by Patty Lawrence | Accounting Services, CFO Services, Financial Processes
Maria runs a successful seven-figure consulting firm. Every April, she sits down with her CPA, walks through the numbers, signs where she’s told to sign, and leaves feeling vaguely unsettled. The taxes are done. The books are clean. But the questions that...
by Patty Lawrence | Accounting Services
Sam runs a $5 million service business. His bookkeeper, Carol, has been with him for eight years. She knows every vendor, every client, and every quirk of his QuickBooks file. Lately, she’s been working weekends. Sam noticed. But he didn’t say anything...
by Patty Lawrence | Accounting Services
Steve Sullivan was two months into his job as CEO of CommunityAid when he had a terrifying realization. “Oh my goodness, I don’t know if we’re going to make payroll.” He was running a $20 million nonprofit with seven thrift stores and 400...
by Patty Lawrence | Accounting Services, Growth
How much do you trust other people with running your calendar? Sometimes, they’re better at it than you are. The Overscheduling Trap You tend to overbook yourself. I do it too. And it’s not pretty. I don’t leave enough time for myself or for the deep work that needs...
by Patty Lawrence | Accounting Services, Business Management, Financial Management
Imagine this: Another company wants to buy your business. It’s the opportunity of a lifetime. But when they ask to see your financials, you realize you can’t show them anything reliable. Let me tell you about an entrepreneur who learned this $5M lesson the...
by Patty Lawrence | Accounting Services, Financial Processes, Trust
By identifying these mistakes, you can take proactive steps to address them and improve the overall performance and efficiency of your financial organization. A few years ago, I had a conversation with a prospect who was unsure about her controller’s...
