Author: Peter Pacheco

How We Help Owners Make Sense of Their Numbers

Every now and then I sit across from an owner who’s been running their business for years and still feels like the monthly reports are speaking another language. They’ll say, “I look at everything. I just don’t get what any of it means.” I get that. And I’ve heard those same words for

Different financial roles of a business owner: employee, board member, and shareholder

How Should Business Owners Pay Themselves?

Most business owners pay themselves the wrong way and don’t even realize it. Not because they’re careless. Because no one ever explained the difference between what they do, what they own, and what they govern. If you’re like most founders, your income is a mix of direct deposits, irregular transfers, and whatever’s left after expenses.