Category: Planning

The woman beside me and I were reviewing the financial planning report and looking at the travel expenses entered in their General Ledger (GL) and in my report. They didn’t match. My financial planning report was in a different format …

5 Hallmarks of a Good Financial Planning Report Read More »

Small companies are nimble and respond quickly to their customers’ needs. Big companies can take on large projects and provide a wide range of products. But what happens when a big company downsizes to become a small company? Does it …

The Worst of Both Worlds Read More »

The woman beside me and I were looking at the travel expense in the General Ledger and in the report before me. They didn’t match. My report was in a different format than the GL. I made the comment that …

They Keep Changing Their Minds Read More »


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