CEOs Need to Look at Budgeting Differently: It is Your Job to Think Big Picture

Many CEOs detest the budget process, and some think it’s a complete waste of time. But with the fourth quarter underway in the 2018 budget process, it might be time for an attitude adjustment — or in business terms, a paradigm shift about how you think about budgeting. We are not here today to talk […]

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Do you have unrealized profit in your company?

Companies are often focused on improving their bottom lines and with good reason—it directly relates to increasing profits.  It is often overlooked the impact a few tweaks can have on profit and the even larger impact it can have on a company’s sustained value. It’s important to work hard AND be smart about your efforts […]

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With uncertain times, it’s never too early to start planning your taxes

With uncertain times in Washington and wrangling over the president tax proposal, it’s still never too early to start planning for taxes. In fact, this year it may take even more planning because of the need for modeling on several different alternatives. Summer is the perfect time to start tax planning. We’re halfway through 2017, […]

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5 Signs You Need a Part-Time CFO

Most growing companies hit a point where they need a part-time CFO. Here are a few signs that this time has come: 1. Your financial reports do not inspire confidence: Your financial reports should provide timely and accurate visibility into your organization. They should be tailored to your company and industry, and include ratio analysis […]

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Financial Projections: Is a Surprise Around the Corner?

We have all done it. Reveling in that nice feeling of accomplishment after creating a great budget from a detailed analysis… only to have it blown within the first month of the new year. Can we avoid these unexpected curve balls? It is not likely that we can avoid them all together, but there are […]

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