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
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… Continue Reading
When Do I Need a CFO in My Startup?
“Do I really need a CFO right now? My company is so small. I’m still figuring out my business. What… 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
8 Components of a Strong Financial Package to Run Your Startup or High-Growth Company
As Edward Demings, the famous management consultant, once said, “In God we trust. All others bring data.” Getting (and digesting)… 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 Core Apps to Build Your Startup’s Accounting Tech Stack for Growth
I’m often asked by early-stage startups, “What processes do we need to formalize? What apps should we get to start… Continue Reading