Rehumanizing the Strategic Plan Process It’s that time of year. Holiday decorations are going up and presents are being purchased. Business budgets and plans are being made for the new year. 2020! Let’s look at it as if were 20/20 – as in perfect vision. What does the future hold for your agency? Many of… Continue Reading
What’s the difference between a bookkeeper and a Chief Financial Officer (CFO)? I suppose it is a matter of interpretation. No pun intended! Every business (and yes, insurance agencies as well ) no matter how large or small has the same essential accounting functions. Therefore, almost every agency needs a bookkeeper, CFO, and CPA. Surprised? It will all… Continue Reading
