Let’s face it—numbers aren’t always the fun part of running a business. Most entrepreneurs would rather focus on serving clients, building a team, or developing new ideas than digging into spreadsheets. But here’s the truth: if you’re not budgeting and forecasting, you’re essentially flying blind.
A well-thought-out budget and a realistic forecast aren’t just financial documents—they’re your business’s GPS. They
You didn’t start your business to become a world-class inbox wrangler or a professional calendar Tetris player. Yet, here you are, a business owner drowning in “admin trivia” while your high-level strategy sits on the back burner.
For the scaling entrepreneur, delegation isn’t just a productivity hack; it’s burnout prevention. If your business stops the moment you stop typing, you
Most mid-sized banks are sitting on hidden profits or at the very least a view into coming losses, that they cannot easily see. At several Financial Services institutions — including banks, wealth managers and investment banks — I’ve seen this play out.
Traditional General Ledger based reporting tracks revenue and expenses at the organizational level. Finance teams know total deposits,
Scenario:A buyer was purchasing a $1.9 million condominium in New York City and applying for a $750,000 mortgage. His income and credit were excellent, and he held substantial assets at ‘his bank.’ On the surface, obtaining a mortgage from ‘his bank’ seemed straightforward.
The Complication:Although the buyer intended to make the new condo his primary residence, he already owned a
Why do leaders make poor decisions – even with more data, better tools, and AI?
In this episode of Behind The Numbers With Dave Bookbinder, host Dave Bookbinder speaks with leadership advisor and performance architect John Little about why judgment – not just data, tools, or experience – is the true differentiator in leadership, decision-making, and organizational performance.
The conversation
THE SCENARIOA new home hit the market — and it was perfect.It checked every box, was priced correctly, and the buyers moved quickly. Their offer was accepted, and they hired an attorney to negotiate the contract of sale.
THE ISSUEThe seller was the estate of the longtime homeowner who had recently passed away. Her children, acting as Executors, were handling