Strategy and Productivity

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 …

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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. …

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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, …

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2022, CFO services, accounting, financial, bookkeeping

Interested, or Committed?

I was listening to a podcast the other day discussing what is necessary to practice high performance. The host posed a thought-provoking question to the guest: “Are you interested in high performance, or are you committed to high performance?” There’s a big difference. This question prompted me to increase my intensity now in order to get my Q4 projects wrapped up …

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