Financial Strategy

Assessing Strategy for Operational Efficiency

by William Lieberman | May 9, 2019 | Financial Strategy

Small business owners often request that we review their existing business strategy and offer advice on how they can grow their businesses. While this is often dependent on details specific to the business and the industry, it is possible to employ some simple tools...

Digital lock to illustrate implementation of cybersecurity for small business.

Implementation of Cybersecurity for Small Businesses

by William Lieberman | Feb 15, 2019 | Financial Strategy

With the growing state of affairs, cybersecurity should be an integral part of any business, whether a company is simply using email, maintaining a website, or deploying enterprise-wide cloud-computing solutions. The U.S. Small Business Administration states that...

Year-End Checklist and Planning for 2019

by William Lieberman | Dec 6, 2018 | Financial Strategy

The end of the year is a busy time. Business owners have a lot more to deal with as they think about planning for the following year. If a year-end checklist isn’t part of your planning cycle, now is as good a time as any to give this some thought. Here are a few key...

Essential Elements of Your Financial Board Package

by William Lieberman | Aug 3, 2018 | Analytics and Reporting, Financial Strategy

A board package should contain matters pertinent to strategic oversight and development. The basic components should be (1) what happened in the past quarter/year, (2) where we are now as part of our overall roadmap and business objectives, and (3) how do we move from...

Person standing under an umbrella to illustrate "understanding forecasting."

Understanding Forecasting: Ways to Get It Wrong, How to Do It Right

by William Lieberman | Jul 9, 2018 | Budgeting and Forecasting, Financial Strategy

Forecasting may not be a top-of-the-list item on the minds of entrepreneurs and small-business owners. But failing to take a forward-looking, bird’s-eye view of a business could lead to critical mistakes and a lack of direction. A situation that could be avoided with...

Why TCRH? For the Love of Everything Financial: Why We Do What We Do

by William Lieberman | May 31, 2018 | Financial Strategy

The CEO’s Right Hand (“TCRH”) was founded because entrepreneurship runs in my blood. From the early days of starting my own consulting business while I was in college to creating a successful FinTech SaaS company, I’ve always found that building something, from the...

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