Are You Leveraging Your Team’s Working Genius?
Patrick Lencioni’s Six Types of Working Genius helps position leaders to put the right people in the right roles based on their natural gifts. Often, for a workforce to reach its full potential, it must tap into the innate unique talents of each and every employee,...
How to Navigate Success Planning in 2025
Success planning can mean the difference between having a thriving business and failing. Learn how to navigate success planning in 2025 with actionable steps.
4 Types of Forecasts Your Business Should Create In 2025
A New Year brings a world of possibilities for your business. Read through the 4 types of forecasts that every business should create in 2025.
Year-End Planning for a Prosperous 2025
Year-end planning sets you up for a prosperous upcoming year. Read through our recommendations on how to shape your year ahead with strategic planning.
How to Use the Pareto Principle to Grow Your Business
Learn how to use the Pareto Principle to grow your business and improve decision-making with helpful tips and examples from companies like GE.
How to Go From Sole Proprietor To Business Owner
Transitioning from sole proprietor to business owner will allow you to delegate tasks and focus on strategic growth. Learn how to make the switch in our guide.
How to Start a Winning Business Today
Planning could help the 50% of businesses that fail in the first five years stay afloat. If you want to start a successful business, you need to: Follow strategic, proven steps Plan for everything you can Identify your ideal client So much more Being agile in an...
Why Benchmarking is Important for Businesses
Every business is unique. You have your own goals, and you follow your own path to success. But how do you know if you’re on the right track to achieving those goals? Benchmarking gives you a helpful starting point for measuring your progress, performance, and...
Year-End Planning for a Prosperous 2025
Another year is coming to a close, and as a business owner, it’s a time when you need to reflect on the past year and start putting the pieces in place for a prosperous coming year. How can you do this? Year-end planning. Setting aside time now - well before the final...
How to Conduct a Financial Health Checkup for Your Business
Businesses can benefit from a regular financial health checkup. Even if your sales are flowing in and you’re generating more revenue, it doesn’t mean that there aren’t ways to improve your business and better position it for growth. To do that, you need to look at the...
4 Must-Answer Questions Before You Sell Your Business
You’ve worked hard. Starting a business is a passion project and a lot of work. If you’re now transitioning to retirement or want to sell your business, it’s a big step you can’t take lightly. And if you’re like 80% - 90% of owners, you have wealth tied up in your...
6 Keys to Building a Healthy Work Culture
Over half - 62%! - of workers left positions last year due to toxic work environments. In 2024, employees are seeking a healthy work culture, but what does this mean? It means that integral changes must be implemented in the workplace from the top down. You have an...
How to Use KPIs to Grow Your Business
If you want to grow your business, you need to know how to use KPIs. Your KPIs - key performance indicators - help you better understand your company’s performance, success, and where you can improve. Goals lead to employee success too! Employees are over 3x more...
How to Increase the Value of Your Business in 3 Steps
Over the next 10 - 15 years, it’s estimated that 12 million small businesses will be sold. Owners may be: Sick Ready to retire Pursuing new business ventures You might not plan to sell your business right now, but you should always try to increase your business value...
Does Your Business Model Work For You?
You have a business and, hopefully, you’re making money. But what does your business model look like? Do you have to work night and day to make ends meet? What’s your cash flow look like? There’s a lot that you should be doing to start off the year right, but you need...
How to Prepare Your Business for Q4
Time flies. It may seem like you were beginning with your budget and plans for the year only yesterday, but we’re now heading into the year's final quarter. A lot of work needs to be done to reach your goals before the end of the year. And a good way to make sure you...
In-House CFO vs. Outsourced CFO
Demand for interim CFOs was up 103% year-over-year in April 2023, as more owners want to hire these C-suite executives to fill their ranks. When the time comes to hire a CFO, you’ll need to consider if you want to hire an: In-house CFO Outsourced CFO Both positions...
Boosting Your Bottom Line: Strategies for Maximizing Profitability
Are your profits stagnating? Are you struggling to grow your bottom line? Are your profits not where you want them to be? If you answered ‘yes’ to any of the above, you’re not alone. Every business has its ups and downs, but taking steps to steer the ship back in the...
5 Items to Check-Off Your Mid-Year Business Check-in
It’s that time already: July. Six months have passed since the start of the year, and a lot has happened for your business (whether good or bad - hopefully good). If you followed our advice, you did quite a few things in Q1 to start the year off right. We’re halfway...
What Would It Take To Be Successful When Starting A Business?
Follow these points to strengthen your existing business or improve your odds of success when creating a plan for your new company.
5 Signs It’s Time to Find a New Accountant
Are you unhappy with your accountant’s services? You’re not alone. Only 61% of small business owners are happy with their accountants.
How to Go From Owner-Operator to CEO
While your hard work and dedication may be fruitful, you need to begin considering the transition from owner-operator to CEO in 2023.
7 Conversations You Should Have With Your Accountant
While you’ll likely have many conversations with your accountant over the years, there are seven in particular that are of great importance.
Possible Recession on the Horizon – Do This and Not That
A possible recession is on the horizon. Learn what to do and how to prepare your business today so that you can come through the recession stronger.
How to Grow Your Business Using The Pareto Principle
Do you want to grow your business in 2023? Learn how using the Pareto Principle can help you jumpstart your success and even let go of demanding clients.
5 Things Every Business Should Do in Q1
What are crucial things every business should do in Q1? Read through five steps that we recommend every business follow to start the year.
The 3 Types of Budgeting You Need in 2023
Budgeting is essential for every business. Learn about three types of budgets that every business needs in 2023.
How to Grow Your Business by Understanding Your Team’s Working Genius
Understanding your team’s working genius can help you build a more productive and happy team. Learn how to use the Working Genius concept to grow your business.
5 Elements to Building a Healthy Work Culture
Are you building a healthy work culture? Learn five elements that can help you create a culture that inspires workers to come into the office.
A Year-End Tax-Planning Checklist for Clients
As 2022 comes to a close, it’s important to talk about year-end tax planning. Now is the ideal time to employ those last-minute strategies that can help you save on taxes. In our recent article, we share a checklist of must-dos for tax planning at the end of the year....