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From Owner/Operator to CEO Part 2: Leveraging SOPs and Training to Achieve Your Goals financial best practices planning procedures process improvement scale your business

 

[Listen to the podcast version here]

 

Today we’re going to talk about using SOP’s and training in your business to achieve your goals. Now, before you grab your pillow and...

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From Owner/Operator to CEO Part 1: Driving Business Growth Through Delegation financial best practices mindset planning procedures scale your business time management

 

[Listen to the podcast version here]

 

Today’s article is the first in a 5-part series where we’re going to explore some best practices on how you – as a service...

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Process vs Personnel - The True Source of Business Roadblocks planning procedures process improvement productivity scale your business

 

Listen to the podcast version here.

 

Do you feel like your team isn’t getting things done the way they used to?

Maybe project deliverables are taking longer.

Or customer...

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Implementing Your Month End Close Process accountability cash flow financial best practices planning procedures process improvement

 

[Listen to the Podcast version here]

 

It’s the beginning of a new month.

In sales, this is an exciting time because you have another chance to meet, or even better, exceed...

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How to Break the Cycle of Bad Data planning procedures process improvement scale your business

 

[Listen to the Podcast version here]

 

Today’s subject is very near and dear to my heart – taking out the garbage & cleaning up your data!

I’ve spent my...

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Defining Accountability & Responsibility in Your Processes accountability planning procedures productivity
What do you need to know when you map out a process?
 
Typical answers include:
  • What steps need to be taken to accomplish the task and in what order?
  • How long should each step take?
  • Who...
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Post-Procedure...What Happens Now? accountability procedures process improvement
Good job! You’ve written a procedure and rolled it out to everyone! Now what?
 
There are a few things you need to keep in mind:
  • It will take some time for everyone to be comfortable...
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Writing Procedures 101 accountability procedures process improvement
In the previous posts in this series, we talked about why procedures are important and what kinds of things you should have a procedure for. The next step is actually writing a procedure.
 
...
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What Kind of Things Do I Need Procedures For? accountability procedures
Procedures help make life easier – they tell us how to do something and bring consistency to our businesses. In a perfect world, procedures ensure that a particular task is done the same way...
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Who's Responsible For That Again? accountability procedures
Most companies have a basic procedure for all of the tasks that have to be completed to manage inventory, fill sales orders and record all of the necessary transactions in whatever system the...
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Running a business is more than a full-time job. It's easy to get bogged down by daily operations, leaving little time to focus on strategic growth. That's where I come in. As an expert virtual CFO, I work with service businesses like yours to streamline accounting processes, and optimize cash flow, so you can focus on growing your business.

 

Why Choose a Virtual CFO?

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How Can I Help Your Business?

  • Catchup/Cleanup Bookkeeping: Bringing your books up to date and maintaining accuracy.
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  • CFO Services: Strategic planning, budgeting, and financial analysis to drive growth.

 

Looking to Optimize Your Financial Strategy?

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