An accountant walks into a bar . . . No, it’s not the beginning of a corny joke. It describes a visit I once made to a client. Her books were in shambles. She was bouncing checks right and left. She never had as much money in the bank as she thought she should. And …
Read moreEvery 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 clients keep score of monthly, quarterly, and yearly results. And …
Read moreCall me a nerdy numbers guy, but at NPS this isn’t the holiday season, it’s the budgeting season. Did your eyes glaze over at “budgeting”? Did your brain immediately go to “I can’t be fenced in by some bean counter, telling me how many pencils we get to buy next year!” Then I accept your …
Read more“It’s a work in process,” I said, as my wife stared at the partially installed and therefore fully ineffective replacement shower door. Where she saw an incomplete Honey Do project, I saw progress—small though it may be. I’ve run into similar situations when looking at some of my clients’ financial results. The owner will tell …
Read more