ClearBooks

Highly influential strategy teams don’t just plan better—they execute better. They close 50% more deals and drive 67% more initiatives to completion than their peers. "Success in strategy isn't about having the perfect plan—it’s about having the influence to turn that plan into reality," says Josh Yelen, CPA, MBA, CEO of ClearBooks. So, the real question isn’t whether your strategy is good. It’s whether you have the influence to make it happen. #BusinessLeadership #PerformanceMetrics #ClearBooks Source: Source: CB Insights Corporate Strategy Survey 2024

Today, we take a moment to honor the veterans who have served and sacrificed for all of us. We’re grateful for their courage and resilience. Thank you to all who have served. 🇺🇸

Happy International Accounting Day! Today we’re celebrating the people who turn complex numbers into real insights. Accountants do more than balance the books—they drive smarter decisions, stronger strategies, and sustainable growth. Thank you to all the professionals bringing clarity and trust to business every day. #InternationalAccountingDay #Accountants #FinancialClarity #ClearBooks

Here's a revealing truth about corporate strategy: 6 in 10 strategy teams are operating without clear success metrics. In 2024, that's like trying to drive cross-country without GPS. Josh Yelen from ClearBooks puts it simply: "It's not just about tracking numbers – first, you need to know what winning actually looks like." The good news? The most successful teams are doing things differently. They're setting specific targets and measuring real outcomes. And it works: what gets measured gets done. #StrategyDevelopment #BusinessLeadership #PerformanceMetrics #MetricsThatMatter #ClearBooks Source: CB Insights Corporate Strategy Survey 2024

"I'm not sure how one makes taxes 'fun,' but somehow Josh does it." From solving complex payroll puzzles to driving 3000% sales pipeline growth, Josh Yelen, CPA, MBA, turns financial challenges into success stories. Want to make your numbers tell a better story? Click below to meet the former bean counter who's changing how businesses view finance. 👇 #ClearBooks #Bookkeeping #CFO #SmartFinance #Entrepreneurship https://ow.ly/ptAg50TWEax

I recently delved into this article filled by Michael Ho with valuable perspectives on effectively leveraging Series 🅰️ funding 💰. It’s crucial for us as founders to recognize that securing this funding is more than a financial milestone—it's a pivotal moment to strategically accelerate growth from $1M to $10M 📈. What stands out❓ Ensuring your GTM strategy is robust, repeatable, and scalable 🚀, ready to drive growth once funding is in place. For fellow entrepreneurs, view Series 🅰️ as a critical growth lever. It’s an opportunity to refine operations, expand market presence, and triple revenues. It’s about laying a sustainable foundation for future growth, not just short-term gains. I’d love to hear how you’re planning to utilize your Series 🅰️ funds to achieve substantial growth. Let’s share strategies and insights 💡. https://ow.ly/iZyt50ScV0q

Buy vs. Build ➡️➡️➡️ Making Smart Tech Choices Without the Headache🤯🤬 Spent hours trying to whip up some fancy templates on my own. Did I learn a ton❓🧐 You bet ✅ But was it the best use of my time❓😵💫 Questionable at best.🥴 Here's the Real Deal: Choosing whether to buy a solution or build it yourself is never black and white. It’s all about the context, and trust me, there’s no magic formula. Learning vs. Leveraging Sure, there’s something to be said for diving in and getting your hands dirty. Building from scratch means you get exactly what you want, and you learn a few tricks along the way. But let’s be real—time is 💰, and sometimes speed and expertise are what you really need. Case in Point Big shout out to Andrew Forte from DataGuruNow, who swooped in to save my sanity 🤯. He helped me transform my basic ideas into killer Google Sheets templates in no time. This was not just about saving time—it was about making something way better than I could have on my own. So, When to Buy❓ Hit that purchase button if: ❇️ You need expertise that’s outside your wheelhouse. ❇️ The clock is ticking and you need results, like, yesterday. ❇️ The cost of buying is less than the opportunity cost of building it yourself. When to Roll Up Your Sleeves and Build❓ Get your hands 🤚 dirty if: ➡️ You've got the resources, time, and skills to make it happen without compromising quality. ➡️ The journey (and the learning that comes with it) is just as important as the destination. ➡️ You’ve got the resources, time, and skills to make it happen without compromising quality. Choosing whether to buy or build boils down to understanding your goals, your resources, and how much ☕☕☕ you’re willing to drink. Got a story about a time you chose to buy instead of build, or vice versa? Drop it below. #TechChoices #BuyVsBuild #DIYTech #BuildOrBuy

What Does It Take to Win in the Business World❓ Lessons from the swimming GOAT: Michael Phelps Have you ever thought about what it really takes to reach the top, not just in sports but also in the business world? Michael Phelps’s record is nothing short of legendary, but it didn’t come easy. 5️⃣ straight years without missing a single day of training. What if we applied this same relentless commitment to our businesses❓🤨 Consistency Drives Success In business, as in swimming, skipping a day can set you back two. True success demands consistent effort—there’s no room for half measures. It’s about stacking small, daily wins to build towards larger breakthroughs. Phelps didn’t just swim; he mastered the art of continuous improvement. Overcoming the Off Days Phelps faced days he didn’t want to train. He understood that big strides often happen when it feels toughest to keep going. It’s the same in business. Those challenging days? They're crucial. Pushing through them can spark our most significant breakthroughs. Strategic Goals for the Long Haul Phelps wasn’t just dreaming about being the greatest—he planned meticulously for it. Every training session was a deliberate step toward that end. We can take a page from his book in the business world too. Setting bold, clear goals isn’t just motivating; it directs our daily efforts and helps keep the entire team aligned and pushing forward. Leveraging Every Win Each victory Phelps achieved built his confidence and his legacy, fueling him for the next challenge. Similarly, every success in business, whether a product launch or a market expansion, should be a stepping stone for the next bigger challenge. So, are we as driven as Phelps in our professional lives❓ Are we pushing our limits daily, aiming to smash our targets❓ Or are we letting opportunities slip by❓ I’m eager to hear how you’re applying these Olympian strategies to your business endeavors. Are you setting ambitious goals and pursuing them with the discipline of a champion❓ Let's discuss how adopting a champion’s mindset can transform our approach to business. Drop your thoughts and strategies below! 🌟 #BusinessSuccess #ChampionMindset #GoalSetting #ContinuousImprovement

🔒 Are SAFEs safe❓ 🔒 Thinking about using a Simple Agreement for Future Equity (SAFE) for your next funding round? https://ow.ly/cNcX50RXbIK They’re seen as a founder-friendly way to secure capital quickly—no fuss over immediate dilutions or valuations. But let’s unpack that a bit. Say you’ve nurtured your startup from the ground up. You’ve embraced SAFEs along the way and now, a big investment or acquisition is on the horizon. This should be the moment all those early decisions pay off. However, those SAFEs, set at your company's early valuation, might now dramatically undercut your current success, leading to an unexpected surge in dilution when they convert. While SAFEs might seem like an easy solution for funding, they demand careful management. Consider them as essential, high-impact tools in your startup’s arsenal—not just stopgap measures but crucial for strategic planning. It's important to convert these agreements at the right time to prevent significant dilution that could complicate future funding rounds or dilute your equity in potential exits. Thus, while SAFEs offer significant advantages, they must be managed with care and strategy. Are they a surefire way to secure funding❓ They could be—if you use them wisely 🥸 Have you dealt with SAFEs in your fundraising❓ I’d love to hear about your experiences or discuss effective strategies for using SAFEs. ------------------------- ❓Is Your CFO Lighting the Way❓ Stay Bright. 🌟 VISIT OUR WEBSITE at: https://ow.ly/M6R750RFnGo - AND - Follow our ClearBooks LinkedIn for more insights that keep CEOs on top of finance and accounting. -------------------------- #SAFEagreement #StartupFunding #VentureCapital #EarlyStageInvesting

🚀 Streamlining Info Overload with a Splash of Tech 🚀 Ever find yourself buried under an avalanche of daily emails, Slack pings, and even those adorable "Hey, can I get a 🍪?" interruptions from the kids? ➡️ Me too 🤪 Just today, I tackled a Spirits industry 🍷 🍾 newsletter—imagine 12,864 words jammed into 64 paragraphs, complete with graphs galore. Talk about a reading marathon! In a quest to reclaim my sanity (and time⏰), I've harnessed the power of tech to whip up my own "CliffsNotes" for these epics. By linking Gmail, Zapier, OpenAI, and Slack, I've automated slicing these mammoth updates down to just 4️⃣ crisp paragraphs. Each one packs only the essentials — a maximum of 4️⃣ sentences. Do I catch every nugget of info❓| ➡️ Nope 🤨 But does this snapshot give me enough to know if I should dive deeper❓| ➡️ Absolutely✅ - This little hack keeps me informed without drowning in data. 🤑 Wondering how to set up something similar❓ Check out this handy guide from Zapier that got me started: Generate Email Summaries with AI: https://ow.ly/tnmE50RXaYb ❓Is Your CFO Lighting the Way❓ Stay Bright. 🌟 VISIT OUR WEBSITE at: https://ow.ly/M6R750RFnGo - AND - Follow our ClearBooks LinkedIn for more insights that keep CEOs on top of finance and accounting. ------------- What tricks or tools do you use to manage your information overload #ProductivityHacks #AIAssistants #WorkLifeBalance