Last month, I published Setting the Pace. As I was thinking about this month’s newsletter, it occurred to me that last month’s newsletter presumed people are moving in the first place. That’s not always the case. For some, I just …
How do you set the pace in your organization? Are there imperatives and deadlines that you must hit? When you ask for something to be done, how do you set a deadline? Is it whatever the person you’re asking to …
Reviewing financial statements is a monthly process that goes on without end. There should always be something new to learn and a search for the truth of the driving factors behind the numbers. For small companies, financial statements can be …
When do you know how you did last month? A reasonable time to have completed financial statements is between the 10th and 15th calendar day of the month. Another way to think of it is 5-10 business days. This can …
Lately, I have noticed a number of advertisements on how AI can help make the 13 week cash flow forecast easier to complete. I’ll take that at face value but the bigger question is why are you doing this at …
Unless your business is specifically related to political issues, my advice is to avoid political advertisements and statements at your place of business. This morning, I went to my favorite bagel shop (as I do most mornings) and noticed that …
Last week, I got a call from one of the finance & accounting team members at a client. He had given me a heads up that he was having a meeting with the CEO so I knew it would be …
Life, business, family, education, health, fitness, happiness, travel, leisure. It’s all a journey. Yes, there are points in time but once in a while it is also important to step back and look at how far you have traveled. I …
On November 12, 2025, the US Mint announced that they had struck the final run of pennies for general circulation. They cost nearly four cents each to produce so I understand the economic rationale. There are 300 billion of them …
If you’re going to be of value, whether as a consultant, employee, leader, trusted advisor, board member, etc. you have to be able to deliver a tough message. This is what company leaders need. Too often, they are surrounded by …
