by Peter Dragone | Jan 22, 2023 | Peter Dragone Blog, Planning
In my last post I detailed which small businesses might benefit from expert financial advice. Every single one. In this blog, I will provide concrete, recent examples. It is the rare Worldwide Local Connect (WWLC) client who comes to us seeking a part-time Chief...
by Peter Dragone | Jan 20, 2023 | Peter Dragone Blog, Planning
“Financial advice, schminantial advice!” Too often, business managers dismiss the need for such services. Yet, these same individuals have no hesitation entrusting their personal savings to investment advisors. Why should one’s business finances be treated...
by Peter Dragone | Aug 29, 2022 | Peter Dragone Blog, Planning
I have been creating financial projections since before Keurig existed. My standard long term projection model has evolved over that span of time . . . and it continues to do so. It is not the boilerplate, plug-and-play spreadsheet that many clients assume. Without...
by Peter Dragone | Aug 26, 2022 | Peter Dragone Blog, Planning
KPI is the acronym for “key performance indicator.” Sometimes incorrectly used interchangeably with the term, metric, a KPI measures how businesses, projects, departments, or individuals preform versus established goals. When properly tracked, Key Performance...
by Peter Dragone | Aug 15, 2022 | Peter Dragone Blog, Planning
Financial statements do not necessarily present an accurate picture of a company’s operations. They are based on accounting principles and tax regulations and may not show a business’s true earning capacity or value. So, as part of an accounting cleanup, WWLC works...
