I’m always adding helpful tools and resources here so check back often.
To Verbeck AssociatesExcel and Other Tools and Hacks
Month End Closing Checklist – A must for all business
Basic Job Accountabilities Agreement
Discount Model – this is a simple calculator to see the cost of taking or offering a discount. Do and don’t.
Decision Process Tools – simple, but effective
Verbeck Associates Pareto Chart A great tool to 80/20 Everything. One of my most gifted books is The 80/20 Principle by Richard Koch. A must-read.
Sumif Demo – An Excel function you need to know
Basic Accounting Training – Great for bookkeepers and entry-level accountants
Free Excel Resources – These are good!
New Lease Rules – Updated ASC 842 from my alma mater – KPMG
10 Sales Mistakes by Jon Verbeck
Turnaround of the Year Article about Jon V
Helpful Websites, Apps, Resources, and Articles
Great Podcast for Helping your team love their job
Entrepreneur Article on Part-Time CFOs – Every company and medical practice needs a CFO. Using a CFO part-time is a great way to go for many companies. Check out Verbeck Associates!
CEO Express If you don’t make my resource page your homepage, make CEO Express your homepage for resources and useful links.
Tim Ferriss This guy is awesome. Excellent long-form interviews with interesting guests exploring high performance.
My Virtual Assistant – She certainly makes my life easier
Nozbe Task Manager – Arguably, the best task manager has developed into a fantastic productively tool for remote teams and getting things done.
Meditation Primer – I’ve been meditating for years. There is science that discusses the benefits, but I’ve gone from using Calm to Headspace to Ben Harris’s app to Dan Harris. I’ve been all over the place. I’ve been consistent, and I’ve inconsistent. I now like the Zen Mindfulness practice. It seems to make sense. Listen to this primer with Zen Master Hinnerk Polenski. This is a very good basic 15-minute sitting. ‘Do this for 25 minutes in the morning. If you have no time, 45 mins”
Wim Hof Breathing App – This guy is crazy, but I think he’s on to something. Try the free version of his breathing app. Doing this, I can hold my breath consistently for 2+ minutes and have exceeded 3 minutes a few times. It’s not the length of the breath holds, but the practice of deep breathing.
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