today: Download our Free Lean Plan Template one-page-pitch-download.pdf. I’m going to start with what’s a lean business plan.
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. Marketing Podcast with Jason Blumer. Jason Blumer (01:14): Hey John, thanks for having me.
Up and Running
AUGUST 28, 2019
Consider finding and working with a CPA and a lawyer. Also, creating a quick lean financial forecast will help ensure your business idea is viable and financially sound. Because of its popularity, Delaware is also statistically a popular state for investors to finance businesses.
Up and Running
APRIL 2, 2015
I was really disappointed when I needed my company’s first commercial bank loan to finance receivables of more than $1 million—from well-known distributors no less—and we ended up having to sign a lien on our family home to get the loan. See Also Introducing Lean Planning: How to Plan Less and Grow Faster. Do you find this daunting?
Up and Running
JANUARY 5, 2021
Create a Lean Business Plan. Establishing goals also opens the door to develop a Lean Business Plan. Writing a Lean Plan is the perfect process for those turning a hobby into an actual business. Since you already have a product or service offering, the Lean Plan helps you outline how that will function as a business.
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