Jason, the owner of a growing construction business, thought he had a good handle on his finances. His bookkeeping was current, invoices were sent on time, and he had cash in the bank. But things didn't add up when his banker asked for financial statements to support a loan

As a business owner, you have worked hard to build a brand that customers trust, employees value, and investors recognize. Beyond your tangible assets like equipment, real estate, and inventory, goodwill is another crucial component of your business’s value. Goodwill is an intangible asset that represents the strength of

Many of our clients struggle with their balance sheets. Why does it even matter? What does it mean? Aren’t cash and profit all that drive a business? Let’s discuss it. It might not seem exciting, but the balance sheet can make or break your company. You are missing half

Do you know what we see with clients? Business owners often think that the bank balance matters. They even use it to make decisions! Sometimes, business owners do not realize their bank balance is NOT their cash position. That’s right - logging into your bank app and finding out

Are you a business leader with a strong financial strategy and a team with excellent financial literacy? Does your team talk about the numbers, have confidence in their revenue, and gross margin and profit? Clients who are transparent and use numbers to drive decisions have better profits and often