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...
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...
We have a client that has been coming out of a revenue decline induced in part by COVID 19, and they’re now in the black and growing nicely. But their accounting team has consistently been below an acceptable standard for performance. So when we started working...
To my Board director friends: How do you guide long range thinking without overstepping your job description? I am a longstanding board member of a mid-sized nonprofit organization that is about to develop their next strategic plan – a 3-year look into the future of...
Many companies today are struggling with the effects of inflation and the aftereffects of COVID, and keeping enough cash to operate efficiently is a big challenge. But for others, cash management is a different kind of issue – they have more cash than they need to run...
We have a client who engaged us to help them integrate an acquisition and structure a financial function for their rapidly growing company and guide its financial strategy as the company grew. Or at least we thought that was the plan. Along the way the CEO hired a...
