There is a phrase I hear regularly in sales conversations: “We’re waiting to hear back.” Sometimes that is perfectly reasonable. A prospect may genuinely need time to discuss a proposal internally, arrange finance or speak to another decision-maker. But often, “waiting to hear back” is not really a sales stage. It is a holding pattern. […]...
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There is a particular kind of uncertainty that many business owners become used to. This month looks reasonably healthy. There are proposals out. A few promising conversations are happening. Existing customers may buy again. Someone mentioned a potential referral. The sales team sounds positive. But ask a slightly different question: What are you genuinely confident […]...
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Do you have the right financial people in your business? Most owners rely solely on an accountant—but growing businesses need more. From bookkeepers and controllers to fractional CFOs, each role serves a different purpose. Understanding who does what helps you build a financial dashboard you can trust and make better decisions with confidence....
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As this year draws to a close and we get ready to ring in the new year, it’s a very good time to develop your plan for the upcoming 12 months so that you hit the ground running in the new year. The purpose of your Annual Plan is to align your team and everyone […]...
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These days, as we move from one crisis to the next, it might seem that any effort to plan is a waste of time. Many business owners this year have had to change tack again and again as the world adjusted to inflationary pressures, interest rate rises, supply chain issues, recruitment challenges, and many other […]...
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Before You Plan Ahead, Pause and Look Back As the year winds down, business owners everywhere start talking about goals, budgets, and growth plans for the year ahead. But here’s the truth: before you can plan forward, you need to look back. Conducting a year-end review isn’t just an administrative exercise. It’s a powerful strategic […]...
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