Do You Have A Pricing Strategy?

    Posted by Jon Trunk on Dec 9, 2021 8:34:33 AM

    Do you lack clarity on the pricing of your goods/services? Are you struggling to manage disruptions in your supply chain or labor costs? Are you experiencing margin erosion and are not sure what to do?

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    Topics: BUSINESS PLANNING STRATEGY, Strategic Planning, Strategy, Business Advisory, Business Owners, Pricing Strategy

    Ready to Make a Change? 5 Steps to Streamline Your Auditor Transition

    Posted by Tom Petrovic on Mar 25, 2021 8:56:22 AM

    Was your annual audit process painful? Did you hear more about issues, or did you access meaningful insights?

    Whether you’re looking for new perspective, enhanced access to resources, or greater responsiveness, developing a new auditor relationship can seem like a daunting task. However, the transition can be made simpler with a vetting process that identifies the right firm, people, processes and technology to meet your needs and ensure seamless onboarding.

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    Topics: BUSINESS PLANNING STRATEGY, ohio, planning, workplace productivity, Management, Audit, Experience, Shareholder, Tom Petrovic, A&A, Audit Team

    Leadercast 2018: My Personal Experience

    Posted by Miranda Hawk on May 17, 2018 1:41:10 PM

    Two weeks ago I had the privilege of spending a full day investing in myself. I learned from leaders across the globe who have paved the way before me and were willing to share their stories and lessons on how I can lead myself more effectively, so that I may lead others. Learning new perspectives and valuable tips for self-evaluation and growth fueled my fire.  

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    Topics: Insider, BUSINESS PLANNING STRATEGY, Strategic Planning, Accounting, cpa, dayton cpa, cincinnati cpa, Takeaways, culture, values, brixey and meyer, miranda hawk, ohio, Leader, Leadership Advisory, Marketing, Business Advisory, Leadercast

    10 Steps To Consider When Evaluating Your Succession Plan

    Posted by Doug Meyer on Jan 20, 2017 8:03:00 AM

    It’s never too early to start your process for Succession Planning. Mapping out both your personal and professional goals, as a business owner, is critical to long-term success.

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    Topics: BUSINESS PLANNING STRATEGY, Strategic Planning, Tax Planning, Succession Planning, acquisition

    #MeetUsMonday :: Introducing Jonathan Trunk

    Posted by Miranda Hawk on Nov 14, 2016 9:33:11 AM

    We are so excited to introduce you to Jonathan.  He's the newest member team & manager on our growing  Business Advisory team.  Our Business Advisory group helps with Process Improvement, System Optimization, Change Management, Professional Management, Sales & Ops Strategy...and more.  Due to our niche scope in services, our client range expands from start-up to Fortune 10 companies.  

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