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 …
There is classic children’s story, If You Give a Mouse a Cookie by Laura Numeroff which whimsically discusses the downstream events of giving a cookie to a mouse. The mouse will then need milk to wash the cookie down. When …
Comfortable? I hope not. Unless you have obtained a level of wealth that makes you bullet proof from downward changes to your business or employment status, then it doesn’t pay to get too comfortable. Years ago, someone said to me: …
No, I’m not talking about Florida, New York, Pennsylvania, New Jersey or Delaware. Rather, I’m talking about your mental state. What is your view on life particularly with respect to your business activities? Are you one of those people who …