To our clients, friends and associates who are the CEO/owner/operator of your business – this post is for you. It’s my annual “No, you don’t have to, but you really should.” So, we’re now in the 4th quarter of 2023. The year is almost over. Well, sort of. Only the...
Last year we worked with a client in the furniture distribution business, a successful, rapidly growing company with retail customers across the country and suppliers across the globe. They asked us to help them integrate the financial systems of a company they had...
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...
You don’t need a professional advisor to tell you that the value of office space has declined in the past couple of years as companies reduce their space need and adapt to the concept of remote work. On the flip side, it doesn’t take much research to be aware that...
So, maybe you saw my post from January 14 – “Business Planning is Crap” – and you believed it, perhaps without reading beyond the title. No budget, no financial plan and you like it that way. One day at a time. We actually have a couple of clients like that. And most...
