Can I be super honest with you right now? It took me a solid six months of running my business to move from tracking revenue and expenses in Excel to Quickbooks Online. I am a CFO, for goodness' sake! So I completely understand when newbie entrepreneur ...
Updated 2025: This article has been expanded into a complete guide to help you track and manage restricted funds with ease, from definitions to best practices. If you’ve ever scrambled to pull together a donor report, felt unsure whether you were spen ...
The concept of "open book management" isn't new, but it seems to be making a comeback recently due to years of corporate scandals and catastrophes. Investors and employees alike want to know who they're supporting or working for and what's going on behind ...
Let me clarify: Old school strategic plans are dead. Picture a bunch of old guys in suits sitting in a room, developing a plan for the next five years, which gets printed and put into three ring binders, and promptly filed on dusty bookshelves. THAT is de ...
I told someone the other day that I am a CFO and they giggled and asked, "Umm, what's that?" So I thought I would explain all of the ins and outs of exactly what a CFO - that's CHIEF FINANCIAL OFFICER - is and does. Don't know if you need a CFO? Take ...
Do you have the right finance team to help your organization soar? Click here to take the quiz and find out! >>> A lot of times when I tell my prospective clients (or even family members for that matter!) that I’m a CFO, I get a blank stare. Chi ...
Grab our Financial Metric Calculator Workbook to better understand and communicate your financials, then dive in! I have a young daughter, and like most parents will say, one of the joys of having a little one is watching them discover new things. It’s al ...
Grab this amazing FREE E-BOOK to ensure a stress-free, quick, and painless audit! I had a few alternative titles for this post. Audit Prep: You're Already Behind the Eight Ball Audit Prep: Shape Up So They Can Ship Out Audit Prep: No Management ...
I think in to-do lists and excel sheets. Clean, crisp lines and boxes and structure. When anything gets a little too vague or dreamy, I immediately get uncomfortable. I've told myself for years that I'm not a visionary, that I don't think big picture, t ...
Over the past few months, I have been updating Facebook and Instagram most frequently with what's going on in the business but slightly neglecting this blog. Specifically, there are a couple exciting things I'm launching that I want you to know about an ...
