Your Business Story From Financial Reports

Your Business Story From Financial Reports

Originally published in November of 2016. Updated in February of 2019. Recently, I marveled at a management team as I reviewed their company’s financial reports. The company had a five-year growth rate (CAGR) of 28%. That growth rate is remarkable by itself, but it...
An Easy and Efficient Budget Process

An Easy and Efficient Budget Process

Preparing a budget does not have to be laborious. I hated wasted time; I also hate spending a lot of time on budgets. That view might strike some of you as strange given that it comes from a CFO (Chief Financial Officer). But the truth is that budgets do not have to...
Is a Budget Worth Your Time?

Is a Budget Worth Your Time?

I hate wasted time. How about you? I always seem to have more things to do with my time than time to do them. I figure I could fill two or three lifetimes with what I would like to do—in business and for pleasure. It is that time of year where every good company is...
The Hidden Power of Your Financial Data

The Hidden Power of Your Financial Data

To most people, financial reports are just numbers on a page. Hopefully, my recent blog posts have convinced you that those numbers also tell a story of your business and show the hidden power behind your data. I confess that I am a “get it done” person. My preferred...
Reports to Grow Revenue and Predict the Future

Reports to Grow Revenue and Predict the Future

The Basic Formula to Predict the Future In the last blog post, I wrote about the value of being able to predict the future in business. For revenue, predicting the future starts with a system to monitor the journey of prospects becoming customers. But it does not end...