Jun 4, 2018
“We hate keeping track of time,” the business owner told me, shaking her head. “We really suck at it. But I want to know how efficiently our employees are working. I’d also like to see how our billable hours stack up against our competitors. Isn’t there another way...
Jan 30, 2018
I recognize our company is an outlier. Everyone here loves the busyness of January: closing out our clients’ year-end books and getting things ready for tax preparation. (To be clear, we don’t prepare taxes: our CPA friends do. We tidy up the books and make the final...
Jan 1, 2018
It’s a brand-new year, full of promise and potential. I hope you’re rolling up your sleeves to improve cash flow this year. Wait, that wasn’t one of your new year’s resolutions? Your current year budget isn’t in place? Don’t despair, it’s not too late. The best way to...
Dec 4, 2017
You know you’re an accountant when — during the turkey dinner, holiday shopping, and assorted festivities — your brain turns to budgeting. That’s on my mind a lot right now, as our firm guides clients through exercises and calculations to give them a detailed forecast...
Jun 27, 2017
Have you hesitated about rolling up your sleeves and digging into the financial side of your company? Then read on. This information will add years to the life your business—and make sense of your conversations with accountants and other trusted advisors. Let’s Start...
May 4, 2017
Every business has a number. Now I’m the numbers guy, so of course I’d say something like that. I’ve even written before about key performance indicators (KPIs) and how crucial they are to managing any business. I’ve discussed the ways in which numbers help our...
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