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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