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February Topic: Tax Planning
Tax planning helps business owners understand how their structure and compensation affect how much of the pie goes to taxes. Disclaimer: The information provided in this document/website does not, and is not intended to, constitute legal or tax advice; instead, all information is for general informational purposes only. Information in this document/website may not constitute the most up-to-date tax or legal information. Readers should contact their attorney or tax professiona
Feb 14 min read


January Topic: Implementing & Analyzing Marketing Strategies
Track your strategies and get a good read on effectiveness.
Jan 14 min read


December Topic: Capital Structure
At year end it is important to evaluate the stability of the company and capacity to provide year-end bonuses and distributions.
Dec 1, 20252 min read


November Topic: Budget with Your Backlog and Pipeline
Make the best use of the knowledge you have now regarding your business’s income in the next year.
Nov 1, 20254 min read


October Topic: Ending the Year Well
Focus on five areas to finish the year strong while preparing for next year.
Oct 1, 20254 min read


September Topic: Strategy for Value Creation
The company's value will be higher when serving customers is consistent and scalable.
Sep 1, 20254 min read


August Topic: Surviving Startup
The Startup Curve is the primary reason new businesses run out of cash within their first five years. It is also applicable to existing...
Aug 1, 20255 min read


July Topic: Workflow Processes
Documenting processes allows roles to be transferable and enables a fresh look at efficiencies, risk management, scalability.
Jul 1, 20254 min read


June Topic: Cash Management
Managing cash in a business has many important nuances. Using a cash flow forecast provides comfort around cash management.
Jun 1, 20254 min read


May Topic: Career Path
Providing employees with a career path is a key component to building a strong business.
May 1, 20254 min read


April Topic: Dashboards
Having a regularly reviewed dashboard that brings together financial and operational metrics can be a very helpful indicator of business health.
Apr 1, 20253 min read


March Topic: Combatting Feast or Famine Cycles
Mitigate the effects of feast and famine cycles. Adopting a strategic approach is important for small businesses to stay sustainable.
Mar 1, 20253 min read


January Topic: Marketing Strategies
To keep your business growing and healthy, follow multiple marketing strategies.
Jan 1, 20253 min read


December Topic: Capital Structure
Evaluate your company's capital structure in order to assess its overall strength and stability, as well as to inform decisions about...
Dec 1, 20242 min read


November Topic: Make a Budget Using Your Backlog and Pipeline
For next year’s budget, incorporate your current position in terms of client engagements and future sales expectations. Overview When...
Nov 1, 20244 min read


October Topic: Ending the Year Well
At the beginning of the fourth quarter, end the year well and prepare for the coming year using this comprehensive checklist. Overview At...
Oct 2, 20244 min read


September Topic: Strategic Planning Using Financial Modeling
September is a good time to begin creating a financial model. This helps to contextualize the costs and returns of investment and set...
Sep 2, 20242 min read


August Topic: Market Positioning - Preparing for Strategic Growth
The month of August is a good time to take stock of where your company and your services fit in the market. Overview The month of August...
Aug 2, 20243 min read


July Topic: Workflow Processes
Documenting processes allows roles to be transferable and enables a fresh look at efficiencies, risk management, scalability.
Jul 1, 20244 min read


June Topic: Cash Management
Managing cash in a business has many important nuances. Using a cash flow forecast provides comfort around cash management.
Jun 2, 20244 min read
