Accountants

Mortgage advisor reviewing mortgage cost comparisons with first-time homebuyers, demonstrating how lender credits and break-even analysis can reduce overall borrowing costs despite a higher interest rate.

Many homebuyers believe that finding the lowest interest rate is the key to getting the best mortgage. While rate is important, focusing solely on rate can be the wrong strategy and result in costly mistakes! Here’s a real-life example showing why smart mortgage planning often beats rate shopping.

THE SCENARIOA young couple contacted me about purchasing their first home. They

If there’s one thing I’ve learned about integration projects, it’s that every one eventually leads to the same predicament: to ERP or not to ERP, that is the question.

It starts focused. An inventory tracker. A marketing dashboard. Something specific and contained.

Then the requirements get mapped out and the scope grows. More data sources. More connections. More automation.

By

Founder success isn’t just about scaling a business -it’s about scaling the person leading it.
In this episode of Behind The Numbers, host Dave Bookbinder sits down with founder coach Andrew Poles to explore the often-overlooked connection between personal growth and business growth. Drawing from his experience coaching entrepreneurs, Andrew shares the common blind spots that hold founders back, including

You’ve Outgrown Basic Bookkeeping. Here’s What Comes Next.

Your business is growing. Revenue is up, operations are more complex, and the decisions you make today carry real financial weight. But every time you review your numbers, something feels off. The reports don’t tell you enough, cash flow surprises catch you off guard, and you’re not sure your books are decision-ready.

The Fractional Executive Market Has a Problem

A fractional CMO or COO is a senior executive who works with a company part-time, typically on a retainer, providing C-suite thinking and leadership without the cost or commitment of a full-time hire. The model works because experience, not hours, is the scarce resource.

That premise is now under pressure.

As a fractional

Last week I wrote about my dad telling me, when I was six, that there isn’t anyone on this planet you can’t learn something from. I called it the best advice I ever got.

How do you cut through the noise when text is cheap, AI is everywhere, and human attention spans are shorter than ever?
In this episode, host Dave Bookbinder sits down with Aurora Winter – former Hollywood TV executive, serial seven-figure entrepreneur, and founder of Same Page Publishing – to crack the code on persuasive communication. Aurora bridges the gap between

Sell My Business Before Bankruptcy: What Actually Happens and When It’s the Right Move
Paul Chase, Off-Ramp Advisors LLC — Sell-side M&A for distressed businesses, $3M–$50M revenue, PA, NJ, DE, MD.

If you’re reading this, your business is probably in trouble. Maybe the bank is calling. Maybe you’ve missed payments on an SBA loan. Maybe the cash is

Small businesses. Large businesses. Middle market companies. Women. Men. Young business owners. Pre-retirees. Executives. High-net worth. Homeowners. Anyone. Everyone. Someone.

When I ask sales professionals, typically financial advisors, who their target market is, I often get one of these answers. The problem is these “markets” make it difficult to, um, market. (Are you going to join the affluent market association?)