When business owners say, “Financials are just historical,” they’re only seeing part of the picture.In reality, your financial statements contain three dimensions of time — and if you know how to read them, they’ll show you exactly where you’ve been, where you stand, and where you’re headed. Let’s break it down: 1. The Balance Sheet: …
Ask a business owner what financial statements are for, and you’ll usually hear:“Tracking performance.”“Staying compliant.”“Making sure we’re profitable.” All true — but incredibly limited. Ask a great CFO what financials are for, and you’ll get a different answer:“Making better strategic decisions.” Because the real power of financials lies in how they’re used, not just what …
Financials as a Strategy Tool — The CFO Secret No One Talks About Read More »
We tend to think of crises as sudden.But in business, very few problems strike without warning. Margins don’t collapse overnight.Cash flow doesn’t dry up in a day.Client profitability doesn’t vanish all at once. The truth? Most business threats show up in your numbers long before they hit your bottom line. The question is: Are you …
Financials Are Your Early Warning System — Use Them Before You Need a Rescue Read More »
Let’s be honest.Most leaders treat financial statements like a task on their to-do list:☑ “Looked at the P&L.”☑ “Glanced at the balance sheet.”☑ “Moved on.” But checking your financials is not the same as using them. In fact, this mindset keeps businesses stuck — flying blind with a monthly glance at the cockpit. Your Financials …
Stop Treating Financial Statements Like Homework — Start Using Them Like a Dashboard Read More »
It’s easy to assume that having access to financial data automatically makes your business more informed. But here’s the truth: data is dumb without interpretation. Your financial statements aren’t magic. They don’t make decisions. They don’t tell you what to do next — unless you know how to ask the right questions. Financials Are Talking. …
When most business owners look at their financial statements, they see a snapshot of the past — like reading yesterday’s weather report. But the most successful leaders don’t just glance in the rearview mirror. They use financials like a GPS: to track where they are, understand where they’re heading, and steer toward better outcomes. Here’s …
Financial Statements Aren’t Rearview Mirrors — They’re GPS for Growth Read More »
In business, the phrase “treat every client the same” sounds noble—but it’s also misleading. The truth? Not all clients are of equal value, and smart companies not only recognize this—they operationalize it. If that statement feels uncomfortable, good. It means we’re getting to the heart of an important mindset shift: equity over equality in how …
Not All Clients Are the Same – And That’s Not A Bad Thing Read More »
Most accountants underestimate what their clients are actually willing to invest in. You’re Not Charging Too Much — You’re Communicating Too Little If you’ve ever thought, “My clients won’t pay more,” you’re not alone. But here’s the truth: clients will absolutely pay more — when they understand the value.And most accountants are underselling their greatest …
Your Clients Are Willing to Pay More — But Only If You Shift This One Thing Read More »
There are a lot of self-care hacks out there on the internet. Weirdly enough, they seem more disastrous than caring. Here are 6 ways you can actually engage in self-care and actually take care of yourself in the process.
Daniel Harkavy wrote, “At your funeral, someone from your family — perhaps even a few friends — will offer a eulogy, a ‘good word’ about your life. At the reception afterward, the words will continue. What would those closest to you remember about your life? What stories will they tell? How would they summarize what …