Financial Resources & News

2020 Planning

2020 Planning This article is not about 20/20 vision. The focus is on the year 2020 and how to take a few steps to refine your business life. Most owners want more out of their business, and that “more” is not always money. Some want more time to enjoy their life,...

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KPIs and Why Do They Matter

KPIs and Why Do They Matter Key Performance Indicators (KPIs) are critical to monitor your progress. Typically, these are simple to set up to monitor. If they are not easy to set-up that is a sign your accounting software may need to be updated or more likely that you...

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Setting Stretch Goals

Setting Stretch Goals Goal setting should be more of an exercise than it is. How did you set your goals? Did you pick a number and then do the math needed to get there? You need to set a numerical target, but goal setting should be a session that makes you think. It...

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The boss is retiring. The kids don’t want to take over.

Family-Owned Manufacturers Confront a Succession ‘Crisis’ By John Allegretti, CPA ‘The boss is retiring. The kids don't want to take over. Family-owned manufacturers confront a succession ‘crisis’ - Chicago Tribune "Most Illinois citizens are aware of the financial...

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