Top 5 Ways To Reach Your Most Ambitious Goals And Achieve The Lifestyle You Desire

By |2022-03-17T13:13:10-05:00February 1st, 2022|Advisory, Book Recommendation, Change, Goals|

I used to have no structure to my calendar; I crammed items into my calendar in any empty spot. I was always busy and never prepared. I started to wonder how I could sustain this pace. Then, I read a book called Free to Focus and started using the Full Focus System.

Is Your Nonprofit Fully Utilizing Your Accounting Software?

By |2022-03-17T13:14:42-05:00January 18th, 2022|Accounting, Advisory, Assurance, Cash Flow, Compliance, Nonprofit, Process Optimization|

When you take the leap and decide to head to “the cloud,” how do you know what you truly need from your software to gain efficiencies while still maintaining the reporting you need for compliance?

How to Increase Business Profitability Through Optimizing Your Processes

By |2022-02-14T17:12:45-06:00January 4th, 2022|Advisory, Goals, Preparation, Process Optimization, Value|

  Have you ever thought your processes tripped you up more than they helped you achieve your end result, especially in the decision-making process? Often, as businesses experience rapid growth, their processes don’t grow alongside them. The processes you were once comfortable with, that helped start your successful business, now slow you down as your [...]

How To Keep Control When You’re Using Credit Cards

By |2022-02-14T17:13:09-06:00December 7th, 2021|Advisory, Budget, Cash Flow, Internal Control|

  Popular finance personalities like to instill fear around credit cards with sayings like: “Cut up the card!” “Credit cards saddle you with high-interest debt!” “You spend more when you use a card.” While credit cards do carry some amounts of risk, finding ways to mitigate that risk and utilize credit cards can provide many [...]

How to Increase Nonprofit Profitability Through Optimizing Your Processes

By |2022-02-14T17:13:15-06:00November 23rd, 2021|Advisory, Assurance, Goals, Nonprofit, Process Optimization, Value|

  Have you ever thought your processes tripped you up more than they helped you achieve your end result, especially in the decision-making process? Often, as nonprofits experience rapid growth, their processes don’t grow alongside them. The processes you were once comfortable with, that helped start your successful nonprofit, now slow you down as your [...]

Here’s Your Sign That You May Not Be Fully Utilizing Your Accounting Software

By |2022-02-14T17:13:29-06:00November 9th, 2021|Accounting, Advisory, Cash Flow, Compliance, Process Optimization|

  As I began to write this article, Jeff Foxworthy’s “Here’s Your Sign” joke kept playing on repeat in my head. If you’ve never heard it, Jeff likes to tell stories about everyday circumstances where the meaning behind the situation should be obvious, but some people can’t see how obvious the answer is. For example, [...]

3 Myths of Small Business Success

By |2021-08-04T16:35:49-05:00July 27th, 2021|Advisory, Cash Flow, Goals, Internal Control, KPIs, Preparation, Process Optimization|

  Applications for new businesses have increased over the past year. This is good news, as small businesses drive our economies and bring growth to our communities. But starting a new business isn’t an easy road—22% of small businesses fail within the first year, and 50% fail within the first five years. And with so [...]

Internal Controls For A Growing Organization

By |2021-08-02T15:18:34-05:00July 5th, 2021|Advisory, Internal Control, Nonprofit, Performance Measurement, Process Optimization|

Think back to when you first started your organization. Responsibility sat on a director or small group of individuals to promote, produce, and account for the organization’s mission. Each task was approached with a “whatever-it-takes” mentality. Everyone was in touch with what was happening, identified areas of improvement, and felt confident in the direction of [...]

Have Your Internal Controls Grown With Your Business?

By |2021-07-28T12:58:01-05:00May 10th, 2021|Advisory, Internal Control, Performance Measurement, Preparation, Process Optimization|

  Think back to when you first started your company. Responsibility sat on your shoulders to promote, produce, and account for your business. You approached each task thrown your way with a “whatever-it-takes” mentality. You were in touch with what was happening, identified areas of improvement, and felt confident in the direction you were heading. [...]

4 Steps Every Nonprofit Should Take to Leverage Their Data

By |2021-04-08T11:09:49-05:00April 5th, 2021|Advisory, Goals, KPIs, Nonprofit, Performance Measurement|

  Management and employees at every level of an organization use data every day to make decisions, and we now have more information at our fingertips than ever before. For organizations to be truly agile and proactive, it is essential for leaders to have accurate and relevant data in a format that they can quickly [...]

Go to Top