by Lisa Harris | May 19, 2026 | Financial Operations, Insights
Checking your bank balance is not financial management. It tells you what’s in the account right now — not whether your business is healthy, whether you can afford the next hire, or whether last quarter’s growth actually produced profit. Three reports...
by Lisa Harris | May 12, 2026 | Insights, Systems & Automation
I walk into businesses every month and find the same thing: a critical spreadsheet — payroll tracking, loan amortization, job costing, inventory — that only one person knows how to use. If that person is out sick, on vacation, or quits, the business grinds to a halt....
by Lisa Harris | May 5, 2026 | Insights, Strategic Finance
These questions need real answers before you make the call: What’s the fully loaded cost? Salary is just the starting point. Add payroll taxes (roughly 7.65% for the employer portion of FICA), benefits, equipment, software licenses, and training time. A $50,000...
by Lisa Harris | Apr 24, 2026 | Financial Operations, Insights
Your bookkeeper keeps the books. Your accountant files the taxes. But somewhere between $2M and $5M in revenue, a gap opens — the numbers exist, but the systems behind them don’t. That’s where decisions start getting made on gut feel instead of data. The...
by Lisa Harris | Apr 14, 2026 | Financial Operations, Insights
This is the most common question I hear from business owners past $3M in revenue: “We had a great quarter — so why is there nothing in the bank?” The answer is almost always the same. Profit and cash are two different things — and if your financial...
