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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The Balancing Act of Account Reconciliation and Online Banking

The Balancing Act of Account Reconciliation and Online BankingConvenience Doesn’t Make Up for Inaccuracy We are continuing our financial literacy discussion with something we all know about … or do we? We’re talking about online banking and its effect on our reconciliation habits (or lack thereof). In our daily routines, with our phones and computers… | Read the full article »

Grow Your Financial Knowledge, Grow Your Business

This week, we continue our month-long discussion on financial literacy, including best practices to increase your financial knowledge. While there are numerous reasons business owners do not have an adequate level of financial knowledge (some people are just not good with numbers, guidance from GAAP has gotten so complicated it makes it even more difficult to understand, and business owners are just “too busy” to get into… | Read the full article »

Can You Really Afford Not to Understand Your Budget?

Can You Really Afford Not to Understand Your Budget? Get Off the Financial Treadmill with a Budget and Move Forward  Last week, we kicked off our series on increasing our financial knowledge and the tools needed to educate ourselves in observance of Financial Literacy Month. This week, we are starting with one of the basics –… | Read the full article »

How to Avoid Driving Down the Interstate Blindfolded

How to Avoid Driving Down the Interstate Blindfolded Our Kick-Off to National Financial Literacy Month   April is National Financial Literacy Month, and I personally cannot think of a better time to discuss the importance of understanding financials. You don’t have to be the CEO of a Fortune 500 company to have a healthy grasp on… | Read the full article »

Leading with Trust Affects Your Team and Your Bottom Line

Leading with Trust Affects Your Team and Your Bottom Line A Little Trust goes a Long Way  We talked last week about the concept of being lonely at the top and more importantly, how not to be lonely at the top. And we found that one of the best ways is to increase collaboration with your… | Read the full article »

Leadership: If it’s Lonely at the Top, it’s Time to Make a Change

Leadership: If it’s Lonely at the Top, it’s Time to Make a Change  “It’s lonely at the top!” We’ve heard that phrase circulated amidst leadership conversations for years. But what exactly does it mean? Is the perception different from the reality? And, more importantly, what does it say about our own leadership styles?  Clearly, it’s… | Read the full article »

Celebrating International Women’s Day

Celebrating International Women’s Day The Past, Present, and Future of Women Leaders and Founders   “We need women at all levels, including the top, to challenge the dynamic, reshape the conversation, to make sure women’s voices are heard and heeded, not overlooked and ignored.”  – Sheryl Sandberg  Yesterday, we celebrated International Women’s Day, highlighting the accomplishments… | Read the full article »

A Successful Pitch May Come Down to Your Words

A Successful Pitch May Come Down to Your Words  What to Say and What to Avoid  Lately, we’ve been talking a lot about pitching investors. We talked about the importance of your story coming through loud and clear and why you need two pitch decks. And with all this “talk,” it now comes down to… | Read the full article »

The Pitch Deck – Something so Important, You Need Two of Them

The Pitch Deck Something so Important, You Need Two of Them  As someone who regularly helps others prepare to pitch to investors, I see one situation far too often. This may all sound a little too familiar to you as well. You are an entrepreneur who has done everything right. You developed a product or service… | Read the full article »

Pitch and Storytelling According to “Schitt’s Creek”

Pitch and Storytelling According to “Schitt’s Creek”  A Successful Pitch is the Result of a Good Story  Recently, I have been watching the Schitt’s Creek series on Netflix … for the second time, and enjoying it even more this time around. When I watched it the first time, I found myself getting irritated. But several… | Read the full article »