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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Defining Your Corporate Development Strategy

Defining Your Corporate Development Strategy How to Navigate from Where You Are to Where You Want to Go Typically, when you get into your car, you have a destination. You’re going somewhere and you know how to get there (or you have your smartphone or navigation to help you along the way). You don’t get… | Read the full article »

Raising Capital – Developing the Right Rolodex/Contact List 

Finding the right investor, who is interested in your company and you, begins long before you actually may need money. Preparations include thinking about businesses that investors want to invest in and then modeling yours accordingly, maintaining up to date financial data, and building a strong consumer base. Once you’ve made the decision to search… | Read the full article »

The Check is in the Mail – How E-Payments Render that Saying Obsolete

The Check is in the MailHow E-Payments Render that Saying Obsolete  If you’re like me, you probably can’t remember the last time you heard “the check is in the mail” with any seriousness. While it had been a fairly common sentiment for many years, with online banking, cash apps, Zelle, and more e-payment options materializing… | Read the full article »

The ABCs of Recruiting the C-Suite

True leaders know they are as only as strong as the team they build around them. To that end, hiring not only the most qualified, but also the most compatible C-Suite executives with whom to strategize and collaborate on the future of the company is invaluable.  Recruiting the right person at this level differs significantly… | Read the full article »

How Angel Investors Navigate Deals with an Investment Thesis

How Angel Investors Navigate Deals with an Investment Thesis Creating a Roadmap for Success  How do you know where you’re going without a navigation tool – GPS, a smartphone, or even the “ancient” map? For angel investors, that navigation tool is an investment thesis. When done correctly, it will not only guide you along your chosen… | Read the full article »

There are Angels Everywhere

Angel Investors and the Upcoming Seattle Angel Conference  I have the distinct pleasure of participating in the Seattle Angel Conference as an Angel Investor. This virtual event is May 12th, and I am thrilled to be involved. The mission of the Seattle Angel Conference is to create stronger startups and more effective angel investors with… | Read the full article »

Financial Literacy for Raising Money

Financial Literacy for Raising Money The Questions You Need to Ask Yourself  As we continue to discuss increasing our financial literacy, we must also consider the ways in which a company increases its chances for securing money for growth. The list of possible ways to obtain money to finance the growth of a company is extensive,… | Read the full article »

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 »