Chris Schwalbach

Entrepreneur, Father and Financial Strategist

Finance Mindset for the 6 Key Components of EOS® Part 4: Being Deliberate to Break the Cycle

I created this article series for companies running (or seriously contemplating running) EOS® Traction, Gino Wickman’s Entrepreneurial Operating System® for small-business owners. I run my company on it and found that, while EOS®  is extremely effective for management and scaling, the core EOS® materials don’t provide the depth of guidance for the financial component so […]

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Finance Mindset for the 6 Key Components of EOS® Part 3: The CFO’s Role in Process, Issues and Traction

I created this article series for companies running (or seriously contemplating running) EOS® Traction, Gino Wickman’s Entrepreneurial Operating System® for small-business owners. I run my company on it and found that, while EOS®  is extremely effective for management and scaling, the core EOS® materials don’t provide the depth of guidance for the financial component so […]

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Finance Mindset for the 6 Key Components of EOS® Part 2: The CFO’s Role in Vision and Data

I created this article series for companies running (or seriously contemplating running) EOS® Traction, Gino Wickman’s Entrepreneurial Operating System® for small-business owners. I run my company on it and found that, while EOS®  is extremely effective for management and scaling, the core EOS® materials don’t provide the depth of guidance for the financial component so […]

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Finance Mindset for the 6 Key Components of EOS® Part 1: The CFO’s Role in People

I created this article series for companies running (or seriously contemplating running) EOS® Traction, Gino Wickman’s Entrepreneurial Operating System® for small-business owners. I run my company on it and found that, while EOS® is extremely effective for management and scaling, the core EOS® materials don’t provide the depth of guidance for the financial component so […]

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Avoiding Surprises: A Simple Tracker for Business Owners to Keep Up on Estimated Tax Payments

In this blog, I cover questions that come up repeatedly as I and my firm talk with our clients and potential clients, typically owners of startups and high-growth companies. Lately, I’ve been hearing a common question over and over from some of LLC companies. While it sounds like a tax question, it’s really about creating […]

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The 3 Stages of Strong Financial Forecasting Models for Growth Businesses — Phases 2 & 3: the Initial Traction and Operational Models (Part 2 of 2)

Are you avoiding using financial indicators to steer your ship? You know you should be looking at cash flow, inventory, profitability by project and more, but it takes too long. Ironically, when this happens, it’s often because your financial model is way too complex. If you are not using your forecasting model, you may need […]

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Investors Not Biting? 3 Financial Models for the First 3 Phases of Business Growth (Part 1 of 2: Startups)

Entrepreneurs hear over and over again that they need a robust financial model in order to raise capital and get the attention from investors else they risk that an investor would say, “You haven’t thought through”, which is the entrepreneur’s nightmare. Yet, a robust financial model does not necessarily mean a super complex and cumbersome […]

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7 Must-have Items to Get from Your Bookkeeper Each Month, for Early-Stage Startup CEOs or Founders

Your role as CEO, president or founder is critical to your small and growing company—you need to focus on product, customers and strategy. One of the last things you want to do is babysit your bookkeeper. Yet I can share dozens of horror stories born of a lack of accounting oversight in the early stages […]

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5 Ways to Plug Profitability Leaks, for Service-based or Agency Businesses (Part 4 of 4: Forecasting and Pricing Well)

As a CEO or owner of a growing company, your business feels busy, you seem to be making money and you want to hire more people. But can you? How can you know with 100% confidence whether you can afford to hire another person…or not? How fast do they have to ramp up? What happens […]

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5 Ways to Plug Profitability Leaks, for Service-based or Agency Businesses (Part 3 of 4: Billing Efficiently)

Agency or service-based businesses commonly struggle with leaky profitability. These issues are eminently fixable and don’t need to spell bankruptcy. This article series examines five mistakes I see 95% of agency-type businesses make in their accounting. (Links to other parts in this series are at the end of this article.) You want to be able […]

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