Peggy's Articles & Media
Understanding the Beneficial Ownership Information Reporting Rule: FAQ’s For Business Owners
What does Beneficial Ownership Information Reporting mean to my business? As part of efforts to curb money laundering, increase transparency of business ownership and to reduce other financial crimes, FinCEN has issued a new rule requiring businesses to report the personal identifiable information of their owners. This is known as beneficial ownership reporting. To comply…
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What is a Good Gross Profit Margin? Tips to Improve GPM and Drive Profitability
As the year ends, it’s essential to keep your business’s financial health top of mind. Whether you are running a small business or a large enterprise, the fourth quarter can be a make-or-break period for achieving your financial goals. The good news is there are several things you can do to ensure that your business ends the year…
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7 Tips for Surviving the Black Clouds in Business
Attempting to eliminate or prevent all worry in business is a fruitless pursuit. At any given time, we can find ourselves tiptoeing through landmines and navigating unexpected twists and surprises. CEOs and owners who desire to build a business of significance and success often get derailed by what B2B CFO® calls black clouds. Take a moment…
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How to Find the Right Strategic Business Advisor For Your Company
In business, blind spots are inevitable. However, these blind spots can lead to costly mistakes and missed opportunities. To stay ahead of the game, growth-minded business leaders rely on a strategic business advisor who can provide expert advice and guidance. In my latest article, I share the benefits of working with a business advisor and…
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Six Strategic Questions You Should Be Asking Your CFO
As a business owner or CEO, understanding your company’s financial footing is crucial to making informed decisions that drive growth and success. But if you are not a finance expert yourself, it can be challenging to know where to start. For guidance, this list of six essential questions to ask your CFO will help you…
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Mastering the S Curve: Sustaining Business Momentum
Every business has its specific chapters in their journey and the S Curve (also known as the “sigmoid curve”) is all about capturing the key moments a business undergoes until they make it “big.” The S Curve represents the life cycle of a product, service, or even an entire business. It starts with a period…
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The Big Boom of AI and Its Impact on Accounting, Finance, and Business
Some experts suggest we buckle up because artificial intelligence (AI) is about to shake the accounting profession. They predict that in the next decade AI will automate many of the most repetitive processes in accounting such as data entry and reconciliations. What does this mean for the profession and what opportunities could business teams seize?…
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5 Lessons Learned from Recent Bank Failures
First Republic Bank made headlines on May 1, 2023, when California regulators stepped in to take over the bank after a private rescue fell through. Regulators struck a deal for JP Morgan to take on First Republic’s $92 billion in deposits. The FDIC will share losses with JP Morgan on its loans, averting a massive…
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Are you a Finder, Minder or Grinder?
Being at the top can be lonely, especially when the urgent issues of the day are competing for your attention. Do you feel you have limited time to focus fully on the vital strategic issues that impact the company’s performance and future? Those business leaders who struggle with safely delegating tasks or relinquishing decisions to…
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Ready for a Business Sale? Steps to Build Your Advisory Team
As a business owner, you have worked tirelessly to get your company to a point where it can be sold. Naturally, selling is understandably an emotional and complex undertaking. According to a study by the US Chamber of Commerce, just 20% of companies put up for sale are ultimately sold, meaning that four out of…
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