Troubleshooting Tool #12 - Owner Signs ALL Checks
Many small business owners feel inept when it comes to protecting their business finances. Our Financial Protection Toolkit series is...
top of page
Search
Chuck Underwood
- Oct 18, 2022
- 3 min
Troubleshooting Tool #11 – Incorporate Approval-Based Bill-Pay System
As a small business owner, we know you are super busy. In fact, many of you are out of the office more than in. This reality can cause...
13 views0 comments
Chuck Underwood
- Oct 18, 2022
- 2 min
Troubleshooting Tool #10 - Require Documentation on All Payments
Running a business is challenging. Keeping track of business finances can be even more so. In this Financial Protection Toolkit series,...
16 views0 comments
Chuck Underwood
- Aug 4, 2022
- 2 min
Troubleshooting Tool #7 – Require Corporate Password Manager
So far in this series we have offered 6 controls small business owners can implement to protect their investment from mistakes, turnover...
41 views0 comments
Chuck Underwood
- Jul 26, 2022
- 4 min
Troubleshooting Tool #6 – Cross-Training Employees
In this Financial Protection Toolkit series, we have been focused on internal controls business owners can implement to increase...
27 views0 comments
Chuck Underwood
- Jun 30, 2022
- 4 min
Troubleshooting Tool #5 – Separation of Duties
Every small business has periods of financial struggle. Sometimes it isn’t clear why. When this happens, it is good to have tools in your...
36 views0 comments
Chuck Underwood
- Jun 7, 2022
- 3 min
Troubleshooting Tool #4 – Obtain Administrative Access to Accounting System
Are you a business owner whose finances seem out of control? Not sure how to figure this out yourself? Concerned about the cost of...
39 views0 comments
Chuck Underwood
- Jun 7, 2022
- 3 min
Troubleshooting Tool #2 – Use Online Banking and Credit Card Access to Review Transactions Daily
Are you a business owner struggling with cashflow issues and cannot figure out why? You want to ask for professional help, but you worry...
59 views0 comments
Chuck Underwood
- Jun 6, 2022
- 4 min
Troubleshooting Tool #1 - Review Bank Statements and Credit Card Statements
We take a lot of calls from small business owners who many times are under duress with cashflow issues and do not understand why. They...
99 views0 comments
Chuck Underwood
- May 9, 2022
- 3 min
Are Your Finances Falling Apart?
When we first meet with prospective new clients, the driver for the meeting is almost always financial problems and, not surprisingly,...
95 views0 comments
Chuck Underwood
- Jan 4, 2022
- 4 min
Don’t Ignore Your Team!
A number of years ago I found myself leading a group of individuals, who had been abandoned, mismanaged and ignored for several years. ...
27 views0 comments
bottom of page