The Strategic Planning Process
The strategic planning process generally has a goal of developing a document called the “Strategic Plan”. It is important to realize that strategic planning… Read More »The Strategic Planning Process
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Creating a Policy and Procedure Manual
Creating a well written policy and procedure manual communicates company philosophy and guidance, ensures consistency of process and procedure and improves training. Often referred to… Read More »Creating a Policy and Procedure Manual
Creating a Budget
Why Create a Budget? A well thought out budget serves two primary purposes: Creating a budget requires you to think about the future of… Read More »Creating a Budget
Preparing an RFP for Banking Services
A Request for Proposal, or the simpler Request for information is a process to get information from a selection of banks or financial service providers… Read More »Preparing an RFP for Banking Services
A Simple Presentation Outline
This is a fun little simple presentation outline, or simple report format. I have found that it resonates very well with many people and once… Read More »A Simple Presentation Outline
Using the Balance Sheet-A Powerful Tool
What is the Balance Sheet? The Balance Sheet is a picture of your business at a point in time. It details assets, liabilities and… Read More »Using the Balance Sheet-A Powerful Tool
Using The Income Statement
What is the income statement? First and foremost, the Income Statement shows if your business is making a profit over a specific period of time.… Read More »Using The Income Statement
Using Financial Statements
One of the main products of any accounting system is the financial statements. These are used by companies of all sizes to measure and monitor… Read More »Using Financial Statements
Considering a PEO
Managing employees and their benefits is becoming more difficult by the day. The rules and regulations surrounding employees are complicated, require a great deal of… Read More »Considering a PEO
How to manage software vendors
Your new ERP system is installed; your team is figuring out how to move around and use it. Inevitably there are additional wants, fixes, irritations,… Read More »How to manage software vendors