In this episode of Behind The Numbers With Dave Bookbinder, Dave is joined by change facilitator and organizational alignment expert Erica Wexler to explore how companies can eliminate unseen barriers that slow performance, reduce trust, and stall transformation.
Erica breaks down why disconnects between leadership and employees often stem from assumptions rather than clarity – and how redefining accountability as
Why Mortgage Denials Are Rising— What Most Lenders Won’t Tell You
THE REALITY CHECK:When choosing a lender, most borrowers assume their mortgage will be approved. Yet statistically, that assumption may be risky.
Over the past several years, mortgage denial rates have been climbing.National Mortgage Professional Magazine and iEmergent reported that in 2024, the national denial rate was approximately 22.6% overall, with purchase mortgage denials at 9% and refinance denials at 29%.
Expert Local Small Business Accountant Services Near You
Need a local small business accountant? The right professional can save you time, reduce stress, and support your business’s growth with personalized financial advice and comprehensive accounting services. Certified Public Accountants (CPAs) offer extensive training and expertise in financial strategies for small businesses, making them an invaluable resource. Keep reading to discover how hiring a local accountant can be a
Smart Buyers Don’t Skip the Mortgage: How Strategic Financing Saved This Family’s Financial Future
THE SITUATION:A couple was purchasing their first home—a spacious single-family house intended for multiple generations, including their children and parents. In keeping with cultural norms, they planned to pay all-cash. Their real estate agents were thrilled!
THE HIDDEN RISK:Fortunately, their financial advisor raised a red flag. Paying all-cash would deplete their liquid assets and jeopardize future plans—renovations, college tuition, and
What a Virtual Executive Assistant Does (and Why Your Business Needs One)
There’s a point in every growing business where the admin work starts to get in the way. You’re managing your calendar, answering emails, prepping for client meetings, following up with vendors, and somehow still trying to plan your next launch or hire and spend quality time with your clients and customers.
It’s a lot.
A virtual executive assistant is someone
Awkward Moments
This really happened. I teach two 3-hour public speaking classes at Rutgers University on Mondays. The campus is in New Jersey, and I live in Florida, so I must catch a very early morning flight each week to teach the classes.
Quite the commitment I know!
A couple of weeks ago, after my first class ended, a student asked if
Crafting Powerful First Impressions and Executive Presence – Sylvie DiGiusto
First impressions happen fast—and they stick. In this episode of Behind The Numbers With Dave Bookbinder, Dave talks with Sylvie DiGiusto, international keynote speaker and author of The Image of Leadership, about how leaders can shape powerful first impressions and build lasting influence.
Sylvie breaks down her A-B-C-D-E framework—Appearance, Behavior, Communication, Digital footprint, and Environment—and explains how each element contributes
Small Business CPA Charlotte NC: Top Certified Public Accountants for Your Business
Key Takeaways
- Charlotte has numerous experienced CPA firms specializing in small business accounting, tax preparation, and financial advisory services
- Local CPAs offer services including bookkeeping, QuickBooks setup, cash flow management, tax planning, and business advisory for companies of all sizes
- CPAs can establish efficient accounting processes, handle payroll, and maintain accurate financial records, ensuring businesses operate smoothly and meet compliance
What is a Fractional Controller?
As your business grows, so do the financial complexities. Having a bookkeeper is helpful for day-to-day tasks, but it may not provide enough support for your long-term goals. At the same time, you may not be ready to hire a full-time CFO. That’s where a Fractional Controller comes in. This flexible financial expert bridges the gap between day-to-day accounting and
Navigating the Digital Dollar: A Forensic Expert’s Guide to Cryptocurrency, Concealment and Tracing for Family Lawyers
As the digital world continues to intertwine with our financial lives, family law attorneys find themselves on the front lines of a new, complex frontier: the division of cryptocurrency in divorce proceedings. What was once a niche interest has exploded into a significant asset class, with over 21,000 different cryptocurrencies in existence today. For practitioners, understanding this landscape is no