Time to Start Planning for 2021

QUESTION: Mike, I am beginning to think about my 2021 business plan. As a solo operator, what are the key constructs I should have as part of an annual plan? – Mary, San Jose, CA  Photo by NORTHFOLK on Unsplash ANSWER: The thoughts I will...

Successfully Navigating a Confidential Search

QUESTION: I have a confidential replacement retainer issue. I have a new client looking for a controller and determined during that search; they want to hire us for a confidential replacement to the VP of Finance. This is a small company with less than 100...