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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Navigating Success: The Crucial Role of Founders in Month-End Financial Reviews
Financial Reporting, Fractional CFO, Fractional COO, Montly Financial Package John Mortenson Financial Reporting, Fractional CFO, Fractional COO, Montly Financial Package John Mortenson

Navigating Success: The Crucial Role of Founders in Month-End Financial Reviews

Owners and founders frequently overlook the importance of closing the books at the end of each month and reviewing financial statements with their management teams. However, this is a crucial function that can provide valuable insights into business operations, such as identifying which processes are effective, determining the most profitable products or services, and ensuring that the company is on track to achieve its strategic goals. Neglecting this process may result in missed opportunities for improvement and growth.

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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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