Your quarterly review shouldn’t be a huge, burdensome process. In fact, the review process should be simple and energizing for everyone involved. It’s an opportunity to reconnect your team to your shared purpose, and make sure everyone is clear on the goals you are pursuing as a company.
Read MoreToo many business owners leave their personal lives out of the financial equation. They’re so focused on the business’ ‘success’ that they never stop to consider where they want to be in relationship to it — now and in the future.
The thing is, we’re not just business owners, we’re people with families, retirement goals and any host of other responsibilities.
Read MoreDo you know that in 2018 women owned over 43% of all privately held businesses in the U.S. but brought in only 4.2% of revenue? We're out to end this Gender Revenue gap, because its a power gap as well as a wealth gap. Time for change.
Read MoreAn experienced CFO can also help you avoid big, expensive problems. So today, I’m sharing 10 ugly, true life problems I’ve helped my clients overcome. They include fraud, corruption, misuse and mismanagement, worst of all these are all real and all completely avoidable. I hope they never happen to you!
Read MoreThis misallocation of resources (you!) is a plague for growth stage companies. The underlying problem is usually weak organizational structures and teams that don’t fully understand their role and the role the owner should be playing.
They’re constantly reacting instead of doing what they do best; the thing that is usually at the core of their business.
Read MoreWhen cash is tight, seeing profit on your P&L does not feel like the truth you are living — because profit is not cash. There are dozens of places where your Balance Sheet is connected to your P&L. This post covers the top five.
Read MoreWe know all too well the heavy load debt can be in our lives. Debt is probably one of the biggest burdens in our consumer society, and one heck of a monster that puts a leash on your best efforts to gain wealth and keep it.
Read MoreBanking is a funny thing. With every deposit we are actually putting our money in someone else’s hands and trusting that it will be there when we want or need it. We’re also giving that institution the power and ability to use our money while it is held on deposit.
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