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Taking a Higher Level View

Even though I am not a CFO, I recognize that there are ways that I have been impactful to my clients. After all, although the matters that I deal with are not strategic, I am in a good position to be advising not only my client, but the staff I work with, on some practical interventions that help assure that

Dec 19 2022
Dec 19 2022

Removing Confusion From Your Financials

Often, I’m told by a business owner that they don’t understand why their financial statements show strong profitability for two

Dec 15 2022

It’s the time of the year for strategic planning and budgeting

As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year. 

Dec 12 2022

Put Your Team First

The COVID-19 pandemic, and now high inflation have changed the business world and 2022 was a year of transition. The

Nov 28 2022

Your Inventory Value Report

If you're like most business owners, you probably don't give much thought to your inventory value report. After all, what's

Nov 21 2022

Petty Cash The Right Way

You know how everyone likes to have a little extra cash on hand for those unexpected expenses? Well, your business

Nov 14 2022

Check Your Company’s Oil

Seven-point maintenance checklist to tune your business engine for success I like highly tuned sports cars. There is a certain

Oct 30 2022

Strategic Planning for Business Owners: Staffing During Exponential Growth

If you're in a business that's experiencing exponential growth, one of the problems that you're facing even now is staffing.

Oct 24 2022

Reconcile That Account! (Not Just Your Checking Account…)

As a business owner, you must understand the importance of reconciling your accounts—and no, not just your checking accounts! Do

Sep 16 2022

Six Steps to Managing Your Cash Flow

Everyone has a checkbook. If you think about it, your personal life operates just like your business, but it’s on

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