DON’T GET MARRIED AFTER THE FIRST INTERVIEW DATE: HOW ASSESSMENTS HELP YOU MAKE WISE CHOICES

Hiring has significant consequences for any organization.   If you make the right choice, performance improves, capability deepens and teams mature. If you make the wrong choice, morale and performance drops…

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HOW COST SEGREGATION CAN IMPROVE ROI ON YOUR HEALTHCARE FACILITY

Owners/operators of healthcare facilities (laboratories, physician offices, assisted living and long-term care facilities) must continually be adding new or improving existing facilities to keep up with growth, changing technologies and patient needs….

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ACCOUNTING FOR FOREIGN CURRENCY: WILL YOU GET LOST IN TRANSLATION?

Introduction Figures from the World Trade Organization show that since the 1980’s global trade has more than quadrupled in volume and has grown with an average of almost 5% per…

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I ALREADY HAVE AN ACCOUNTING TEAM. WHY DO I NEED FINANCIAL PLANNING & ANALYSIS (FP&A)?

One of the top priorities of a growing company is to build a finance team that can scale with its business. Given the critical importance of accurately recording and reporting…

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THE FAMILY BANK

Three years ago I helped a business owner rescue his succession plan from imminent failure.  We restructured the plan to both enable him to withdraw from the business (with enough…

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CONSULTING CFOS: THE POWER OF AFFILIATION

Serving as a trusted consultant financial professional is a deeply rewarding career. Working with a client is a special relationship built on trust, both for the value of work and…

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IS THE ANNUAL BUDGET A COLOSSAL WASTE OF TIME?

In today’s world, it’s rare to find a topic that generates agreement across a broad cross-section of people, but it’s a reasonably safe bet that most finance and non-finance people…

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MAKING THE FINANCE OPERATION THE BEST IT CAN BE

One reason to love business is because it is dynamic. Strategies change or pivot, organizations transform, regulations and new rules emerge. All of these require financial teams to be both…

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TELLING A COMPELLING FINANCIAL STORY

Financial presentations are common to every business. Whether the audience is the board, investors, lenders or bankers, the ability to tell a credible and compelling financial story is critically important….

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USING OLYMPIC TRAINING METHODS TO IMPROVE YOUR PLANNING & BUDGETING

Recently the Olympics dominated the airwaves for a couple of weeks. Everywhere you looked, the athletes used visualization to train, plan and improve their performance. Skiers, skaters and sliders swayed…

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