This week’s note will not be the final note on managing metrics before we dig into specific metrics themselves in the …
If you’re running an agency, you’re already making investment decisions whether you realize it or not. From hiri …
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 …
SmartBooks Founder and CEO Calvin Wilder created the Financial Operating System book to help business owners like you ta …
Calvin Wilder, Founder and CEO of SmartBooks, authored The Financial Operating System for Marketing Agencies to help age …
The U.S. Treasury Department recently announced updates to the beneficial ownership filing requirements that could impac …
Conducting an initial financial assessment often uncovers common finance issues that business owners must fix to maintai …