Category: Business Best Practices

A Client to Spare

To do a good job as a CFO, I need reliable numbers to start with and financial goals to work towards. So, early into a new client relationship, I work with the owners to develop a monthly financial reporting package.  This helps both of us better understand the business from a financial perspective. As part… Read more »

The Annual Budget is Obsolete

I dislike the word budget. It suggests limitations, promotes a scarcity mentality and perhaps worst of all, it is boring. When is the last time you asked someone how things were going at work and they enthusiastically responded with “Fantastic! – I love the budgeting season, can’t wait to get started”? I believe most small… Read more »

The Frankenstein Monster – A Business Parable

Administrative Infrastructure “The Continuum from Meatball Surgery to Rocket Science” My son began watching “The Simpsons” when he was in his teens. Although I wasn’t particularly interested in cartoons at that time in my life I decided that I should check out what he was watching to maintain my street-cred. After adjusting to the rather… Read more »