Get Smart About Your Business

Blog Articles

Every week we post a new article to support business owners in their personal and professional development so that they can increase their knowledge and learn how to become more successful.

Where Are You Today Financially?

Before you map out the direction you are going, you need to know where you are. It is no different when looking at the financial position of your business. We have articles that will educate you on topics that will help you determine WHERE YOU ARE! Topics generally include:

  • Bookkeeping
  • Accounts Payable
  • Billing and Accounts Receivable
  • Payroll
  • Financial Reporting

Determine Your Financial Destination

If you don’t have a financial target, how are you going to hit it? We have articles that will guide you down the path of setting targets. These generally include:

  • Build and maintain a working forecast model
  • Regular meetings in person or via screen share to keep you on track
  • Financial Analysis and Executive Summary
  • Financial Dashboards

How to Reach Your Financial Goals Faster

We all desire to reach our goal faster. As your business grows, it requires changes and guidance to reach that next level. Read our articles on:

  • Financial Coaching
  • Productivity Recommendations
  • Process Improvement analysis, recommendations, and implementation
  • Consistent reporting and forecasting
  • Introduction to a network on partners to meet your goals – HR,
  • Recruiting, Marketing, IT, Insurance, Benefits, Etc.

Assess and Adjust

How do you know when to adjust you marketing, staffing, or business development? Are you growing too fast or not enough? There are so many decisions you have to face so we have to assess regularly and adjust when needed. The most successful companies learn to adjust at the right time to manage their cash flow, stay competitive, and be flexible through economic cycles. So we write on topics like:

  • Financial Modeling and Scenario Analysis
  • Variance Analysis
  • Consistent meetings
  • Assessment of actual financials vs. expected results
  • Strategic planning
Tools & Resources

We have developed some tools and love to share access to resources to help business owners plan and execute financial strategies.

Download our Forecast Templates

Forecast Your Future Templates

Join our Forecast Your Future Course

forecast your future course

Download our Scoring Tool

Download our Financial Checklist