Posts Tagged ‘canopy advisory consulting’

Data Analytics: You don’t have to be big to do Big Data

Some leaders of small- and medium-sized businesses (SMBs) may think that they don’t need advanced analytics: they are doing just fine, thank you, with reports and basic dashboards.  Besides, they don’t have the resources to leverage data, or don’t need analytics.

From my experience, they should reconsider:  reports only look in the rearview mirror.  Modern, forward-looking tools and techniques are more accessible, powerful and affordable than ever.  Businesses are to the point that they can’t afford NOT to do data analytics – especially because their competitors probably are.

If you’re not sure how to get more out of your data, and then how to reap the benefits, this series of blogs may be helpful to you.

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Canopy Consultants Offer One-Two Punch for Client

“With the help Canopy and its talented consultants, we were able to bring rigor to our financial processes, allowing us to make better decisions for our investors.” ­­—Daren Schmidt, managing partner, Allante Properties, LLC.

Founded on the heels of the Great Recession, Denver’s Allante Properties has burnished its reputation as a multifaceted real estate firm that aggregates private investors to fund acquisitions and developments of apartment communities.

In 2016, the firm determined it needed a more streamlined approach to its finance system to ensure that there would be no gaps in how staff at the corporate office managed cash flow and accounting processes with its subsidiaries and project entities.

“We’re a small company with big projects, and our finance and accounting system was not where we wanted it to be,” says Daren Schmidt, managing partner, Allante Properties, LLC.

The firm engaged Canopy Advisory consultant Jennifer Almquist — whose expertise lies in solving complex issues concerning corporate finance, accounting and finance reporting — to take a deep dive into Allante’s existing finance and accounting processes, and make several high-level recommendations for a more efficient operation to support the company’s strategic objectives.

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Confessions of an Accidental Free Agent

There is a lot of chatter about the gig economy — independent contractors, self-employed consultants, on-demand workers, e-lancers, high-lancers — and whatever new terms come out tomorrow that describe this shift in the way people are earning a living. It is usually described in the context of highly capable people choosing a different path, intentionally blazing their own trail, and embracing the American entrepreneurial spirit.

I have a confession. I’ve been an independent consultant for seven years now, and I feel like one day I tripped, tumbled down the proverbial rabbit hole, and ended up in freelance wonderland. Here is the ironic part. Most of the work I do involves advising clients on being intentional and structured in the way they drive their business forward. I help them create strategic business and marketing plans to grow in a deliberate and measurable way. But when it comes to my own consulting practice, it began a little less…deliberately.

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The professional on-demand workforce includes all generations

Older, more experienced independent professionals between the ages of 35-55 are the ones most sought-after by today’s businesses for on-demand assignments. This makes sense, given businesses’ emphasis on proven skills and experience (See previous post). Mid-career professionals satisfy this need.

Not only does this arrangement work well for employers, it works well for on-demand consultants as well. A professional woman in this age group is often stressed out by balancing career goals with the challenges of caring for a growing family. On-demand work provides her, too, with a good solution.

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But you have a law degree…

I just completed the Intellectual Property LLM degree program at University of Washington School of Law…and the first question I get asked is always: Why aren’t you practicing law? It’s natural to think that after spending 3 or more years in law school, one would then go on to practice law, which I did for several years after receiving my JD from Northwestern University School of Law. But as most law graduates know (whether they practice or not), law school and practicing can lead to so many more opportunities. I’m excited that my next opportunity is Canopy Advisory Group Seattle!

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