• Budgeting Your Bets vs. Betting Your Budget

    Good morning! It’s the last quarter of the fiscal year and time for me to dust off my ouija board to help my clients get started on budgeting. To get you rolling, we’re passing along a few tips as we talk about budgeting this month.

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  • How Many Beans Should A Beancounter Count?

    We’re heading into the last quarter of the year – budget time, for those on a 12/31 fiscal calendar. Who is the budget guru in your organization? If you’re counting on your staff accountant to take the initiative in that or other planning tasks, you may be disappointed.

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  • I Used To Work With A Crook

    It’s the end of summer. I’ll be brief. This newsletter is a way of keeping in touch with you. It’s a quick read. The concepts are simple, but important – especially when they’re overlooked. There are lots more “simple truths” in the financial area that I intend to write about in coming months. Let me…

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