Blog

Avoid These 5 Financial Data Mistakes cash flow financial best practices financial statements process improvement

 

[Listen to the Podcast version here]

 

Account reconciliation.

What is it and why should you care?

Account reconciliation is the process of comparing statements and other...

Continue Reading...
Implementing Your Month End Close Process accountability cash flow financial best practices planning procedures process improvement

 

[Listen to the Podcast version here]

 

It’s the beginning of a new month.

In sales, this is an exciting time because you have another chance to meet, or even better, exceed...

Continue Reading...
My bookkeeping is really behind. What do I do? cash flow financial best practices financial statements planning process improvement time management

 

[Listen to the Podcast version here]

 

When I met one of my clients for the first time, she was really concerned.

She wasn’t sure her taxes had been filed correctly the prior...

Continue Reading...
Lessons Learned From Tax Season financial best practices planning taxes

 

[Listen to the Podcast version here]

 

When it comes to taxes, I’ve always been on the client side – preparing financial statements, pulling supporting documentation...

Continue Reading...
4 Step Process to Prepare for Your Unplanned Absence from Your Business cash flow financial best practices planning

 

What happens to your business when you’re a party of 1 and you get sick?

So sick that you can’t just push through it?

Prior to December, I’d been fortunate to not...

Continue Reading...
9 Things to Review at Year End Before Sending Your Financials to Your CPA financial best practices financial statements

 

During the year, you have many opportunities to review your financials, look for discrepancies and correct them.  This typically happens on a monthly basis, but some companies also do a...

Continue Reading...
How to Choose Your Success Metrics financial best practices planning scale your business

 

[Listen to the Podcast version here]

 

Are you measuring what’s truly important to your business success?

In the world of online business, it’s easy to get distracted...

Continue Reading...
Planning for a Successful 2023 Part 2 cash flow financial best practices planning scale your business

 

[Listen to the Podcast version here]

 

Last week, we talked about setting yourself up for success for next year by creating a structure to start your planning and gathering some...

Continue Reading...
Adopting a CEO Mindset for Financial Success accountability financial best practices planning scale your business

 

[Listen to the Podcast version here]

 

If you’re struggling with the financial side of managing your business, you’re not alone. Very few women make it to the C-Suite...

Continue Reading...
Thinking About Scaling Your Small Business? Access The Steps To Scale Successfully Here cash flow financial best practices scale your business

 

Many small business owners think of their business like their very own baby that they nurture and care for to help grow.

And, honestly, I get it!

You went from having an idea to putting it...

Continue Reading...
Think Like A CEO: 8 Questions To Ask Your Bookkeeper cash flow financial best practices planning

 

A few things in life are certain: death, taxes, and the importance of a good bookkeeper for your business.

However, you should be aware that there is no industry standard for bookkeeping....

Continue Reading...
What Does A Small Business CFO Do? accountability cash flow financial best practices planning process improvement

 

When you hear the title Chief Financial Officer (CFO), do you automatically think of Fortune 500s and their skyrise corner office suites?

Well, I’d be willing to bet that successful...

Continue Reading...
Unleash Your Cash Flow Potential

 

Ready to see how the Cash Flow Ignition Method can turbocharge your cash flow and put you on the fast-track to success?

Learn how my method can help you:

  • Develop a clear picture of what success means for you
  • Make snappy, confident decisions that kick your cash flow into high gear
  • Run your operations like a well-oiled machine, no firefighting needed
  • Shift gears with ease as business needs change