A Financial Dashboard should represent a one-page graphical snapshot of Key Performance Indicators:
Apr 22, 2024 11:41:32 AM
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Are you an attorney who does work in exchange for IT services? Maybe you are a physical therapist who exchanges services with someone who does your social media. These are great examples of ...
Apr 15, 2024 5:29:39 PM
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At the start of each year, you probably make goals and have dreams of where you would like your business to go and visions of how it will grow. You prepared what you thought to be a realistic budget. ...
Apr 11, 2024 1:47:46 PM
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If you receive a K-1 for an investment owned by your small business, use these simple instructions when filing your taxes. Filing your K-1 will adjust your Investment Account (Long-Term Asset) in ...
Apr 3, 2024 3:15:00 PM
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In the fast-paced world of business, having efficient operations and well-defined processes is the key to sustainable growth. Without these, it can be challenging to scale your business successfully. ...
Oct 12, 2023 4:22:31 PM
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One of the benefits of hiring an accounting/bookkeeping expert is the ability to meet with them after month-end close, to have them explain your financial statements to you and to help draw your ...
Aug 21, 2023 11:03:00 AM
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The relationship you have with your accountant shouldn't be one-sided. Yes, it's important for you to have collected all the necessary documents in a timely fashion so your accountant can prepare ...
Feb 24, 2023 12:15:00 PM
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This week, another one of our clients fell victim to Social Engineering. An employee received an email to make a change in another employee’s payroll deposit bank account that went undetected for two ...
Feb 1, 2023 11:52:29 AM
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Regularly, we receive requests to have books “investor ready” and we can help you, too. What exactly does investor ready mean? When you're seeking investment in your company, you need to be prepared ...
Dec 5, 2022 11:40:10 AM
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In short, yes. It is recommended that small businesses reconcile their accounts at least monthly, although some small businesses reconcile daily for cash flow reasons. This step-by-step video shows ...
Jan 5, 2022 12:15:00 PM
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