CEO Mindset: Shifting From “Doer” to “Leader”

Most business owners stay stuck because they’re doing everything themselves.But CEOs don’t carry the business on their back…They build the system that carries the business. Here’s the shift: 🔹 DOER: “I have to get this done.”🔹 LEADER: “Who is the best person to own this?” 🔹 DOER: Works in the business.🔹 LEADER: Works on the […]
Finding Purpose in the Valleys

Every valley has its purpose. Sometimes, it’s where we rediscover our strength. This photo from my Vegas trip reminded me that even when things feel uncertain, in business or in life, there’s still beauty and purpose in the valleys. Keep showing up, one step at a time. #KeepShowingUp #PurposeInTheJourney #CBKPros
How to become a people expert?

Business is 80% about understanding people and 20% about what you sell. Listen to understand, not to reply. Most people listen to respond. Great leaders listen to connect. Ask why before you answer how. Study behavior, not words. Actions reveal truth. Notice tone, energy, and consistency — not just what people say. Learn what motivates […]
Why Reviewing Financial Ratios Regularly is a Game-Changer for Your Business copy

Running a business isn’t just about selling products or services, it’s about making smart financial decisions that keep your company healthy and competitive. One of the most powerful tools you have at your fingertips is financial ratio analysis.By regularly reviewing your company’s financial ratios, you can uncover insights that help you spot problems early, identify […]
Guiding Your Business with Heart: Why CFO Services, Advisory, and Strategic Planning with a Family Approach Make All the Difference

In the world of business, it’s easy to get caught up in the numbers. Revenue, expenses, forecasts, KPIs — while all of these matter, they don’t tell the whole story. Behind every successful business is a vision, a purpose, and most importantly, people. At our firm, we believe that financial expertise should come with heart, […]
Guiding Your Business with Heart: Why CFO Services, Advisory, and Strategic Planning with a Family Approach Make All the Difference

In the world of business, it’s easy to get caught up in the numbers. Revenue, expenses, forecasts, KPIs — while all of these matter, they don’t tell the whole story. Behind every successful business is a vision, a purpose, and most importantly, people. At our firm, we believe that financial expertise should come with heart, […]
Budgeting Beyond the Basics: How to Analyze Your Budget and Extract Business Insights

A budget isn’t just a spending plan—it’s a strategic tool for decision-making. Once you’ve built a business budget, the real power comes from analyzing it and generating financial reports that turn raw numbers into actionable insights. This post walks you through how to take your budget from a static document to a dynamic management system. […]
How Nonprofit Leaders Can Strengthen Management and Marketing to Drive Impact

Running a nonprofit is a balancing act. Leaders must navigate resource constraints, inspire teams, and build community support — all while staying true to the mission. The good news? Proven strategies in management and marketing can help nonprofits do more with less. Here are 5 actionable strategies every nonprofit leader can put into practice: 1. Foster a […]
Why Reviewing Financial Ratios Regularly is a Game-Changer for Your Business

Running a business isn’t just about selling products or services, it’s about making smart financial decisions that keep your company healthy.
Risk Management: Balancing Aggressive Growth with Safe, Long-Term Investments

Every investor — whether an individual or a business owner — faces the same fundamental challenge: how do you grow wealth aggressively.