Here are some metrics that are good metrics but sometimes business owners rely too heavily on them instead of really trying to improve the business. … Read More »3 metrics you are focusing on that may not help improve your business – Revenue, Profit, Growth
I had the pleasure of being on the Rialto Marketing Podcast with Tim Fitzpatrick. We covered some great topics including – How can people be… Read More »Podcast on Bookkeeping, Budgeting and Profitability
For most CEOs one thing they struggle with for bookkeeping is how to classify transactions – should it be an office expense, cost of goods… Read More »How to classify transactions for bookkeeping
Now that PPP2 has come and gone for the most part we are seeing more questions for help on the Employee Retention Credit (ERC) to… Read More »Employee Retention Credit (ERC) Overview
Bookkeeping is a very general term and has many different definitions kind of like a handyman. Some handyman can repair everything from HVAC to plumbing… Read More »What are bookkeeping services?
Here are my favorite metrics to check when I finish creating a five year plan. These metrics are also great to check for annual budgets… Read More »5 Key Metrics to Check in your Five Year Plan
There continues to be a lot of conflicting information regarding the different programs associated with the CARES Act. We will continue to update this post… Read More »How to Account for CARES Act Money – PPP and EID, Loans, Grants, Advances
In this video I explain how to create a 13 week Cash Flow Template, Customer Forecast and AR Forecast. I also share lots of good… Read More »How to Create a 13 Week Cash Forecast
In this Regis Innovation Challenge video on Finance for Startups, we will discuss: How Much Money you Need, What you Need to do to Prepare… Read More »Finance for Startups – Proforma, Bookkeeping and Funding
I recently saw two incidents where a restaurant and a coffee shop lost potential customers. More importantly they missed a chance to make a customer… Read More »Are you Making Customers Happy?