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 | Financial Analysis, Financial Management, Financial Processes
Most nonprofit leaders think they’re ready for major financing. You have a strong mission. Community support. A clear case for why the funding is needed. Maybe you’re planning a capital campaign, considering facility expansion, or preparing to scale your...
by Patty Lawrence | Financial Processes
How quickly could you pull together the necessary documents to support a loan application? Maybe the better question is: Could you pull those together? I hope your answer is yes, because bankers like a tidy package of clean documents to accompany a loan application....
by Patty Lawrence | Business Management, Financial Processes
“The opportunity makes the thief.” Francis Bacon In business, even a small oversight can turn into a golden opportunity for fraud. And fraud and embezzlement can happen to anyone, including you. The thought of internal theft is unsettling, but the best...
by Patty Lawrence | Financial Analysis, Financial Processes
Do you enjoy tedious calculations? Of course you don’t! No one does. Running a growing business is tough without getting lost in numbers. But you’re probably swamped with data and have no time to make sense of it. What if you could...
by Patty Lawrence | Financial Processes
“What gets measured gets managed.” You’ve heard me say that more than once. That’s because effective financial management in any business starts with one crucial element: measurement. This principle is the cornerstone of the business...
