As I sort through our daily barrage of emails, I see more than a few offering webinars or workshops or white papers promising to help business owners learn how to read their financial statements. All very nice and certainly addressing a need we frequently see when we...
Relief from the impact of weather is not something we expect from the Internal Revenue Service; hearing from them is more often than not receiving a disturbing letter in the mail. But sometimes we get surprised. Politicians wanting to defund the IRS for collecting...
HAPPY NEW YEAR! We hope for you and yours a healthy, happy and prosperous new year. That said, let’s talk about how to help create the prosperous part of that. Specifically, let’s focus on the financial plan/budget that you’ve finished just in time to start the new...
Earlier this month I wrote about the need to get on with planning your company’s financial goals for 2023, and I pointed readers to an online course to help those who either have never done this before or need a refresher on how to do it right. The image at left is...
We have a client whose accounting activity functioned for years under the direction of non-accounting management, not uncommon among smaller privately owned companies whose limited resources often put accounting last on the shopping list. In this case, as we began...
If you have been following my posts for a few years, you’ve seen this diagram at least once before. It’s the master plan for planning that the best-in-class companies use to drive strategic direction and goal setting. Each year I urge more of our CEO readers to adopt...
