Do You Know What Metrics You Should Be Tracking?
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Do You Know What Metrics You Should Be Tracking?

Coming up on mid-year, you might be reflecting on the first half and are either looking to course correct or finish strong. What are you going to start doing, stop doing, and keep doing?   One of the ways to determine this is to look at the key metrics of your business and see if you’re…

Your Most Googled Financial Questions Answered: Taxes, Credits, & Deductions
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Your Most Googled Financial Questions Answered: Taxes, Credits, & Deductions

Wrapping up our series on your most googled financial questions, we saved a big one for last: taxes. A word that strikes fear in the hearts and minds of many business owners. But, it doesn’t have to.  Every business owner has a big dream for their business and wants to make it happen. However, many…

Your Most Googled Financial Questions Answered: Should I Rent or Own My Company Building?
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Your Most Googled Financial Questions Answered: Should I Rent or Own My Company Building?

As a business owner, have you ever thought about whether you should own or rent your company building? It’s likely you have since it’s one of the top most-Googled financial questions in the U.S.  Every business has a big dream for their business and wants to make it happen. But, along the way many business…

Your Most Googled Financial Questions Answered: Insurance & Estate Planning
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Your Most Googled Financial Questions Answered: Insurance & Estate Planning

These days, when we don’t know the answer to a question, we often quickly turn to the internet. When someone raises a question in a group, it’s not uncommon to hear, “Let’s Google it.” We’re launching a series of your most-Googled financial questions, answered. Up first: insurance and estate planning. Most people are familiar with…

3 Quick Tips for Perfecting Your 2022 Projections
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3 Quick Tips for Perfecting Your 2022 Projections

Whether you’ve finished your 2022 projections or not, here are 3 tips you need to know to put the finishing touches on your forecast for next year: 1. Look for tendencies in your forecasting to gain insights on things you can do to improve next year. Did you overestimate revenue and profits? Maybe you were…

Breathe Easier with a Cash Budget
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Breathe Easier with a Cash Budget

Cash is like oxygen to a business owner. It’s necessary. The struggle comes when business owners get confused and frustrated trying to manage the cash flow of their business. It shouldn’t be so hard to predict cash collections and then match expenses against that. But when growth happens, receivables go up and cash goes down because revenue lags…

Is It A Cost Or An Investment?
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Is It A Cost Or An Investment?

As the economy begins to swing back upwards, business owners are asking “Should I be investing in people or equipment or in a building that my business could occupy?” For many of my clients, the answer is yes. But with many businesses recovering from tight cash flow the past year or more, it’s difficult to look…

Business Succession Planning- How Ready Are You?
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Business Succession Planning- How Ready Are You?

Every business owner has a big dream for their company and wants to make it happen. Yet in many businesses, too little of that work goes into determining who will take over when the founder leaves the stage.  Only one in four private companies say they have a formal succession plan in place. Many CEOs are too caught up in…

How Business Owners Are Setting up For a Strong Start To 2021
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How Business Owners Are Setting up For a Strong Start To 2021

When it comes to running a business, every business owner wants to be confident about how to move forward with a strong financial position. In order to do that, they need to increase revenue and maximize profits. The problem is most business owners aren’t experts in knowing how to manage the financial part of their…

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