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7 Strategic Planning Steps to Make Your Company a Future Success

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,

Apr 15 2024
Jul 10 2023

You Have Chosen Wisely: Make a Trademark Search Part of Choosing a Name for Your New Business

Perhaps not quite as significant as Harrison Ford’s character’s choice in Indiana Jones and the Last Crusade, choosing a name

Jun 21 2023

Who’s in Charge Here?

The Managing Partner of a multi-state firm with 37 partners had concerns about firm operations and its plans to grow

Jun 21 2023

When Does the CFO Order Office Supplies?

What happens when you combine an overworked CFO / office manager, a lack of assigned administrative responsibilities, and an old

Jun 01 2023

How Are You Protecting your Business?

Sometimes my work gets deep into Policies and Procedures and how they affect and protect businesses. And when I start

Jun 01 2023

How Serious Are You About Your Company’s Financial Success?

Most business owners get financial reports monthly: Profit and Loss, Balance Sheet, Statement of Cash Flows. Some look at them

Apr 19 2023

Succession Planning Creates Transition Success

Throughout 2022, trends such as the Great Recession and Quiet Quitting were rampant. In 2023, retaining top talent and planning

Apr 18 2023

How Deep is Your Bench?

I’ve seen it happen often. An employee walks off the job, and there is a sudden scramble in the office.

Dec 19 2022

Taking a Higher Level View

Even though I am not a CFO, I recognize that there are ways that I have been impactful to my

Dec 19 2022

Removing Confusion From Your Financials

Often, I’m told by a business owner that they don’t understand why their financial statements show strong profitability for two

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