Author Archive for: TomRoss

Entries by Tom Ross

How to Build a Monthly CEO Financial Dashboard That Supports Better Decisions

A monthly CEO financial dashboard should organize the most important financial and operational signals into one clear leadership view. The goal is not to show every possible report or metric. The goal is to help the CEO quickly understand cash, profitability, growth, risk and the decisions that need attention. A useful CEO dashboard should answer […]

The Biggest Legislative Turnaround of 2025: BOI Reporting Is OFF for Most U.S. Businesses

Imagine you are running a small business. You are juggling payroll, invoices, customers, and the never-ending stream of daily decisions. Then, late last year, you heard about a new government requirement called Beneficial Ownership Information (BOI) reporting. The rule said that nearly every business in the country, from one-person LLCs to growing corporations, would have […]

Presenting Financials to a Nonprofit’s Board of Directors

Nonprofits pose a special challenge to providers of bookkeeping services. The financials are complex and multilayered — and they must be presented to a board of directors that often lacks financial expertise and experiences frequent turnover. Because maintaining a variety of funding streams (public, private, grants, events, etc.) is vital to a nonprofit’s survival, the […]