Strategy Driven
JANUARY 15, 2024
Certified Public Accountant (CPA) Undoubtedly one of the most recognized and respected certifications in the accounting realm, the CPA designation is a hallmark of expertise and integrity. CMAs often become instrumental in strategic planning, helping organizations achieve their goals by providing valuable financial insights.
Terry Starbucker
FEBRUARY 13, 2011
Once upon a time, there was a little girl called Goldilocks…… I’ve done a lot of budgeting, planning, and goal setting over the course of my career. I started as a CPA back in 1982, and was always pretty handy around a spreadsheet (even when they were just 12-column green pads).
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Six Disciplines
AUGUST 1, 2011
The businesses that come to Six Disciplines looking for a solution to their problems are just like yours: They've gone to the planning retreats. They're focused, they're staying on track, they're being held accountable, and they're meeting the goals they've set out for themselves - consistently - quarter after quarter.
Six Disciplines
AUGUST 1, 2011
The businesses that come to Six Disciplines looking for a solution to their problems are just like yours: They've gone to the planning retreats. They're focused, they're staying on track, they're being held accountable, and they're meeting the goals they've set out for themselves - consistently - quarter after quarter.
Women on Business
MAY 10, 2012
Prior to approaching angel investors or investment groups do the following: Create your business plan. Your business plan should provide the reader with company information: who you are today, where you came from and where you are going in the next five years. Analyze your competition. Gather supporting documents.
Harvard Business Review
OCTOBER 22, 2012
As an idea, strategic intent is about setting a bold and ambitious goal, out of all proportion to a firm's current resources and capabilities. In accounting, we always argued that "realistic" goals are the best, since they are achievable and as such are better motivators. I've even contributed to this literature on goal setting.
Joseph Lalonde
MARCH 14, 2018
I plan distractions; I do not allow distractions to ruin my plan. The biggest takeaway is nearly everyone has an intentional plan for all seven areas. I adore my CPA and bookkeeper and we strive to be generous with what we have. I have found that with self-awareness comes clarity about my goals and vision for my life.
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