Blog

Creating the Financial Map to Achieve Strategic Goals The Financial Planning Process   By: Edgar Rodriguez Executive Consultant PlusPoint Consulting Our last post focused on the first step in your planning process – establishing your organization’s strategic goals and objectives. Once you’ve done so, the next step is to measure where you are in relationRead more

How to Avoid Accounting Rescue Work By: Kari Minton CEO PlusPoint Consulting We do a lot of what I call accounting rescue work at PlusPoint. It’s generally not what our clients initially come to us for; they often don’t know they need it. Clients often call us when they have a need or pain theyRead more

Don’t Fly Blind A well-thought-out financial operating plan is critical for successfully navigating through economic headwinds   By: Edgar Rodriguez Executive Consultant PlusPoint Consulting There is a time and a place for everything, and as we head towards Q4, we are entering the budget season. Now is the time to get to work on yourRead more

Churn – Measurable, Understandable, and Yes, Manageable Let’s dive a little deeper into understanding your Revenue Retention metric’s behavior. I called Net Retention the most important metric for ensuring medium and long-term SaaS business health in my last post.  Putting this powerful metric to use requires understanding the opportunities and challenges present in each ofRead more

What to Know About the Paycheck Protection Program Use of Funds, Forgiveness & Documentation   We heard from many of our clients that they received confirmation from their lender that their PPP loan had been approved and an SBA number issued. Congratulations, this is great news! We also understand that not everyone was so fortunateRead more

[CLICK IMAGE ABOVE TO ENLARGE] I heard a statement today that caused me pause. There is going to be a before and after COVID-19 much like there was a before and after 9-11. It made me think of the graphic making it’s rounds on social media – “Who do I want to be during COVID-19?”Read more

Do any of these challenges sound familiar in your business?   “My team cannot keep up with the workload.” “Too many systems and Excel spreadsheets, I don’t know where to find the truth.” “I need data to help me make good business decisions and I cannot get it.” “I am not sure which customers andRead more