In the News
The Deal That Almost Fell Apart in the Final Week (Your Numbers are Talking)
A client called me on a Tuesday. He was in the middle of acquiring a smaller competitor he’d been eyeing for years. The deal was weeks from closing.
Then the lender flagged a cluster of transactions in the target company’s books that didn’t add up. It wasn’t a huge red flag, but ultimately amounted to some sloppy bookkeeping. Some accounts hadn’t been reconciled in months!
Stop Treating Accounting Like Overhead (Your Numbers are Talking)
Most small business owners I talk to see accounting as a cost they have to pay for, like insurance or utilities.
I’d like to gently push back on that.
If accounting is just overhead in your mind, it’s probably working against you in your business.
Separation of Duties in a Small Team: Yes, You Still Need It
When you run a small business, wearing multiple hats is normal. But when one person wears all the financial hats—that’s where trouble starts.
I’ve seen it more than once: A trusted team member who enters invoices, cuts the checks, and reconciles the accounts… and before long, things don’t quite add up. Sometimes it’s a mistake. Sometimes it’s intentional. Either way, it’s a mess to untangle.