Chris Schwalbach

Entrepreneur, Father and Financial Strategist

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November 20, 2019

Finance Mindset for the 6 Key Components™ of EOS® Part 8: Delegate

Finance Mindset for the 6 Key Components™ of EOS®   Part 8: Delegate

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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October 30, 2019

Finance Mindset for the 6 Key Components™ of EOS® Part 7: Simplify

Finance Mindset for the 6 Key Components™ of EOS® Part 7: Simplify

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 […]

Discussion0 Comments CategoriesFinance Mindset for the 6 Key Components of EOS Tagsdelegation, EOS Traction, finance mindset, simplification Share Subscribe

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October 16, 2019

Finance Mindset for the 6 Key Components™ of EOS® Part 6: Ceilings vs. Step Functions

Finance Mindset for the 6 Key Components™ of EOS®   Part 6: Ceilings vs. Step Functions

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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October 2, 2019

Finance Mindset for the 6 Key Components™ of EOS® Part 5: Strategies for Building Your Leadership Team

Finance Mindset for the 6 Key Components™ of EOS®   Part 5: Strategies for Building Your Leadership Team

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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September 18, 2019

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

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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September 4, 2019

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

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 […]

Discussion0 Comments CategoriesFinance Mindset for the 6 Key Components of EOS, Visibility Tagsacceleration, accounting, business owner, CEO, CFO, data, early-stage company, entrepreneur, EOS, finance, financial modeling, growth company, operational, pitch deck, reliability, startup, Traction, truth, vision Share Subscribe

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August 21, 2019

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

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 […]

Discussion0 Comments CategoriesFinance Mindset for the 6 Key Components of EOS Tagsacceleration, accounting, business owner, CEO, CFO, data, early-stage company, entrepreneur, EOS, finance, financial modeling, growth company, operational, pitch deck, reliability, startup, Traction, truth, vision Share Subscribe

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August 7, 2019

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

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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January 10, 2019

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

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 […]

Discussion0 Comments CategoriesVisibility Tagsaccountant, business owner, business taxes, CEO, CFO, CPA, deferred taxes, early stage startup, entrepreneur, estimated taxes, flow-through, growth company, high-growth company, owner, personal taxes, pitch deck, profit, self-employment taxes, startup, tax liability Share Subscribe

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December 28, 2018

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

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 […]

Discussion0 Comments CategoriesVisibility Tagsaccounting, business owner, CEO, CFO, early-stage company, entrepreneur, finance, financial modeling, forecasting, growth company, operational, pitch deck, startup Share Subscribe

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