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The Blog

Insights
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Experts

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What Business Owners Can Learn from One of the Nation's Largest Accounting Conferences

Artificial intelligence may have dominated the conversations at this year's Scaling New Heights Conference, but the biggest takeaway wasn't about technology. In Episode 17 of R Readiness Lens, Sheri Radler shares why business readiness, strong systems, succession planning, and strategic leadership are what truly prepare businesses for sustainable growth.

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Scaling Smart: Why 80% Systems and 20% Personalization Works

Many business owners believe customization is what sets them apart. But as businesses grow, too much customization can create bottlenecks, inconsistency, and operational chaos that limit growth. In Episode 16 of R Readiness Lens, Sheri Radler explores how the 80/20 approach to standardization and personalization helps businesses scale more efficiently while still delivering exceptional client experiences.

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From Reactive to Ready: Why Proactive Accounting Wins

Many business owners believe profitability problems start with revenue, but the real issue is often a lack of visibility, planning, and operational readiness. In Episode 15 of R Readiness Lens, Sheri Radler explores how business owners can move from reactive decision-making to intentional leadership by creating clarity, accountability, and a stronger foundation for sustainable growth.

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Resilience Playbook: Preparing for the Unexpected

What happens if your business faces a flood, cyberattack, key employee loss, or sudden market disruption? In Episode 14 of the R Readiness Lens podcast, Sheri Radler explores how businesses can build resilience before crisis hits through stronger systems, operational visibility, contingency planning, and proactive decision-making.

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From “Go Buy a Hat” to the Inside Track

From “Go Buy a Hat” to the Inside Track - A decade of Derby—and what it quietly teaches about business readiness. “You’ll need to go buy a hat.” That was the advice I got my first week in Louisville. I had just moved to town. New job starting Monday. Still figuring out where the grocery

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The Role of your CFO Roundtable

If your business feels harder to run than it should, the problem might not be external. In this episode of R Readiness Lens, we break down the hidden operational blind spots that create friction, slow growth, and keep you stuck reacting instead of leading.

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The Hidden Operational Blind Spots Holding Your Business Back

If your business feels harder to run than it should, the problem might not be external. In this episode of R Readiness Lens, we break down the hidden operational blind spots that create friction, slow growth, and keep you stuck reacting instead of leading.

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Business Exit Planning: Why Waiting Could Cost You Everything

Most business owners think they’ll decide when to exit their business, but real life doesn’t always work that way. In this episode, Sheri and Anne Napolitano break down the risks that can force an unexpected exit and what you can do now to protect your business, your team, and your future.

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Why Business Dashboards and KPIs Help Owners Make Better Decisions

Business dashboards turn raw numbers into clear insights that help owners make smarter decisions. In Episode 10 of Our Readiness Lens, Sheri explains how KPIs and dashboards help track profit, cash flow, team performance, growth, and risk—so you can anticipate problems instead of reacting to them.

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Financial Planning: The Growth Multiplier for Small Businesses

Strategic planning is more than annual budgeting. In Episode 9 of Our Readiness Lens, Sheri and two tax experts discuss why coordinated planning across accounting, tax, legal, and wealth advisors is essential for sustainable growth, reduced risk, and long-term business readiness.

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A Client Story of Growth, Readiness, and Real Decisions, with Guest Aaron

What does business readiness really look like over time? In this client story, Sheri Radler sits down with Aaron to reflect on nearly a decade of building, scaling, exiting, and rebuilding businesses, and the decisions that made sustainable growth possible. This conversation highlights how planning, trusted advisors, and knowing when to slow down are just as important as knowing when to grow.

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Cash Flow Isn’t Profit (and Why That Matters)

If you have ever felt broke while your business showed a profit, you are not alone. This post breaks down the difference between profit and cash flow and explains why timing matters more than most business owners realize.

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Clean Financials Are a Strategy, Not a Task

Clean financials are often treated as a chore, but they are actually the foundation of strong decision making. In this post, Sheri Radler explains why accurate, timely financials are the first rung of business readiness and how they unlock clarity, confidence, and strategic growth.

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