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As an experienced CFO, Mindy brought perspective to our financial process in a way that can help you in the future. She helped us achieve clarity of cash flow and budgetary constraints while going through our entire company and asking the hard questions. I should have hired her sooner!

Jeff Charette, CEO, Menuat 

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Insights from Early-Stage Entrepreneurs

Recently I attended the 2019 Florida Early Stage Capital conference, where I gained an impressive and realistic view of the early-stage entrepreneurs in Florida.  The Florida Venture Forum does a great job of running these conferences. If you are an early-stage entrepreneur, this is a must-attend event each year. The education and networking opportunities for… | Read the full article »

Increase Cash Flow – Add Women to the Board

Wanted: 3,732 Women to Govern Corporate America (By Jeff Green, Hannah Recht and Mathieu Benhamou) 3/21/2019 Bloomberg.com) If the headline wasn’t enough to get my attention, the statistics from Bloomberg made me do a double-take: As a woman leader in the world of finance, it was no secret to me that women are underrepresented on… | Read the full article »

Five Steps to Create Meaningful, Visual Reports

Special Contributor Danielle Moga, Barker Associates If a picture paints a thousand words, the charts and graphs being compiled for reporting packages should tell a very colorful story; however, the dashboards and scorecards being created, though visually appealing, are lacking a strong story line and worse yet…a plot. Accounting and financial professionals spend hours compiling… | Read the full article »

When Business Leaders Confess That They Don’t Know What They Don’t Know

When Business Leaders Confess That They Don’t Know What They Don’t Know I have avoided yoga class for a few months because I was intimidated by the fact that most of the participants twist and turn like the performers in Cirque du Soleil®. This morning I decided I would break through my barrier of feeling… | Read the full article »

Start with Happy Employees – Gain Happy Customers

Danielle Moga, Barker Associates If you don’t know where you are going any road will get you there. – Lewis Carroll Customer experience (CX) has been a hot topic for the last several years. Companies have invested in teams to analyze data, customer service issues, survey results, and they’ve utilized sophisticated tools such as the… | Read the full article »

The Cure for Founder-itis

Founder-itis is a serious condition that occurs when one or more of the founders have remained in their position in an organization for far too long.  They have remained physically, mentally and emotionally in a position that is preventing the organization from healthy growth. This condition can occur in small to very large organizations.  I… | Read the full article »

On My Soapbox About Regulations

Recent posts discussed new regulations and the unintended consequences that companies are, or will experience as a result. ASC 606, already in effect for public organizations, affects nonpublic companies for annual reporting periods beginning after December 2018. The South Dakota vs Wayfair ruling last year has impactful implications for businesses who qualify to pay sales… | Read the full article »

Marriage Counseling for You and Your Budget

It is the first month of the calendar year and for many, the start of the fiscal year as well. The first month for you to start measuring the results you assuredly planned and documented in a budget for the year.   Each of you has a different relationship with your budget. Each of the… | Read the full article »

Heading Off Unintended Consequences

Heading Off Unintended Consequences In recent emails, I’ve updated you on regulations going into effect this year as well as consequences we realize from previous legislation (namely, SOX). The legislation was enacted because of the erosion of accountability in this country. How do you hold your company accountable while also raising the bar for maturity… | Read the full article »

Unintended Consequences of Regulation

The Sarbanes-Oxley Act has created several unintended consequences including, in my opinion, eliminating many basic company controls it was intended to enhance in the first place. Sarbanes-Oxley (SOX) became law in 2002 and was shortly followed by more regulation and the creation of the Public Accounting Oversight Board (PCAOB).  SOX has created many interesting dynamics… | Read the full article »