WHY YOU SHOULD NOT USE EXCEL FOR FINANCIAL REPORTING

I love Excel! It’s a great tool and is my go to application for everything from an on-screen calculator to running ROI or IRR scenarios to calculating loan covenant compliance…

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A NEEDLE IN A HAYSTACK? HOW TO MAKE YOUR RESUME STANDOUT

As a research analyst for a specialized Consulting and Staffing Firm, my job is to browse  hundreds of resumes, curricula vitae, job and social profiles, and personal and company webpages,…

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WHAT IS THE RIGHT LEVEL OF FINANCIAL LEADERSHIP IN A RAPIDLY GROWING BUSINESS?

Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as…

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MAKING SENSE OF BITCOIN

Bitcoin – the name seems vague, inspires confusion and its place in regular and continuous commercial activity seems unclear at best. What are business people, and especially small business owners,…

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Post Merger Integration: Why a Conduit is an Essential Part of Success

Having spent a good part of my career on both sides of the table, assessing and executing M&A deals spanning several continents, I came to the realization that regardless of…

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THE ELECTRONIC PAYMENTS SERIES: NO. 1 – A CHALLENGE FOR BANKS

Much like the dramatic changes impacting the taxi industry driven by ride sharing “brokers” such as Uber, Lyft, Sidecar and others; financial institutions (e.g., commercial banks, credit card companies, savings…

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SUCCESSION PLANNING RETHOUGHT

Few issues trouble a business owner more than how they are going to exit a business at retirement, to start another business (if they are a serial entrepreneur), or to…

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QUICKBOOKS CLINIC SERIES NO. 4: POPULAR ADD-ONS

In this post I address some of the most popular add-ons to the QuickBooks accounting system. Costs that spiral out of control represent one of the most serious threats to…

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INTERNATIONAL M&A: WHY TAXES MATTER EVEN FOR SMALL COMPANIES

In the past year I’ve seen an increasing amount of M&A activity especially with my international clients. Every transaction I’ve worked on has had substantial tax content to it. I…

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QUICKBOOKS CLINIC SERIES: NO. 3 ADD-ONS: CAN THEY STREAMLINE YOUR ACCOUNTING PROCESSES?

In previous installments of the QuickBooks Clinic Series, I’ve talked about issues users typically encounter in the initial setup of QuickBooks and how to avoid some of those pitfalls. As…

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