The CFO Blog

The Marketing Plan: A Small-Business Essential

The Marketing Plan: A Small-Business Essential

Guest blog by Alisha Lucido, Marketing Coordinator

In small businesses, marketing often gets placed on the backburner, yet many times the primary focus is on getting new leads. But how do you get new leads? By marketing! Small-business marketing guru Dan Kennedy says it best, “If you’re looking for the answer that turns your time into the most money, then turn your attention to marketing.

Now That It’s Working, Let’s Stop Doing It

Now That It’s Working, Let’s Stop Doing It

Most of the time when we start a new engagement with a client the first phase involves some level of clean up or prep work. Some require more, some less, but almost all require some. Cleanup can be any number of things: in extreme cases, bank accounts haven’t been reconciled in years or the company is still using a paper ledger system.

Don’t Take the First Dime!

Don’t Take the First Dime!

Guest blog by Martin Hilker, Consulting CFO

Working with small, privately held clients is rewarding due to the variety of opportunities and challenges we face and our ability to implement change in a relatively short time frame.

Why You Didn’t Get the Job:

Why You Didn’t Get the Job:

Thoughts from the Hiring Managers Prospective

For the last few months we have been advertising to fill a position. We’ve posted on various paid internet hiring sites as well as undergraduate and graduate business schools. Each day we review about 10-20 resumes.

Holiday Surprises

Holiday Surprises

I like a good, shocking surprise every now and then (emphasis on “good”). I especially like giving someone a good, shocking, surprise. Something completely unexpected, that gets etched in their memory.

Over time we fall into a routine of busy-ness during the holidays, just trying to get through them and make sure nothing get screwed up.

Storing Up Nuts – Building a Cash Reserve

Storing Up Nuts – Building a Cash Reserve

What can business owners learn from squirrels, mice and beavers? How about looking both ways before crossing the road! Or maybe knowing how to stay warm during long winter months? Probably the most important lesson we can learn from these animals is that if you want to survive, you have to plan ahead.

Managing Your Personal Financial Risks

Managing Your Personal Financial Risks

We spend a lot of time helping businesses improve their profits and cash-flow. When we stopped to think about all the ideas and experience we have managing and controlling risk and costs in a business, we realized many of these ideas also apply to individuals managing their daily lives and personal finances.