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Nov 14 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...
Oct 14 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...
Sep 12 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...
Aug 13 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...
Jul 14 min read
July Topic: Workflow Processes
Documenting processes allows roles to be transferable and enables a fresh look at efficiencies, risk management, scalability.
Jun 14 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.
May 13 min read
May Topic: Organizational Structures
May's Monthly Topic defines specific organizational structures that are able to grow with your business for long-term success. Overview...
Apr 14 min read
April Topic: Financial Statements & Dashboards
Now is the time to evaluate how your company is tracking key information and how a company dashboard can keep your growth on track.
Mar 13 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.
Feb 15 min read
February Topic: Tax Planning & Green Energy Tax Credits
Knowing the tax rules make year-end tax filings easier, more accurate, and more efficient. Plus, exploring the Green Energy Tax Credits....
Jan 14 min read
January Topic: Marketing Strategies - Developing, Implementing, & Analyzing
January's Topic on Marketing Strategies provides the steps to evaluate your marketing cycle and specific strategy options. Overview Now...