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Atlas CFO Blog
Monthly Missions: Year In Review

Monthly Missions: Year In Review

My favorite holiday is New Years.  I love it. I love the reflection and planning that comes with a new year.  For the most part, I’m a, “God faces your forward for a reason” type person, but at year end, I do like a bit of reflection and review so that I know how to...

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Managing the Winter Cash Flow Blues

Managing the Winter Cash Flow Blues

Have you ever put on lipstick to kiss a check? Well, I have.  There were a few times that a check showed up from a beloved customer just the moment we needed it.  During those times, I whipped out my lipstick and kissed the check and then ran it to the bank. In the...

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Monthly Mission:  Tax Planning and Teenagers

Monthly Mission: Tax Planning and Teenagers

After this Tax Planning segment in All Access, you’ll have the timing down, a checklist of items to gather and a list of questions to ask to get the most out of your tax planning. “YEET” was heard throughout the house as it was screamed by one of our teenagers. ...

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Monthly Mission: Job Closeout Checklist

Monthly Mission: Job Closeout Checklist

Have you ever had a job that would never end? Back in our construction contractor days, we used to joke that we were the best 98% complete contractors out there.  We were great until we got to the final 2% of the job then it seems the job would drag on forever. And...

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Monthly Mission:  Cash Management Checkup

Monthly Mission: Cash Management Checkup

There are three times a year that we like to focus on cash management in a commercial construction company: Late fall – tax planning and the winding down in the workload require some additional cash management. Early spring – we survived the winter and there is a...

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Monthly Mission: Making Sure You Are On Track!

Monthly Mission: Making Sure You Are On Track!

Are you on track to hit your 2019 goals?  May is the month to do a checkup of your financial performance to check your progress.  Why May?  May is a shoulder month.  It’s past the first quarter but it hasn’t gotten CRAZY busy like the summer months.  We now have 1/3...

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Monthly Mission – Building Your Record Retention Policy

Monthly Mission – Building Your Record Retention Policy

It is time for Spring Cleaning!  Now is the time of year when we clear out old records, organize the system and start fresh.  This month’s Monthly Mission is about organizing and retaining the right records for the right amount of time in your business. After 20 years...

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