by Samantha | Uncategorized
We need to simplify data so we can amplify the story of what actually happened in our business during the month. So here are 5 critical things to do when it comes to your numbers: 1. More isn’t better, it’s just more. To me, that statement is really the crux of the...
by Patty Lawrence | Budget & Forecasting, Business Management, Uncategorized
Does your bookkeeper give you a huge report dumped from your accounting software for your monthly recap? (It’s like a data vomit.) When you ask a question about this month’s financial performance, do you receive a shrug of shoulders, an “I don’t know,” or a blank...
by Patty Lawrence | Budget & Forecasting, Business Management, Uncategorized
Does your bookkeeper give you a huge report dumped from your accounting software for your monthly recap? (It’s like a data vomit.) When you ask a question about this month’s financial performance, do you receive a shrug of shoulders, an “I don’t know,” or a blank...
by Patty Lawrence | Business Management, Employee Management, Knowledge, Uncategorized
“Between in-sourcing (hiring internal staff person) and outsourcing for our organization, outsourcing is the low-risk proposition. That’s what I wish someone had told me years ago,” a client told me as we reflected on our work together. Over twelve months of working...
by Patty Lawrence | Business Management, Financial Analysis, Financial Processes, Leadership, Uncategorized
That’s why I always say trust…and verify. Trust and verification go together. When we automatically trust someone due to their profession or degree, we can get in trouble and give our trust when it hasn’t been earned. Trust is the foundation of relationships that...
by Patty Lawrence | Business Management, Uncategorized
Let me tell you a story. I started working with a client (we’ll call her June) who has a degreed accountant doing the bookkeeping and an outside tax person handling tax accounting. We started doing some cleanup work reconfiguring the balance sheet accounts and income...
