Blair Morrison, CEO

Repetition is Key

Want to help your clients understand their financials better? The key to understanding anything is repetition. When I first learned to tie my shoes it was a real challenge, but after years of repeating the same thing over and over again, I do it without thought. The same is true for financial information! As financial professionals we LIVE the numbers, we look at them all day every day.

Most people, especially extremely busy business owners and operators, don’t live in the numbers. What is the best way to get someone familiar with something they don’t do every day? Start with a few key numbers and repeat, repeat, repeat.

Another thing that helps is to make those numbers jump off the page. How? Not with paragraphs of text information (more information they don’t have time for isn’t going to help!) or monthly 1+ hour-long calls. Give them a snapshot of the numbers that are consistent, easy to access, and frequent.

A Customized Visual Dashboard for QuickBooks Online

Start with 5 or 6 numbers you know matter to them. Walk them through the dashboard monthly first, then cover anything else you want to cover. Next, let them know they can check in any time they want. Repeating this process with clear, concise information over 6-12 months can change the relationship an operator has with their numbers. Put the power and the timing in their hands. If the dashboard is easy and intuitive – hint: AutoCFO is a great dashboard tool – you could be the hero that helps your clients get to know their numbers. Sign up for your free trial today!

Blair Morrison, CEO

Building Your First Business Is Hard at Any Age

It took me years to build back up the kind of courage I had when I was 18 years old. I think that is one of the reasons the average age of an entrepreneur is 42 years old. The real world isn’t simple and it can challenge even the most optimistic souls. At the end of the day we all have to pay rent, right?

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Blair Morrison, CEO

How Much Does a Financial Model Cost?

I love this question. My cofounder, Lindsey, likes to ask people, “Do you value your time?” For me the answer is a hard yes. I have charged by the hour for my consulting clients for years, I know how much my time is worth.

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