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Your Guide To Financial Modeling And Scenario Planning for COVID-19

In the current state of affairs, many leaders are thinking about the future. Forward-thinking is an essential part of business leadership, to be able to guide your employees and steer your company in the right direction. In uncertain times, it is important to...

8 Things to Consider When Planning An Annual Budget for your Business

Crafting an annual budget is one of the most important financial aspects of a business, but often gets overlooked. Business budget planning is an essential task that is frequently neglected at small and mid-size companies. So why is it so important? Well, mostly...
How To Protect Your Small Business From Employee Fraud

How To Protect Your Small Business From Employee Fraud

Whenever a high-ranking executive from a prominent organization gets involved in a case of embezzlement or employee fraud, it makes headlines around the world. These are a few more well-known examples of fraud: Dane Cook, an American comedian, whose brother who was...

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How to Create the Perfect Annual Budget for a Business

How to Create the Perfect Annual Budget for a Business

Have you ever wondered how to create a business budget? An annual budget is an essential financial plan for a company’s expenditure for the coming fiscal year. Company owners can use this plan not only to calculate their yearly budget, but also to determine when to...

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Creating A Budgeting Plan With The Most Overlooked Factors

Creating A Budgeting Plan With The Most Overlooked Factors

Chances are, as a business owner or decision-maker, you are always running from point A to point B. You have a call with a prospect at 7:15, need to drop the kids at school, and somehow get in the office for a meeting at 8:00, and when you get there your secretary...

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Coronavirus Impact & Business Resources

Businesses are feeling the stress brought on by COVID-19 and have yet to understand the impact. Now more than ever, it's essential to stay informed, react, and plan for the future.

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Why You Need Financial Scenario Planning for What Ifs

Why You Need Financial Scenario Planning for What Ifs

If you’re not familiar with “what-if” scenario analysis, it’s time you familiarize yourself and jump on board. This type of planning can reveal unanticipated difficulties that can destabilize a project, making it a valuable analytical tool. By helping you prepare for...

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10 Tips To Help Improve Your Company’s Cash Flow

10 Tips To Help Improve Your Company’s Cash Flow

As a business owner, you run the risk of bankruptcy if you’re not on top of cash flow management. A full 82 percent of business failures are caused by poor cash management, according to a US Bank study. So, is it easy enough to bring in more money than your business...

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The 3 Financial Statements Every Leader Needs

The 3 Financial Statements Every Leader Needs

As a business owner, financial data is critical to your success — but only if you know how to interpret the meaning behind the numbers correctly. Most owners or leaders within an organization rely on the aid of an accounting team to accurately analyze and organize...

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Top 10 Things Every Business Needs to Know About Sales Tax

Top 10 Things Every Business Needs to Know About Sales Tax

As a business owner, you are used to facing never-ending checklists to help get your new ventures up and running. Before the first customer walks through the door, the new owner has already tackled seller's permits, licensing, zoning, and registration, among other...

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This Is What You Should Expect From Your Tax Advisor

This Is What You Should Expect From Your Tax Advisor

It’s been over 7,000 miles since your last oil change, so you drive to the mechanic for a service. You’re a few pages through a magazine when the mechanic informs you that your car is on its last legs unless you permit them to fix one specific part. The good news:...

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The CFO of the Future: Why You Need One On Your Team

The CFO of the Future: Why You Need One On Your Team

The chief financial officer (CFO) is an executive role that oversees or executes cash flow and financial planning, among a myriad of other financial efforts within an organization. While a CFO of the future has multiple duties, it is imperative to the company's health...

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Strategic Budgeting Help for 2020

In this guide, we provide the tools to be successful.

  • Building a budget and the purpose behind having a formal strategic financial plan
  • Why your business needs a budget & how to go from reactive to proactive management
  • How to start putting together a plan to build your strategic budget & how far should you plan
  • The value a strategic budget brings to better controlling your business
  • Comparing budget vs. actuals against financial data and using this as a tool… and much more