Dec 12, 2023
The nicest thing about not planning is that failure always comes as a complete surprise and is not preceded by a period of worry and desperation. -Richard Palmer When I ask clients if they want our help preparing next year’s budget, there’s always a few responses that...
Mar 20, 2020
We’re long past the dark days of early COVID. But times are always uncertain and scary for some business owners somewhere. If that’s you today, the offer to be of service still stands. _____________________________ Life changed. For me it was last Thursday...
Feb 4, 2019
Barry, owner of an electrical contracting business, was frowning at the reports on his desk. His eyes narrowed as he looked up at me. “When we talked a week ago, you told me last month’s income was the best month of the year so far,” he said. “But when I run the...
Apr 19, 2018
The owner of a marketing communications business—let’s call her Christine—was sitting across from me. She cradled her head in her left hand and sighed. Then she looked over at me with large, pleading eyes and said, “My people have never been busier. But in the 10...
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...
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