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The 3 Essentials for Managing Cash Flow Silicon Valley Bank, the state of the capital markets, and recessionary fears have companies retrenching to prepare for navigating the current headwinds and emerge stronger. For many, this means making difficult decisions on how to conserve cash and extend their cash runway. We’ve received a steady stream ofRead more

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

4 Tips to Get Your Financial Planning Underway It’s Time to Build the 2023 Plan… Where to Start?   By: Edgar Rodriguez Executive Consultant PlusPoint Consulting In our last post, we shared our thoughts on the importance of developing a well-thought-out financial operating plan and the need to start that process now. For many, theRead 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