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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Help Investors Spend Their Money

The market has really bounced all over the place since the pandemic hit. We have all seen this happen during 9/11, then again when the 2008 recession hit. But there are investors who must invest in companies and if you have a strong revenue stream and positive cash flow, you will be attractive to investment-seekers…. | Read the full article »

Getting to Day Zero

Companies are going through year-end financial reporting. Just for fun, at cocktail parties and networking lunches, I ask executives and investors if they get the year-end results as quickly as they would like to get them. My unofficial survey says that most stakeholders are not receiving results timely. Proactive organizations have “Day Zero” at the… | Read the full article »

Leave Behind What is Not Working

Yesterday, as I was walking back to my car after a great networking lunch, I almost tripped over a pair of shoes left behind in the parking lot. They were probably part of a strategy to look fashionable and fabulous. Most of us can take a closer look and determine why they may not have… | Read the full article »

The 1st Year Audit – Master the Mystery

Does the word audit make your pulse race and put your antiperspirant to the test? Is your monthly financial review fraught with the same level of fear that a trip through the Halloween Hall of Terror brings? If you are a growing company and are required to go through your first audit, it can be… | Read the full article »

The Last 60 Days – Evaluate Envision Execute

Danielle Moga, Barker Associates The Last 60 Days – Evaluate Envision Execute There’s nothing that brings on a bit of panic that the end of the year is coming like seeing Christmas decorations prominently displayed at retailers before you’ve even heard the knock of trick or treaters at your door. For me, as the year-end… | Read the full article »

Harley, Blue Dog, and Change

Harley is a Bichon Frise we rescued when his second owner rejected him. Besides being adorable and sweet in so many ways, he is also the most anxious dog I have ever met. My husband calls him PITA, which stands for Pain in the A____. He is 11 years old, and he has been with us most of his life.  Harley loves to play… | Read the full article »

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 »