As we urge every CEO and business owner to do, we compare actual results with the projections the client made at the beginning of the year, whether it’s a formal budget with staff accountability or not, and we ensure a discussion with management follows. Even without...
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...
I had a meeting this week with an entrepreneur/founder who had been advised to engage a fractional CFO to help him manage his company. The business is actually in its 7th year and has been singlehandedly managed by the founder, growing to a few million dollars in...
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...
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...
