by Leif Jensen | Mar 12, 2019 | General |
When was the last time you reviewed any of your insurance policies? That is except for the cost? When I was handling compliance and financial planning for a group of financial advisors I decided to learn from other people’s mistakes. Have proper insurance...
by Leif Jensen | Mar 11, 2019 | General |
Do you have any employees? Can I see you HR Manual? The first question is one that I often ask prospective clients. The second question is asked if the answer to the first question was an affirmative. Then I am usually told that they do not have one in place. If they...
by Leif Jensen | Mar 6, 2019 | General |
One of the most important roles for a company’s Board of Directors is to set policy under which management takes action to manage the affairs of an organization. Yes, even for small start-up businesses. Corporate governance is the system of rules, practices and...
by Leif Jensen | Mar 5, 2019 | General |
I am a believer in Boards whether it is a Board of Advisors or Directors. Business owners, especially those running small businesses should not be making all of their own decisions. They should be getting input and advice from knowledgeable and trusted advisors,...
by Leif Jensen | Mar 4, 2019 | General |
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...
by Leif Jensen | Feb 27, 2019 | General |
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...
