How often do you review your company’s financial information? There isn’t a perfect answer to that question, but “Never” or “Only when forced” are answers that are all too common. My recommendation is at least Quarterly for small companies and Monthly for most companies. Financial Review meetings don’t have to...
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Forgiveness deadline approaching It has been a while since the Paycheck Protection Program (PPP) has been front and center, but now is a good time to circle back and make sure your PPP loan goes away for good. If you haven’t already applied for forgiveness, now is the time. PPP...
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These days there is data for everything. Your Apple Watch or Fitbit has your heart rate and step count for the last 5 years, your phone knows the last time you went to the mall, and if you are like a lot of business owners you spend a lot of...
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February 9, 2022 by Staff
Businesses are scrutinizing who they work with. There is increasing security and privacy risk between organizations which share data or rely on each other for services. To combat this risk, organizations are implementing vendor management programs to ensure security and privacy are being addressed. Often these programs will have a...
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Chances are you didn’t get into business to study financial statements, but growing businesses inevitably hit a point where gut feelings and checking the bank account balance are no longer telling the full picture of business health. That point is where an experienced advisor can help guide your business by...
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