Budgeting and Forecasting
What Is Financial Modeling?
One of the most critical responsibilities of your executive team is to stay abreast of your current and anticipated business performance so you can make informed decisions. Financial modeling is one way to make that possible. Financial modeling involves using data to...
Financial Planning 2022: Business Trends That Could Affect Your Strategy
With the end of the year right around the corner, most of our clients are busy planning. So, I scheduled a meeting with our CFOs to do a brainstorming session titled “Business Trends 2022.” I wanted insight into what they have seen across various industries and how...
Growth vs Scale: What is the Difference and What’s Right for You?
I have noticed that business experts often speak of growing and scaling companies as if it were the easiest and most natural thing in the world to do. But that simply isn’t true. Most entrepreneurs are vision-driven – they want to fill a gap in the market or solve a...
Business Trends 2021: Financial Planning in an Uncertain World
The end of an unbelievably tumultuous year is almost upon us. So, in preparation for what promises to be yet another eventful 12 months, I met with our team of CFOs for a lively Zoom meeting dubbed “Business Trends 2021.” Although we can’t predict the future, we can...
