Simplified Annual Financial Plan

Much has been written on the topic of financial plans for business. Our goal is not to duplicate that here, but rather to provide an outline of the key points. Read more...

Financial Report Card

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Credible Financial Statements- Pt1

When bottom line results don’t make sense from one period to the next, it is often a signal the company is not paying attention to simple accounting rules: Part 1: Cash vs. Accrual, Revenue Recognition Read more...

Credible Financial Statements- Pt 2

When bottom line results don’t make sense from one period to the next, it is often a signal the company is not paying attention to simple accounting rules: Part 2: Matching revenues and Expenses, Miscellaneous Considerations Read more...

Interactive Financial Model

When a business is forced to deal with rapidly changing conditions or an uncertain future, an “Interactive Financial Model” is an invaluable tool. Read more...

Ratio Analysis

Business ratios can be good tools to gauge the financial health of your company. They also can be misleading or meaningless figures if used without the proper context. Read more...

Key Performance Indicators

As a company grows and the owner gets busier or as business conditions change, it’s important to formalize Key Performance Indicators. Read more...

Percent Complete

One of the basic tenets of accounting is the proper matching of Revenue and Expense. This study will focus on the Percentage of Completion method. Read more...