Owners and CEOs of middle market and smaller privately owned companies have to make cash investments in the future of their companies just like the Fortune 1000 do. But they often don’t have the seasoned financial analyst on board to develop discounted cash flow...
OK, not a very descriptive title – and in fact the word “EARLY” is actually wrong. It’s just that far too many owner/CEOs wait until the last minute – actually well into the last minute – before they start preparing for the sale of the company they’ve been building...
A former client has had to make a change in the head accountant position at their company, and the new accountant asked: “Why are you keeping your books on the accrual basis, when you file tax returns on the cash basis?” I was asked for my opinion. Without commenting...
If you are a member of the management team of a calendar year company, and you’ve not started your budget development for 2022, you’re already late. Remember how last year went? Getting ready for the new year at this point isn’t going to be easy, but it’s going to be...
One of the things that small businesses – and often mid-sized ones too – don’t do well is bookkeeping, the source of all their financial reports. When money to (1) expand the sales and marketing team, or (2) add new products, or (3) pay bonuses to the owners, have to...
