Blog

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

A Well-Earned Retirement and Warm Farewell Just over five years ago, I emailed a friend asking her to make a long-promised introduction. She sent it that day, and it changed my life. You see, on that day, she introduced me to Mike Temple. Mike and I met for coffee shortly after that, and we soonRead more

Metrics in a SaaS Environment by Mike Temple SaaS Is a Unique Animal Software-as-a-Service (“SaaS”) businesses are incredibly simple in most of their elements. There’s no inventory, no supply chain, no bills of materials, no labor and overhead allocation, and comparatively low capital budgets. However, SaaS businesses are unique and complex in two critical areas:Read more

Insights for leaders considering allowing their teams to work-from-home indefinitely There are days that it feels like we are in information overload with information coming in from all directions – emails, newsletters, news sources, webinars, podcasts, etc. The list is endless. I know I cannot possibly consume all the information I receive. I do spendRead more