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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Five Steps to Committing to Financial Management Fundamentals

Five Steps to Committing to Financial Management Fundamentals  We seem to take one step forward and two steps back lately – with the pandemic, the economy, and life in general. In many instances, things are so close to “normal,” we’re ready to embrace it all again wholeheartedly. We need the familiar, especially during the tradition-filled… | Read the full article »

Accounting for Gratitude at Work

Accounting for Gratitude at Work  Thanksgiving has come and gone, and I sincerely hope you all took advantage of that special time to take a break from your busy lives, gather with loved ones, and remember to be grateful for all that you have. Too often though, we think about gratitude only in terms of our personal lives. Thoughts of gratitude invoke images of the Thanksgiving table… | Read the full article »

“Can You Pass the Turkey … And How Much Money Did We Make Last Month?”

“Can You Pass the Turkey … And How Much Money Did We Make Last Month?” The Pitfalls of a Family Member Investor  Ahhh the holidays are among us again (I have no idea how!). Next week, most of us will gather to give thanks for all that we have, as we sit around a table full… | Read the full article »

The Impact of Management Practices on Business Outcomes

The Impact of Management Practices on Business Outcomes New Research Shows Direct Correlation with M&As and Financial Performance  It’s no secret – good management is good business, plain and simple. But is it possible to actually quantify the impact on business outcomes, such as mergers and acquisitions and financial performance? According to research conducted by the… | Read the full article »

Attention CFOs: Financial Targets Don’t Motivate Employees

Attention CFOs: Financial Targets Don’t Motivate EmployeesTips on Motivation Minus the Numbers  Without a doubt, as CFOs, our language is the language of numbers. Simply, numbers make sense. So, it’s probably no surprise that we use them more often than other people. And while it seems intuitive to us that numbers are a great way… | Read the full article »

What Getting Stuck in an Elevator Teaches You

What Getting Stuck in an Elevator Teaches You  There are Lessons in Nearly Every Situation  I recently enjoyed a wonderful evening with some friends and family. We had a lovely dinner and then went to a show. We had purchased tickets for Hamilton years before the pandemic changed our lives, and were thrilled to finally… | Read the full article »

2021’s Great Resignation

2021’s Great Resignation  We are all fully aware of how the pandemic affected the labor market last year. In March and April of 2020 alone, more than 20 million workers lost their jobs, with many of them remaining out of work for months or longer. The economy was clearly crashing, and then, very tentatively, started… | Read the full article »

Corporate Governance Trends and Their Effects on Investor Behavior

Corporate Governance Trends and Their Effects on Investor Behavior  Where We’ve Been; Where We’re Going   A Harvard Law School Forum on Corporate Governance study conducted earlier this year identified the global corporate governance trends that would impact businesses in 2021. The study was based on interviews with investors, pension fund managers, advisors, and other corporate… | Read the full article »

Equity Makes the World (or at least Businesses) Go Round

Equity Makes the World (or at least Businesses) Go Round  Know What You Have Before It Stops Turning  You’re an entrepreneur. You wake up one day with a brilliant idea on how to make people’s lives easier and/or make the world a better place – and you cannot wait to get started. Congratulations! On that day, you own 100%… | Read the full article »

A Review of Month-End and Quarter-End Best Practices

A Review of Month-End and Quarter-End Best Practices Streamlining Processes Before the End of the Year  As we approach the end of the third quarter, it’s time for more than all things pumpkin spice, falling leaves, and cooler temperatures. For CFOs, it’s also time for quarterly financial reviews and audits. The third quarter is particularly relevant… | Read the full article »