COVID AND ESTATE PLANNING

So many things have taken a backseat to Covid during the last year that I was surprised last week by one that has not – estate planning. A contact reached…

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XP&A – EXTENDING FP&A BEYOND THE BOUNDARIES OF FINANCE

Financial Planning and Analysis (FP&A) is an essential financial activity in companies of all sizes. FP&A provides finance teams with a structured approach to budgeting, forecasting, scenario modeling, and management reporting. These activities are…

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PAYCHECK PROTECTION PROGRAM (PPP) 2.0

The economic fallout from COVID-19 has continued to wreak havoc with hundreds of thousands of small businesses shuttering their businesses. After months of Congressional wrangling, the recently passed 2021 Consolidated…

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PAYCHECK PROTECTION PROGRAM LOAN FORGIVENESS: MY 24 WEEK COVERED PERIOD HAS ENDED OR ALMOST ENDED. WHAT’S NEXT?

The CARES Act’s PPP program put $525 billion into the hands of small businesses to retain and pay employees and to assist in paying rent and utility expenses during the…

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FORCE MAJEURE

This blog is one-part nostalgia and one-part cautionary tale. Take it with a grain of salt…but do not take it for granted. I recently completed a project wherein I assisted…

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THE POWER OF ZERO-BASED PLANNING IN A PANDEMIC

The coronavirus pandemic has created a period of extreme economic uncertainty. The truth is no one knows what economic conditions will be one month from today, let alone 6 to…

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COVID-19 START-UP AND SMALL BUSINESS UPDATE: MY PAYCHECK PROTECTION PROGRAM APPLICATION IS SUBMITTED, WHAT’S NEXT?

The CARES Act allocated $350 billion towards the Paycheck Protection Program (PPP). The government is working to approve an additional $250 billion for this program as the initial funding is…

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COVID-19 DISASTER LOANS: HELP WITH PAYCHECK PROTECTION PROGRAM AND ECONOMIC INJURY DISASTER LOAN GRANTS

The Coronavirus COVID-19 has spurred the US Government to act with unprecedented speed with the signing of the CARES Act and a $2 trillion stimulus package to provide relief for…

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The Operating Manual for Business

There are a litany of books on businesses and how to run them.  Reducing all that information to a sort of “how-to” or operating manual is not so common though….

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THE OPERATING MANUAL FOR BUSINESS

There are a litany of books on businesses and how to run them.  Reducing all that information to a sort of “how-to” or operating manual is not so common though….

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