Hey everyone! It's with true pleasure that I bring to the members of Strategic Boardroom the next series of classes. Finance Fridays will be held at 9:30am EST I will be hosting classes and Q&A sessions in the Boardroom (Zoom) (So yes, it's on Zoom, so be prepared to fire up your video. You don't even have to wear pants as long as your video is appropriately aimed.... only you will know). The link is on the calendar! There will be a short topic to get the financial juices flowing, then I'll be there to answer any questions you have. The first one is THIS Friday, December 26th! See you there!

Join me on the live call, especially around EBITDA and SDE calculations when you're looking to buy or sell a business

Hi Everyone! I am SO very excited to announce the posting of the Business Owners Money and Finance Course! There is so very much in this course, all designed about the Money and Finances of a Business Owner. Here is just a few of the things in the sessions: - Learn the Basics of Balance Sheets and Income Statements (and only the critical parts you need) - Basic and advanced metrics to track on a "Flash Report" - Advanced ways to hold cash that the ultra-wealthy have been doing for DECADES! (and doing it legally and tax-sheltered) - How to spot when you might be Growing Broke in your Business (and what to do about it) - How to get a Business Loan (a loan in the name of your business) - What does a credit score really entail? Why am I being told there's only 3 scores? (There's not, btw) - Plus a LOT more... It was a lot of work to put all this together. Members, I'm sure you're going to enjoy it!

Business health can be measured by a lot of things, these metrics are often referred to as KPIs (Key Peformance Indicators). Much like measuring blood pressure or body fat percentage, it's an indication of the overall health of a business. What KPIs are you familiar with in your Accounting Function? Which ones do you track? Which ones do you think you SHOULD track but don't? (no judgment here... it can be a struggle!)

A conversation about getting a loan for your business...