Are you missing Strategic Planning? Let’s quickly get through the first three items in any strategic plan. Here’s a quick review. These are key to making sure that everyone in your company is on the same page. Vision and Mission Statement – Why do you exist, and what is it that you provide to the marketplace? SWOT Analysis – Strengths,
Perhaps not quite as significant as Harrison Ford’s character’s choice in Indiana Jones and the Last Crusade, choosing a name
The Managing Partner of a multi-state firm with 37 partners had concerns about firm operations and its plans to grow
What happens when you combine an overworked CFO / office manager, a lack of assigned administrative responsibilities, and an old
Sometimes my work gets deep into Policies and Procedures and how they affect and protect businesses. And when I start
Most business owners get financial reports monthly: Profit and Loss, Balance Sheet, Statement of Cash Flows. Some look at them
Throughout 2022, trends such as the Great Recession and Quiet Quitting were rampant. In 2023, retaining top talent and planning
I’ve seen it happen often. An employee walks off the job, and there is a sudden scramble in the office.
Even though I am not a CFO, I recognize that there are ways that I have been impactful to my
Often, I’m told by a business owner that they don’t understand why their financial statements show strong profitability for two
Our people are unique CFOs. They are all operationally
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