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...
Live with It, Leave It, Change It

Live with It, Leave It, Change It

Sometimes you feel like you are in a fog. You don’t really know where to go and you can’t really see. You just don’t have any visibility. You are just worn out. I am worn out. We worked all weekend and I’m really tired. I’m behind on work and I feel stuck. And then...