Peggy's Articles & Media

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?…

Read More >

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…

Read More >

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…

Read More >

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…

Read More >

10 Financial Metrics Every Business Owner Should Monitor

Regardless of the size, age, or industry, all companies need to consistently monitor their financial performance. Long-term success and goal achievement greatly depends on generating revenue and managing your financial metrics. Having trackable metrics with benchmarks ensures healthy business performance. By tracking and monitoring specific financial metrics over time, the business owner can gauge cash…

Read More >

Business Owner’s Guide to Effective Scenario Planning

Imagine turning uncertain situations in your business into favorable outcomes? Easier said than done. However, this is where the importance of  scenario planning and “what if” modeling can help businesses thrive in the face of uncertainty. By testing the impact of various strategic options being considered, your company can stay ahead of the curve and…

Read More >

How to Prune to Promote Growth in 2023?

It seems counterintuitive to cut off branches, leaves, or even roots to get larger, fuller plants. And yet, it’s one of the most important tasks for a thriving, healthy garden. Just like a garden, a healthy and thriving business requires an Owner who can tend to the health of their business by pruning or removing…

Read More >

Leadership in Good and Tough Times

Every business owner has goals. B2B CFO® is here to help your organization take the right steps and provide strategic business and financial guidance as we weather storms. These strategies will help you and your team respond in good and tough times with excellence and action: Download this guidance on how to lead in tough…

Read More >

5 Types of Growth Your Business Should Avoid

Perhaps the headline of this article has surprised you—and that in itself is not too surprising. More often than not, growth is taught to be equivalent with success, profits and progress. A growing business is what most CEOs and small business owners dream of, but what isn’t talked about enough is that there is such…

Read More >

2023 Exit Planning Guide

Economic conditions such as high market demand for profitable businesses, labor shortages, and economic uncertainty in the year ahead are bringing many business owners to the point of selling their business. Whether a business sale is on the short-term horizon or a future consideration, the sale will be one of the most significant business actions…

Read More >

Get Started With Peggy