Mid-Year Financial Goals Check: Reviewing Budget vs Actual
Just about every business has goals, whether they’re informal targets or the product of a more formal plan. But just as important as setting the right…
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Dashboard for Small Business: Financial Scorecards for Owners
How far would you get into a road trip without your speedometer, gas gauge, map, or GPS? Likely not very far. So why are you still…
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The CFO’s Approved Small Business Financial Report Template
Serious About Your Small Businesses Finances? You’ve come to the right place, with our CFO Approved Small Business Financial Report Template you get an in-depth review…
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QuickBooks Alternatives: 5 Situations Considered
Ask anyone who started their career in public accounting, and they probably don’t have a strong impression of QuickBooks. However, ask any business owner, and you…
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Small Businesses Lessons from Public Companies
While sitting with a client recently, we needed to solve a problem – they needed aluminum cans. Production was being constrained by the lack of aluminum…
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4 Metrics Any Business Owner Should Review Monthly
Part of the problem with financial statements is they do not tell the whole story, metrics wise. Each financial statement tells part of a story. One…
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Financial Reporting Falls Short of Todays Entrepreneur’s Needs
From day one, a business owner has been told they need to care about the financial statements. If an owner attended business school, most classes reinforced…
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You Could Be Losing Big If You Aren’t Tracking Marketing ROI
No matter the size of your business, you are most likely spending money on marketing. In total, companies in the United States spent $2.1 trillion on…
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An Owner’s Guide to Financial Reporting
I often read articles that point to characteristics that help some be better equipped to own a business than others. I work with enough business owners…
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Why Your Income Statement Doesn’t Match You Bank Account
“How can that be my net income?” “I didn’t make that much, check my bank account?” “This income statement makes no sense to me” I have…
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That Other Statement – What is the Statement of Cash Flows?
Earlier this week I was having coffee with a potential client when I heard two interesting statements from him within 5 minutes. It started with him…
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3 Keys to Reviewing Your Financial Statements
Let me get this off my chest right away….most business owners stink at reviewing their financial statements. It’s not an intelligence thing or even a lack…
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