News & Insights

How to Get Lucky in Business: 6 Habits of Successful Companies “I’m a great believer in luck, and I find the harder I work, the more I have of it.” – Thomas Jefferson Long before spreadsheets and data analytics, Thomas Jefferson pinpointed the hinge that swings the door to success open for any business: hard work. But hard work alone won’t necessarily get you where you want to go. After all, it takes two hinges to swing a door. That second hinge is an innovative growth strategy that moves your hard work in the right direction. When companies put these two ideas to work together, they have a blueprint for getting “lucky” in business. 6 Ways to Make Your Own Luck “Lucky” companies – the ones that achieve their objectives and outperform their competitors – know how to seamlessly blend strategy and execution in the pursuit of their goals. These…

5 Ways To Build A Culture That Boosts Engagement And Retention Imagine yourself in a room bustling with energy, ideas ricocheting off walls, and a palpable sense of excitement in the air. Your thoughts are acknowledged and embraced, sparking momentum and collaborative camaraderie.  Now imagine a different kind of meeting. In this conference room, everyone sits at a table and listens to one person drone on about corporate synergy and bandwidth. There is plenty of watch-checking and note-scribbling taking place, but little collaboration – and zero engagement.  What’s the difference? It’s culture. Why Culture Matters A values-based culture provides a sense of stability for every team member, especially during times of change. As founders and leaders deliberate on what lies ahead, team members should feel valued, supported, and involved in the company’s mission. Change is a constant. Perhaps now more than ever, both organizations and individuals face revolutionary changes to…

Audit Readiness Checklist: 10 Things To Do Before The Auditor Arrives Audit season often feels like a bundle of stress, unrealistic deadlines, and undesirable financial impacts. As you navigate the rush of gathering documents and reconciling accounts, it’s easy to miss the strategic potential available in this annual examination.  By addressing audit preparation proactively, organizations can glean valuable insights, fortify their financial systems, and catalyze future growth, all while navigating the audit process smoothly.  Here’s what you need to know. What To Expect During The Audit The purpose of an audit is to give stakeholders confidence in the health and financial viability of your organization. Goals may include ensuring transparency for investors and shareholders, determining investment readiness, fulfilling an insurance or compliance requirement, preparing for a merger or acquisition, or evaluating internal processes and financial performance.  In addition to accomplishing these goals, the audit also helps you identify process gaps…