Last week, we started discussing the importance of structuring and organizing metrics. This week’s note extends that d …

The first 2 steps of The Financial Operating System focused on clarifying your financial objectives and your current fin …

Building on last week’s financial assessment, this week we define several terms related to income statements. If you h …

Conducting an initial financial assessment often uncovers common finance issues that business owners must fix to maintai …

Assessing current finances is a crucial step in understanding your business’s financial health. In Step #1 of The Fina …

Last week we focused on identifying your Why and the high-level financial objectives that you want to achieve as a busin …

Step #1 in The Financial Operating System® focuses on establishing clarity about your personal and professional objecti …

Learn how to track program profitability by effectively monitoring revenue and expenses. Discover best practices for opt …

Learn best practices for managing client retainers in accounting and financial reporting. Explore accurate allocations, …