Monthly Financial Tools & Models
Knowledge Base

Thrivers Vs Survivors

Over the years we have observed that while there are many businesses that fit into a survivor category there are a few that are not just survivors but “Thrivers.” Here is a list of characteristics we see separating the “Thrivers” from just survivors. Read more...

Advisory Boards

No Business is too small to benefit from an Advisory Board. Read more...

Record Retention

A guideline for records storage. Read more...

Month End Closing Process

It is impossible to make informed decisions without timely Information. Read more...

Year End Planning

As the end of the year approaches, it is time to do some proactive planning that can pay real dividends. Read more...

What is a CFO?

The role of CFO can differ from company to company depending on type and size of the business. However, one constant is the CFO is an integral part of the senior management team. Read more...

CFO vs. Controller

Business owners are often unsure what to expect from their financial person. All financial people are not created equal. Read more...

When to Hire a Finance Chief

Darren Dahl of the New York Times wrote a simple article for owners of growing businesses that help them understand the tipping point of when a Chief Financial Officer is necessary and the roles and responsibilities of that position. Read more...