About
Since 2001, I have been helping small business CEOs to double, triple and sometimes…
Articles by Mark
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What Was Your College Kid Doing During the COVID-19 Vacation?
What Was Your College Kid Doing During the COVID-19 Vacation?
By Mark Gandy
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There Are No Gordon Gekkos at 20 South Partners
There Are No Gordon Gekkos at 20 South Partners
By Mark Gandy
Contributions
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What do you do if your architecture firm is struggling financially?
There are a multitude of reasons. Is there a product-market fit issue? Is it a sales issue in not closing projects fast enough? Is WIP management painfully sluggish, which impacts billings? Start there. Financial management is easy to fix if that's the issue. Occasionally, the back office has grown lax with its daily, weekly, and monthly administrative and cash management practices. Or it can be burdened with too much work. Always start upstream to determine if there's a marketing or sales problem. WIP management can easily become a black hole in large and lengthy projects, and most of the financial issues are found there. Downstream, we find financial management habits where such practices must be applied consistently on a timely basis.
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You’re a freelance technical analyst. How can you make sure your network is helping you get more business?
I teach the Refer-to-Network™, a tool that is anything other than asking for referrals. We start with a list of 25-30 professionals we are already close to. We ask them who their ideal customers are so that we can refer people their way. I also find out as much as I can about their business model and how it benefits others. That's helpful when I refer others to them. Nearly always, the people you are conversing with will ask what you do, and you can take it from there. Just don't be salesy in the process. The ultimate aim is twofold. Obviously, we want high-quality clients flowing our way who are pre-disposed and pre-qualified for our services. Secondly, we want long-term trusted friendships in our Refer-to-Network™, which works.
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How can you teach financial literacy to customers more effectively?
I prefer the CRAM technique when doing this in the context of an informal conversation. CR - go over Current Reporting a customer is exposed to regularly. Step through the most critical key numbers and ideas in that reporting. Keep the conversation simple and practical. A - ask questions. Take your time to answer, as their financial acumen could range from low to high. M - make suggestions before you wrap up a financial literacy conversation. Suggestions include having the customer follow up with a book, a video, or a podcast episode. Find suggestions relevant to the customer's field.
Activity
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I’m happy to share that I’m starting a new position as CEO & Co-founder at PouncerAI Inc.! If you are a #freelancer on #Upwork, you will love how…
I’m happy to share that I’m starting a new position as CEO & Co-founder at PouncerAI Inc.! If you are a #freelancer on #Upwork, you will love how…
Liked by Mark Gandy
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I’m happy to share that I have started a new position as Global IT PMO Director at First Brands Group, LLC.
I’m happy to share that I have started a new position as Global IT PMO Director at First Brands Group, LLC.
Liked by Mark Gandy
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[𝗣𝗥𝗜𝗖𝗜𝗡𝗚 𝗡𝗨𝗚𝗚𝗘𝗧 𝟬𝟱𝟱] 𝗗𝗜𝗦𝗖𝗢𝗨𝗡𝗧𝗦: 𝗕𝗘 𝗪𝗜𝗦𝗘, 𝗕𝗘 𝗣𝗥𝗘𝗖𝗜𝗦𝗘. 🔍 Imagine you are preparing a 𝗽𝗿𝗼𝗺𝗼𝘁𝗶𝗼𝗻𝗮𝗹…
[𝗣𝗥𝗜𝗖𝗜𝗡𝗚 𝗡𝗨𝗚𝗚𝗘𝗧 𝟬𝟱𝟱] 𝗗𝗜𝗦𝗖𝗢𝗨𝗡𝗧𝗦: 𝗕𝗘 𝗪𝗜𝗦𝗘, 𝗕𝗘 𝗣𝗥𝗘𝗖𝗜𝗦𝗘. 🔍 Imagine you are preparing a 𝗽𝗿𝗼𝗺𝗼𝘁𝗶𝗼𝗻𝗮𝗹…
Liked by Mark Gandy
Experience
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G3CFO
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Education
Licenses & Certifications
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Certified Public Accountant
Missouri State Board of Accountancy
Issued
Honors & Awards
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2018 Quora Top Writer
Quora
The Quora Top Writer recognition is for writers providing highly-valued contributions to Quora over the previous year.
Recommendations received
10 people have recommended Mark
Join now to viewMore activity by Mark
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Is there a usage economy for Tableau training platforms? What the heck is that? Hear me out. I listened to Mark Gandy’s CFO Bookshelf podcast today…
Is there a usage economy for Tableau training platforms? What the heck is that? Hear me out. I listened to Mark Gandy’s CFO Bookshelf podcast today…
Liked by Mark Gandy
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Coming soon...my first self-published book. It will be at the lowest price Amazon will allow. Available in paperback and hardback.
Coming soon...my first self-published book. It will be at the lowest price Amazon will allow. Available in paperback and hardback.
Liked by Mark Gandy
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Welcome to another episode of Maxio's SaaS Expert Voices. Today, we're trying something new with our first two-on-one session. Joining us are two…
Welcome to another episode of Maxio's SaaS Expert Voices. Today, we're trying something new with our first two-on-one session. Joining us are two…
Liked by Mark Gandy
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We are thrilled to announce that our CEO, Shawn Burcham, has been named one of the top 25 executives on the 2024 Pizza Marketplace Top Movers and…
We are thrilled to announce that our CEO, Shawn Burcham, has been named one of the top 25 executives on the 2024 Pizza Marketplace Top Movers and…
Liked by Mark Gandy
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Almost 5 years ago I discovered I had ADHD. I was in my mid-40s and it turned my world upside down. I spent 6 months grieving and then a year working…
Almost 5 years ago I discovered I had ADHD. I was in my mid-40s and it turned my world upside down. I spent 6 months grieving and then a year working…
Liked by Mark Gandy
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Greetings, LinkedIn community! I'm thrilled to connect with you all and share my expertise in multigenerational living. With over 20 years of…
Greetings, LinkedIn community! I'm thrilled to connect with you all and share my expertise in multigenerational living. With over 20 years of…
Liked by Mark Gandy
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When I think of private equity, names like Adam Coffey, Brent Beshore, and the real Peter Lynch quickly come to mind since I work with small…
When I think of private equity, names like Adam Coffey, Brent Beshore, and the real Peter Lynch quickly come to mind since I work with small…
Shared by Mark Gandy
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Thank you, Audible, for targeting me with my own book! 😂
Thank you, Audible, for targeting me with my own book! 😂
Liked by Mark Gandy
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Here we go again…the Berkshire Hathaway AGM 2024 in Omaha! It’s going to be strange without Charly, but everyone seems to be as excited as ever. …I…
Here we go again…the Berkshire Hathaway AGM 2024 in Omaha! It’s going to be strange without Charly, but everyone seems to be as excited as ever. …I…
Liked by Mark Gandy
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Welcome to our newest employee-owners Benjamin Hudson, Heather Hoerschgen, and Joe Dominique. We are so pleased that you have joined our team!…
Welcome to our newest employee-owners Benjamin Hudson, Heather Hoerschgen, and Joe Dominique. We are so pleased that you have joined our team!…
Liked by Mark Gandy
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