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  • Services
    • Accounting & Bookkeeping
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  • Solutions
    • Increase Profitability
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Portfolio Diversification When Your Business Is Your Largest Asset

Investing outside of your business might result in slower wealth growth, but this strategy will fortify your finances against temporary (and, at times, even permanent) business declines.

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May 31, 2022

Small Business Fraud: 5 Things You Must Do to Protect Your Business Now

Every year, 66% of small businesses fall victim to some level of fraud. Not all of them know it. Some never will. The damage may be

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February 28, 2018

Will Your Company face Bankruptcy in 2018?

You may not know Edward Altman, but he knows an awful lot about your business — like whether your companywill be bankrupt in the next

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January 8, 2018

What is Your Business Trying to Tell You? 5 Keys to Better Business Metrics

In my career as an , I’ve often fooled myself about what’s important and how to build my business. I’d go to work each day focused

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September 6, 2016

How to Live with your CFO: Fixing a Dysfunctional CFO-CEO Relationship

The best way to build a strong, profitable and sustainable company is to start with a solid CFO-CEO relationship.  In the best companies, the two executives

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August 26, 2015

4 Strategies for Surviving Foreign Currency Exchange Risks

The re-valuation of the Chinese Yuan this month highlights a risk that most small businesses barely acknowledge: the cost and volatility of international money exchange. If

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August 22, 2015

How Financially Disciplined is Your Company? 3 Rules for Surviving any Storm

The recession is over, leaving behind a wake of net losses, bad cash flow and bankruptcies among those hardest hit. At the same time, other

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May 12, 2014

The CFO who Fired Himself

A funny thing happened to me during the 5th year of my 3rd start-up:  I fired myself.  The company continued on, but I walked away.

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November 10, 2013

Missing My Mentor: Bill Manby (1942-2013)

I was privileged to have had Bill Manby as a business partner and mentor during the heady days of the Dot-Com Boom (and bust!) in Silicon

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October 10, 2013
Deciding to sell

Who Pays When an Employee Dies: The Cirque Du Soleil Tragedy

For the first time in Cirque Du Soleil’s 29-year history, a performer died last month when she fell during an aerial sequence in the show

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July 30, 2013

Your Money or Your Wife: The Danger of Mixing of Love and Business

I was 27 and struggling with my first start-up when I met my wife. She seemed like the perfect addition to my growing company. She

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February 8, 2013

Key Person Insurance: How to pick a policy without getting ripped off

If given the choice, I think most business owners would rather discuss…well…just about anything other than life insurance. Who wants to think about insuring the life of

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October 23, 2012

Are you Financing a Russian Crime Boss?

I recently discovered a number of businesses in the USA that are helping the Russian Mob rip people off.  If you sell a product, your

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July 30, 2012

You agreed to WHAT? Know the Unknowable before Signing Away $ Millions

At lunch yesterday, I had the guilty pleasure of hearing “war stories” from a group of lawyers, accountants and bankers. Sometimes lunch with this crowd

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May 30, 2012

DRP*: The Most Important Thing You Aren’t Doing at Work

I’m sitting on the beach today.  But last week I was mopping up water. Yep, my office flooded last week.  A hot-water heater burst and

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May 7, 2012

Negotiating with Angels: When to Rescue a Funding Deal – and When to Walk Away

You’ve been carefully nurturing an equity investor and now he’s threatening to walk away from the deal. Despite an endless number of presentations, term sheets,

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April 12, 2012

Making Sure Your Business Can Bounce Back: the Best Ways to Prepare for the Unexpected

The business environment is constantly changing. Even the most carefully conceived business plan cannot claim to be bullet proof in a dynamic setting in which

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April 8, 2012

Credit Card Nightmares: Six Simple Ways to Prevent Employee Credit Card Abuse

As a business owner, you have drive, desire and dreams of something bigger.  Sadly, according to a recent survey by the National Association of Fraud

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February 2, 2012

Rocket-Man: Elon Musk’s Secret of the Pivot

I had a rare opportunity to speak with Elon Musk.  In case that name is not familiar, you certainly know him by what he has

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December 1, 2011

Business Risk: 7 Ways to Get All the Reward With None of the Risk

When you quit your job to start a company, did you think you were invincible?

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October 4, 2011

American Jobs Act Has Something For Small Business

President Obama announced his new American Jobs Act and promised it would invigorate small businesses. I’m often skeptical of the impact of any regulation, but

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September 15, 2011
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