Compass

A discussion on business and corporate culture

The new year is here, what should I be doing differently
Strategic Planning, Budgets, Forecasting, Fractional CFO, Financial Reporting, Fractional COO, Accounting, Montly Financial Package, KPIs John Mortenson Strategic Planning, Budgets, Forecasting, Fractional CFO, Financial Reporting, Fractional COO, Accounting, Montly Financial Package, KPIs John Mortenson

The new year is here, what should I be doing differently

Now that the new year is here, Chief Financial Officers (CFOs) are faced with a crucial period for setting the financial trajectory of their organizations. The beginning of a new year is an opportune time for CFOs to strategize, plan, and ensure financial resilience. Actually, Q4 is the best time to address these issues but if you haven’t done these yet there’s still time…but not much

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I’ve built it – now it’s time to sell it!
Business Valuation, Exit Strategies, Selling a Business, Due Diligence, Montly Financial Package, KPIs John Mortenson Business Valuation, Exit Strategies, Selling a Business, Due Diligence, Montly Financial Package, KPIs John Mortenson

I’ve built it – now it’s time to sell it!

Significant milestones often mark the journey of building a company, and for many entrepreneurs and business owners, the ultimate goal is a successful exit. Whether through a merger, acquisition, or other exit strategy, realizing maximum value for a company requires careful planning, strategic financial management, and a thorough understanding of the exit process.

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The Importance of KPIs
KPIs, Budgets, Financial Reporting, Strategic Planning, Accounting, Fractional CFO, Fractional COO John Mortenson KPIs, Budgets, Financial Reporting, Strategic Planning, Accounting, Fractional CFO, Fractional COO John Mortenson

The Importance of KPIs

How do you know you are on track to meet or exceed your company’s goals? Financial Statements are lagging indicators; they tell you what has happened in the past. Good KPIs can be leading indicators, showing you where your ship is headed. When the goal is lettuce…and your team produces carrots, be prepared to steer the ship back on course.

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