How to Protect a Potential Client Relationship Before It Breaks

by admin.virtas | Sep 14, 2026 | Uncategorized

A potential client can lose confidence before pricing, scope, or delivery ever enter the discussion. In professional services, trust is built through small signals that show whether a firm listens, follows through, and handles access with judgment. The risk persists...

How to Get Out from Under Unapplied Cash

by admin.virtas | Sep 3, 2026 | News & Insights, Thought Leadership, Uncategorized

Our first post in this series laid out what unapplied cash costs you: distorted AR metrics, collectors chasing customers who’ve already paid, audit exposure, and real escheatment risk if the balance ages far enough. This post will help you understand how to...

Material Weaknesses are Becoming a Finance Capacity Problem

by admin.virtas | Aug 11, 2026 | News & Insights, Uncategorized

Summary  KPMG’s latest material weaknesses study offers a timely signal for CFOs, CAOs, controllers, audit committees, and private equity sponsors: material weaknesses are not just compliance issues. Increasingly, they reflect finance functions that are being asked to...

Episode 7: AI as a Digital Worker: Moving Consulting from Personal Productivity to Organizational Impact with Ray Hsu

by admin.virtas | Jul 15, 2026 | Podcasts

Every CEO is telling their teams to “do something with AI,” so most firms hand out ChatGPT licenses, call it transformation, and move on. Then they ask it to forecast demand or reconcile five years of data, get a generic answer, and decide AI...

Episode 6: How to Turn a Potential Client into an Enemy: A Conference Invitation Failure

by admin.virtas | Jul 1, 2026 | Podcasts

Have you ever watched a firm with real talent completely sabotage a relationship through sheer carelessness? In this episode, Neal shares a firsthand account of being disinvited, and essentially accused of planning to crash a party, by an investment bank conference...