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...
by Lisa Harris | Apr 6, 2026 | Insights, Strategic Finance
Every tax season, I watch business owners come in proud of the “strategies” someone sold them on. A buddy at a networking event. A social media guru. Sometimes even a well-meaning accountant who doesn’t specialize in business. The advice sounds...
by Lisa Harris | Mar 27, 2026 | Insights, Systems & Automation
When the same problem keeps showing up — missed deadlines, duplicated data entry, things falling through the cracks — the instinct is to blame the people. But nine times out of ten, there was never a real process to follow in the first place. The team isn’t...
