Momentum Blog
It’s Time. Business Budget Planning for 2023
Next year promises unpredictable economies and potentially unsavory performance. Both of which mean sound business fundamentals and cash management are on everyone’s mind. What better time to think about getting your business in order than when creating the budget...
See All of Your Agency Metrics in One Place with a Financial Dashboard
People think they can plug their QBO or Xero into a financial dashboard app and BAM! It's magically going to give them all the answers to run their business. The true value of dashboarding is to visually display KPIs (Key Performance Indicators)...meaning agency...
Financial Records and Reporting in Accounting: Critical and Non-negotiable
Companies need up-to-date financial records and a strong team to succeed. Yes, for all of the typical reasons. Reasons like a solid foundation, good cash flow, and proper tax planning. But it’s more than these. Sound records and reporting are vital to all internal...
Accounts Receivable Management: What it is and how it saved one of our clients $228,000 per year
Accounts receivable (A/R) is an important part of any business relying on invoicing as a primary revenue. Your business provides services, invoices clients, and collects (receives) those invoiced funds. Accounts receivable management is made up of the systems,...
Cash Management Systems are a Team Sport
Did you know.... cash management is a TEAM sport? Your entire cash management system, or ecosystem really, includes: All departments of your operation (aka the people) The tools you use to manage cash The system and/or infrastructure you use to ensure things run...
The Difference Between Key Staff Members and “Irreplaceable” Employees
Who’s that one employee you can’t afford to lose? Recently, a client said she could never lose a key employee because he “knows and does everything.” After spending several months working with the company, it was clear why this team member was so “irreplaceable.”...
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