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Financial Dashboard

There has been much written about financial dashboards for several years, and when I discuss them with clients they nod their heads stating that QuickBooks has one all set-up for them. So why should they care? QuickBooks does not have a dashboard per se it has a...

Annual Goals

What are you annual or long term goals?  This is assuming that you have made them. Do you want to: Ramp up productivity in your business? Reduce ongoing business expenses?Hire your first employee?Create a new customer service process?Increase traffic on your...

Annual Reports

Annual reports, those are the annoying forms that you have to fill out by hand and send in to the IL Secretary of State with a check a month or so before your corporate anniversary.  Most people don’t give them much though and jot down either a copy of the prior...

Measurables

What are your businesses Key Performance Indicators (KPI)?  What do you use to measure your business? Financial KPI is a measurable value that indicates how well a company is doing regarding generating revenue and profits. Monitoring KPIs comparisons shows...

Marketing Plan

Clients are always a bit surprised when I ask them about their marketing plan and their client and product pipeline.  This is usually because they have neglected this aspect of their business.  They have been spending their time “in” their business and not...

Social Media

How important is social media to a small business? With the proliferation of businesses that are calling and e-mailing me looking to take over the management of this function, makes it seem critical to a small business. My firm does have what some consider a strong...

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