Blog
How to Fund Your Business Without Investors: 3 Options
Being self-funded doesn’t mean avoiding all outside money — it means funding a business without investors who take ownership or control. If a lender is
How Much Should My Business Grow? Growth vs. Scale
How much should your business grow? Growth, scale, and hyper-scale get used interchangeably, but they’re different goals. Growth (around 10%) might just mean keeping pace
Bookkeeper vs. Accountant vs. Controller (and Other Founder Questions)
When you’re comparing bookkeeper vs. accountant vs. controller, the difference comes down to scope. A bookkeeper records transactions and organizes financial reports. An accountant understands
What to Automate in Your Business (and What Not To)
A process is ready to automate once you’ve done it enough times to know its exceptions. Before automating, ask: Where are the exceptions? How often do they happen? Is this actually how you want to keep doing this? If yes, you’re ready.
Annual Planning for Small Business: Where to Start
Before you start annual planning, pull together three things: the previous 12 months’ P&L by month, a balance sheet through your last close, and a summary of loans or credit lines — plus a forecast of revenue you already expect for the rest of the year.
When to Pivot Your Business (And When to Wait)
When business owners hit a bad quarter, the instinct is to fix the discomfort fast — cutting costs, pivoting, or blowing up the plan. But reactive decisions often leave the real problem unsolved. Before acting, diagnose what’s actually broken: a revenue problem, a debt problem, and a “wrong business” problem all require different responses.
How to Hire a Virtual Assistant (Start Here First)
After my right hand, Paige Sparkman, wrote about how to delegate to a virtual assistant, several of you asked how to find and hire virtual
What Actually Happens in a Business Strategy Session
A business strategy session is a short, focused conversation — typically 15–30 minutes — where a founder brings an unresolved decision or problem to an
How to Value Your Small Business Before You Sell
What Is Small Business Valuation — and What Do Buyers Actually Look For? How to value your small business, this is the process of determining
Do You Have a Brand Messaging Problem? How to Tell the Difference
What Is a Brand Messaging Problem — and How Do You Know You Have One? A brand messaging problem exists when the language your business
How to Fund Your Business Without Investors: 3 Options
Being self-funded doesn’t mean avoiding all outside money — it means funding a business without investors who take ownership or control. If a lender is
How Much Should My Business Grow? Growth vs. Scale
How much should your business grow? Growth, scale, and hyper-scale get used interchangeably, but they’re different goals. Growth (around 10%) might just mean keeping pace
Bookkeeper vs. Accountant vs. Controller (and Other Founder Questions)
When you’re comparing bookkeeper vs. accountant vs. controller, the difference comes down to scope. A bookkeeper records transactions and organizes financial reports. An accountant understands
What to Automate in Your Business (and What Not To)
A process is ready to automate once you’ve done it enough times to know its exceptions. Before automating, ask: Where are the exceptions? How often do they happen? Is this actually how you want to keep doing this? If yes, you’re ready.
Annual Planning for Small Business: Where to Start
Before you start annual planning, pull together three things: the previous 12 months’ P&L by month, a balance sheet through your last close, and a summary of loans or credit lines — plus a forecast of revenue you already expect for the rest of the year.
When to Pivot Your Business (And When to Wait)
When business owners hit a bad quarter, the instinct is to fix the discomfort fast — cutting costs, pivoting, or blowing up the plan. But reactive decisions often leave the real problem unsolved. Before acting, diagnose what’s actually broken: a revenue problem, a debt problem, and a “wrong business” problem all require different responses.
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