Quarterly review

Quarterly Review: Review. Reframe. Realign. Rekindle.

It’s time again for a quarterly review. The first quarter just ended. Check in to see how your performance is tracking compared to your goals. Do you need to rethink any goals or realign any projects? Are you on track with your financial forecast and the large projects you laid out last fall in anticipation …

Quarterly Review: Review. Reframe. Realign. Rekindle. Read More »

stress

How CEOs can Transform Financial Stress into Success

CEOs and business owners are under a tremendous amount of stress these days. Even if the business is profitable and has decent cash flow, leaders face uncertainties such as supply chain issues, inflation, difficulty finding staff, the potential of rising interest rates, the pressure of the board of directors to perform better and corporate taxes. …

How CEOs can Transform Financial Stress into Success Read More »

balance sheet

How to Add $722,000 to Your Balance Sheet

I work with many bankers and lawyers who call me when they have a customer or client whose company balance sheet shows they need help improving their business. The initial assessment takes about a week. We review the companies’ internal controls and backroom systems. Then we look at the historical financial statements, the current forecast, …

How to Add $722,000 to Your Balance Sheet Read More »

Scroll to Top