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Has a Millennial invasion begun at your workplace?   Are you fretting that they will all demand five-hour workdays and time off for yoga therapy with their pets?   Do you live in fear of not being sufficiently “woke”? Well, let’s put aside the exaggerations adopt a more philosophical approach:   every generation brings change,... Read More

In part 1 of our blog we asked our VP of Operations 5 questions regarding his job.  In part 2, we asked our VP of operations to elaborate on question #2: As a Senior Consultant, what is a challenge that you see is common among your clients? I’ll use an analogy.  We talk of business... Read More

For this week’s newsletter, we interviewed Nick DellaRova, VP of Operations and Senior Consultant at CLM Advisors.  In our interview we spoke to Nick about the challenges he faces everyday in his role as a consultant, the challenges he faces with accounting and tax, and the challenges he faces in the office.  Click the link... Read More

In Part 1 of our September series, we walked through some simple ways to set up and use your Chart of Accounts.   Why focus on such a mundane aspect of your business? Because, like anything else, if you don’t understand it, you won’t give it proper attention.   Your financial statements are only useful... Read More

If your internal financial statements are becoming unruly and hard to read, you are not alone. Commonly, businesses start with a basic set of accounts but, as the business expands, the accounts multiply until a simple P&L statement has almost as many line items as the federal budget.   You can’t expect to make sense... Read More

When I took my Business courses in college, I noticed the good-natured tension between the professors in the more “creative” fields, such as Marketing, and the more “technical” fields, such as Accounting.  The Marketing group chided the Accountants for being “bean counters” unconcerned with the actual branding and selling of the product – and you... Read More

It is May 4, and you just bought a new grill – and it is beautiful.  This is not for amateurs – you could cook for an actual army on this thing with the stainless steel racks and the industrial-strength rotisserie.  You went all out this time – to the tune of $2,000. But because... Read More

Paid Media is generally defined as, “External marketing efforts that involve a paid placement, such as PPC advertising, branded content, and display ads.   Paid media is an essential component of revenue growth and brand awareness for online businesses” (source: bigcommerce.com). For example, when you search on Google for “Restaurants Near Me” or “Computers”, the... Read More

You know the tune: “Raindrops on roses, whiskers on kittens, bright copper kettles, and warm woolen mittens…”  Maybe it’s just a convenient title, but this famous song from The Sound of Music has me thinking about what I love to do most. In the field of marketing and branding, we think of possibilities and creative... Read More

In Part 1 of this mini-series, we explored Data Security Risk- the risk that nefarious third-parties could steal your Clients’ personal and confidential data from your system, and what you can do about it. Today, we will take a brief survey of your Data Accuracy Risk.  This is the risk that your business financial records... Read More