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1 min read All-10s

Outside the Guide: Financial Statements - Balance Sheet

The balance sheet represents a snapshot in time of an organization’s assets, liabilities, and equity. Josh and Clay cover the fundamentals of the sheet as well as specific ratios. They also identify which insights the sheet provides and common misunderstandings.

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10
Mar
Special Guest: Rachel Sutton of Oak Ledger

Special Guest: Rachel Sutton of Oak Ledger

Rachel Sutton, Co-Founder and CPA of Oak Ledger shares her best practices for business owners to configure their statements in a way that works for them while remaining financially accurate and GAAP compliant.
02
Mar
Outside the Guide: Financial Statements - Cash Flow Statement

Outside the Guide: Financial Statements - Cash Flow Statement

It’s not enough to see a profitable company on the income statement. That’s where the cash flow statement comes in. Josh and Clay discuss the difference between the statements while also explaining how they’re connected.
18
Feb
Lessons from the Session: January 2026

Lessons from the Session: January 2026

The session room is a special, dynamic place. Clay and Josh recap their Januarys highlighting some two-day annual sessions with clients, the more subjective and emotional side of running a business, and the “happy medium” of EOS implementation.
16
Feb
Outside the Guide: Financial Reports - Income Statement

Outside the Guide: Financial Reports - Income Statement

P&L, COGS, OPEX, and more. Clay and Josh take the mystery out of the income statement by covering the basics, defining accrual accounting, and clarifying the importance of consistency.
09
Feb
EOS Toolbox: Cash Flow Drivers

EOS Toolbox: Cash Flow Drivers

Cash rules the day. Not profit. They're related, but definitely not the same.

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