Your accountant is a critical part of your financial team. It is very important for you to have the right one on your team. So how do you know if it is time to get a new accountant?Read More
On Friday, May 1st we joined 350+ business owners at the Milestones in Leadership Summit in Huntington Beach. It was a day full of entrepreneurial energy and great insights from our speaker Cameron Herold.
Below are eight takeaways from Cameron’s presentation. If you didn’t make it this year, we hope you can join us next year.Read More
You most likely started your business because you are really good at something or knew how do something better. Maybe it was product design, marketing, manufacturing, etc. More often than not though, finance is not your strong suit. For many business owners, business finance is an area where they lack clarity and direction; it is even a source of stress and fear.
It Does Not Have to be That Way.Read More
In November, we held our last Financial Coaching to Survive and Thrive training session of the year. We had great sessions in Glendale and Irvine and thoroughly enjoyed the additional information from our guest business brokers.Read More
Session five of our Financial Coaching to Survive and Thrive series took place in Glendale and Irvine last week. In our group of business owners, we discussed Return on Investment (ROI) and the Altman Z Score
For those of you who couldn’t make it to either session, here is a quick recap on ROI.
One questions that I often recieve from clients is what should I do to improve my chart of accounts? To answer that I have here 3 tips to improve your chart of accounts.
A business plan can be an invaluable management tool, if it is well prepared, reviewed, and updated on a regular basis.
It can serve as a map for making the daily decisions with which a growing business contends. Financial backers, venture capitalists, private investors and even bankers seek business plans as the first step toward investment decisions.
This past week we continued our business owner’s series of Financial Coaching to Survive & Thrive with session two on credit and your financials.
This past Thursday morning we had a great time hosting session one of our Financial Coaching to Survive and Thrive. In this session, we covered financial statements basics.
Here are two gems of information that we shared in Thursday's training on putting your financial statements to work.
This article is part two of our recap and key takeaways from the 2014 Milestones in Leadership Summit. Click here for part one
At the Milestones summit, our speaker Jeff Hagett from the Ritz-Carlton Leadership Center gave a great training on creating a culture of outstanding customer service. For those who attended and those who couldn’t make it, here are our recaps and our key takeaways from the event. Our hope is that this will help you remember some key points if you attended (there was a lot to take in!), and if you were not able to attend, we hope this will help spark discussion and improvement in customer service in your company.