I created this article series for companies running (or seriously contemplating running) EOS® Traction, Gino Wickman’s Entrepreneurial Operating System® for… Continue Reading
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… Continue Reading
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… Continue Reading
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… Continue Reading
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,… Continue Reading
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… Continue Reading
4 Financial Concepts that SaaS CEOs Need to Understand
SaaS and subscription business models are increasingly more pervasive each day. Benefits and conveniences are high for customers: they subscribe… Continue Reading
I’m a CFO Consultant: Here’s the FinOps Reporting We Use to Run the Company
As both a business owner and as a CFO, I’ve worked with dozens of early-stage startup and growth companies. These… Continue Reading
5 Steps to Designing an Effective Sales Compensation Plan (Part 2 of 2)
RELATED: 5 Steps to Designing an Effective Sales Compensation Plan (Part 1 of 2) Creating (or adjusting) a sales compensation… Continue Reading