Building your Retention Policy

Building your Retention Policy

After 20 years in the business of operations management, one of the most frequent questions I get relates to building a record retention policy and the procedures around it. There are many versions out there, but I’m a simple person. I’ll share my simple version and...
Communicating Up

Communicating Up

Recently I read a survey of what owners want their accountant/Controller/CFO (here after known as Controller) to tell them. I have also moderated a panel aimed at getting answers to this same question. In addition, I have completed my very own sophisticated survey...
Accounting Calendar

Accounting Calendar

An Accounting Calendar is just a fantastic tool to keep you from feeling overwhelmed. We call it an accounting calendar because we put accounting/back office duties on it for clients so they have due dates, cutoff dates and know when key reports are due. Shane and I...