The Advisory

Ideas that move a business forward

Practical guidance on vision, people, strategy, and financial clarity, for the owners running the business and the accountants who advise them.

For owners & accountantsVision

Where There Is No Vision

A clear vision is more than an inspiring statement. It is the filter that aligns decisions, people, and priorities.

Jacob Schroeder, CPA2 min read
For owners & accountantsPeople

Do You Have the Right People in Your Organization?

A practical way to evaluate whether each team member is the Right Person, in the Right Seat, and delivering the performance the role requires.

Jacob Schroeder, CPA3 min read