Get the most out of your CRM…
So many of my clients have installed an expensive Customer Relationship Management (CRM) system into their tech stack yet have not spent the time learning how these systems work to get the best return on their investment in software. Many use them as glorified spreadsheets with macros, but these systems are developed to react to what the prospect does or doesn’t do in our outreaches.
Mastering Cash Flow: Strategies to Optimize Cash
As a CFO, one of your primary responsibilities is to help your clients navigate the complexities of cash flow management. Cash flow is the lifeblood of any business, and mismanaging it can lead to a host of financial challenges, from missed growth opportunities to potential insolvency. In this blog post, we'll explore three key strategies Fractional CFOs can employ to address cash flow issues and set their clients up for long-term success.
The new year is here, what should I be doing differently
Now that the new year is here, Chief Financial Officers (CFOs) are faced with a crucial period for setting the financial trajectory of their organizations. The beginning of a new year is an opportune time for CFOs to strategize, plan, and ensure financial resilience. Actually, Q4 is the best time to address these issues but if you haven’t done these yet there’s still time…but not much
The Importance of Starting the New Year with a Clear Strategic Plan
Starting the New Year with a Clear Strategic Plan
Navigating Success: The Crucial Role of Founders in Month-End Financial Reviews
Owners and founders frequently overlook the importance of closing the books at the end of each month and reviewing financial statements with their management teams. However, this is a crucial function that can provide valuable insights into business operations, such as identifying which processes are effective, determining the most profitable products or services, and ensuring that the company is on track to achieve its strategic goals. Neglecting this process may result in missed opportunities for improvement and growth.
I’ve built it – now it’s time to sell it!
Significant milestones often mark the journey of building a company, and for many entrepreneurs and business owners, the ultimate goal is a successful exit. Whether through a merger, acquisition, or other exit strategy, realizing maximum value for a company requires careful planning, strategic financial management, and a thorough understanding of the exit process.
It’s the time of the season
In the Zombies classic, Time of the Season they ask if ….”Has he taken (has he taken) Any time (any time) (To show) to show you what you need to live?”
Have you taken he time to show your team hat you need to do to succeed?
Autumn: The Perfect Season for Corporate Strategic Planning and Budget Reviews
Autumn is more than just a season; it is a juncture that offers many opportunities for corporations to recalibrate, plan, and innovate. The combination of a fresh perspective, fiscal alignment, and data availability makes this month ideal for strategic planning and budget reviews. By capitalizing on these advantages, businesses can position themselves for success in the ever-evolving commerce landscape. As September dawns, so does a chance for corporations to shape their futures and navigate toward growth and prosperity.
The Importance of KPIs
How do you know you are on track to meet or exceed your company’s goals? Financial Statements are lagging indicators; they tell you what has happened in the past. Good KPIs can be leading indicators, showing you where your ship is headed. When the goal is lettuce…and your team produces carrots, be prepared to steer the ship back on course.
Unleash the Power of Programmatic Marketing
Power your business with programmatic advertising
Why is my data so messy?
The set-up of the Chart of Accounts in any General Ledger system will determine the output - clear concise data…or an ocean of unactionable data that is “a mile wide and an inch deep”
The Power of Strategic Planning: Unlocking Success for Your Business
You’ve all heard it before…” Failure to plan is planning to fail” (Benjamin Franklin). The old adage is very true, especially in today’s business environment of hyperinflation, frozen credit markets and rapidly changing technology. Let us help you build a strategic plan that is actionable, measurable, and produces results!
What do Washington, Lincoln, and C S Lewis have to do with Memorial Day
What do George Washington, Abraham Lincoln, and C S Lewis have to do with Memorial Day
The Role of Emotional Intelligence in Leadership
Emotional intelligence is critical for effective leadership because it allows you to build stronger relationships with your team members. By understanding their emotions and motivations, you can create a work environment that fosters collaboration, productivity, and innovation.
The Importance of Work-Life Balance for C-Suite Executives
Maintaining work-life balance as a c-suite executive can be challenging, but it's crucial for your overall well-being and success as a leader. By setting boundaries and prioritizing self-care, you can achieve a better work-life balance and lead with more energy and focus.
Why C-Suite Executives Need a Business Coach
By gaining insight into your strengths and weaknesses, you can identify areas for growth and improvement, and develop new strategies for leading your team. This can help you build stronger relationships with your team members, inspire them to achieve their best, and drive overall business success.