
Over the years, I've had the opportunity to work with businesses of every size. Some have been start-ups with just a handful of employees. Others have generated hundreds of millions of dollars in annual revenue. Different industries, different owners, different challenges. But in spite of the differences, I've found an interesting commonality. Companies that are financially successful aren't necessarily the
The Managing Partner of a multi-state firm with 37 partners had concerns about firm operations and its plans to grow
What happens when you combine an overworked CFO / office manager, a lack of assigned administrative responsibilities, and an old
Sometimes my work gets deep into Policies and Procedures and how they affect and protect businesses. And when I start
Most business owners get financial reports monthly: Profit and Loss, Balance Sheet, Statement of Cash Flows. Some look at them
Throughout 2022, trends such as the Great Recession and Quiet Quitting were rampant. In 2023, retaining top talent and planning
I’ve seen it happen often. An employee walks off the job, and there is a sudden scramble in the office.
Even though I am not a CFO, I recognize that there are ways that I have been impactful to my
Often, I’m told by a business owner that they don’t understand why their financial statements show strong profitability for two
As the end of the fiscal year comes into focus, it’s time to put together plans for the upcoming year.Â
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