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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]