More Subtle Clues that Something isn’t Right with a Business
Small changes in gross margin, vendor names, or checkbook controls can be early clues that money or materials may be leaving the business.
Tax Reduction Strategies for Business Owners
If your clients complained about taxes this year, now’s the time to start the planning conversation. Alex Sentell shares strategies CPAs may want to discuss before year-end.
Would You Hire a Known Embezzler?
Hiring someone with a financial mistake in their past is your decision. Protect your cash with simple daily safeguards that reduce temptation and risk.
Better Client Communication with GoDNA
This week, I talk with Leon Morales about GoDNA and how you can use behavioral insights to communicate better with clients before and during meetings.
Step-by-Step Guide to Creating a Financial Plan for Your Small Business
A financial plan doesn’t have to be complicated. Here’s a practical step-by-step guide to help you understand your numbers and make better business decisions.
Why Your Working Capital Trend Matters
Working capital is one of my favorite financial trends because it quickly shows whether a business has enough cash strength to operate.
Financial Statements Are Your Business Health Checkup
Your P&L and balance sheet are like business blood tests. They show what’s healthy, what’s changing, and where action is needed.
How AI Saved 25 Hours of CPA Work
In this episode, I talk with Peyton Witt, CPA, about how AI helped clean up vendor invoices and save 25 hours of manual work.
The Most Important KPI Business Owners Should Track
In this week’s newsletter, I explain why net profit per revenue generating unit is one of the clearest ways to measure true business profitability.
Why Cashflow Is More Important Than Cash
Cash is critical, but cash flow is what keeps your business going. Learn why profitable collections and positive cash flow matter more than cash on hand.