I entered 2022 with great hope that this year would be an improvement over the past two Covid-riddled years. Business was exceptionally good for me in late 2021, despite the Covid challenges, and I still haven’t caught Covid, although this damn Omicron seems like it is going to find us all eventually. But sometimes life […]
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Book Review: Double Entry
Double Entry refers to the bookkeeping system which uses a self-balancing set of accounts, where every entry is double-sided, a debit and a credit. Author Jane Gleeson-White subtitled her book, How the Merchants of Venice Created Modern Finance. The book starts with a speech by Bobby Kennedy decrying the things that Gross National Product does […]
Book Review: Fulfillment—Winning and Losing in One-Click America
The pandemic has acted as an accelerant to trends that were already taking place. The pandemic led to everyone shopping from home and Amazon was the biggest beneficiary of the growth in online shopping. With the rise of Amazon and Jeff Bezos, there has been a rash of new books about the company and its […]
What I Do, Part 3
Four weeks ago, my blog was about What I Do. That resulted in a follow up with more detail on the topic of coaching upcoming executives. This is the second follow up on What I Do, this blog on my involvement with acquisitions and sales of businesses. Let’s first talk about acquisitions. Sometimes existing clients […]
What I Do, Part 2
My last blog was titled, “What I Do.” I got a lot of comments and several people asked me to elaborate on some of the points. One of the things I mentioned that I do, is CEO Coaching. Don’t confuse this with joining a CEO Peer Group with a facilitator, which I often recommend because […]
What I Do
I have been a consultant CFO for longer than any W-2 job I ever had, and I only wish I had started my practice sooner. I enjoy working with small business owners because it is satisfying to help people achieve their dreams. Recently, I’ve been talking to new referrals and been reminded that I have […]
Dashboards—Terrific Tool or the Latest Fashion?
The answer to the question posed in the title is a bit of both. With any business trend or fashion, there is always something of substance and value, and a tendency to overdo it, because, after all, we need to sell books, seminars, and consulting services. Dashboards began in the 1970s as businesses began using […]
Ten Years a Consultant
On January 14, 2010, I officially opened my consulting practice. Today, January 14, 2020, marks ten years of working for myself. After ten years, this is longer than any W-2 job I ever had! At this point, I probably couldn’t work for anyone else! While it is challenging to have a successful practice, it is […]
Becoming a Superhero
Those of us who have a consulting practice and have decided to go it alone, rather than be part of a bigger organization, just do it all. Beside the paying work, that means the administration and business development. For those who have reserved personalities, like us accountants, that is the biggest challenge. How do we […]
My First Trip to Asia
In April, my wife, grandson and I visited Korea. This was mostly a chance to visit my wife’s family. She has three sisters and their families that live in and around Seoul. My wife was born during the Korean War, or what they call the Korean Civil War. The country was very poor after the […]