What a Banker Sees in Your P&L That You Don’t

Your Profit and Loss Statement Tells a Story Before You Enter the Room Most business owners look at their profit and loss statement and go straight to one line: net profit. I understand why. You want to know whether the business made money. A banker looks at that same report differently. The bottom line matters, […]
What Your Financial Statements Are Really Saying

Financial Intelligence for Entrepreneurs by Karen Berman & Joe Knight Lessons from Financial Intelligence for Entrepreneurs by Karen Berman and Joe Knight Welcome back to the NAVE Business Book Club. Each month, we use one business book to look at a real issue business owners face and turn it into something practical. This month’s selection […]
The Numbers That Matter: How to Turn Financial Reports Into Better Business Decisions

Simple Numbers Straight Talk, Big Profits! by Greg Crabtree Lessons from Simple Numbers, Straight talk, Big Profits by Greg Crabtree Welcome back to the NAVE Business Book Club, where each month we use one business book to explore an idea that can help you build a stronger, healthier business. This month’s selection is Simple Numbers, […]
Tax Preparer vs. CFO Advisor: Who Helps Guide Your Business?

Knowing Who Handles Your Taxes Is Not the Same as Choosing Who Guides Your Business Last month, we talked about the four financial roles every business owner should understand—andwhy knowing who does what creates clarity. This month, we are taking the next step. Once you understand the roles surrounding your business, you can become more […]
Stop Doing Everything Yourself

Most business owners become the bottleneck in their own company. Inspired by Who Not How by Dan Sullivan & Dr. Benjamin Hardy, here’s how asking a different question can change everything.
The 4 Financial Roles Every Business Owner Should Know

Most business owners assume their CPA handles everything financial — but not every financial question has the same person responsible for answering it. Here’s how to tell the difference.
Stop Waiting for Profit — Here’s How to Build It Into Every Dollar You Earn

You started your business to build something — financial freedom, independence, a legacy. But if you’re like most small business owners, you know the feeling all too well: money comes in, money goes out, and at the end of the month you’re left wondering where your profit went. The hard truth? Profit doesn’t just happen on its […]
Bookkeeper 101: What a Bookkeeper Does (and What a Bookkeeper Is Not)

If you’re a business owner, you’ve probably had at least one month where you thought: “I made money… so why does it feel like I’m still behind?” That’s usually not a “work harder” problem. It’s a numbers clarity problem. This is the first post in our Money Roles Series where we break down the difference […]