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Bookkeeping and Consulting to Drive Your Business

Category: Bookkeeping

Categories / Accounting, Bookkeeping, Budgeting On May 04, 2017

Every business has a number. Now I’m the numbers guy, so of course I’d say something like that. I’ve even written before about key performance indicators (KPIs) and how crucial they are to managing any business. I’ve discussed the ways in which numbers help our clients keep score of monthly, quarterly, and yearly results. And …

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Categories / Accounting, Bookkeeping On Apr 04, 2017

We already looked at a profile to help identify thieving employees. Now let’s talk about prevention. That Won’t Happen in My Company! The first hurdle you need to overcome is this mindset. It’s why so many thieves get away with stealing so much for so long. Here’s the difficult truth: “One out of three business …

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Categories / Accounting, Bookkeeping On Feb 01, 2017

My friend Jim was shocked. His office manager—trusted for over a decade, an integral part of his company, someone he considered practically family—was stealing from him. She had been giving herself bogus overtime and vacation pay for over a year. If he hadn’t stumbled onto her misdeeds, she probably would have continued to do so …

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Categories / Bookkeeping On May 19, 2016

I’ll cop to walking on the fastidious side of the street.  And as someone obsessed with the accuracy of numbers, I’ll confess that high attention to detail might run deeper in my veins than it does in yours.  I get paid to produce ART after all.  ART stands for Accurate, Reliable, and Timely financial information.  …

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Categories / Bookkeeping, Cash Flow On Apr 19, 2016

In my work with clients, I frequently hear some variation of “I’m working way too hard for too little money.”  Most of our clients are long past start up, so the speaker is often someone who’s running a well-established business.  The type of company that outsiders perceive as successful, stable, making it.  But when I …

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What Can I Learn Today to Improve Our Financial Performance?

You can hear when an engine is running smoothly—or racing or sputtering. The same is true for the financial drivers of your business.

You just need to know what to listen for. The good news is that your numbers are talking all the time!

Here are the best ideas we can find on how to ask your business for the information you need, to understand what it says, and take action on what you learn.

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What’s on Your Reading List?
We’re always learning new ideas to improve our clients’ lives. Here are some of our favorite books—and we hope they’ll become yours, too:
  • The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It, by Michael E. Gerber
  • Profit First: A Simple System to Transform Any Business from a Cash-Eating Monster to a Money-Making Machine, by Mike Michalowicz
  • Managing by the Numbers: A Commonsense Guide to Understanding and Using Your Company’s Financials, by Chuck Kremer, Ron Rizzuto and John Case