Insights & Perspectives
Short essays on stewardship, governance, and the strategic finance decisions facing clubs, hospitality businesses, and growing companies.
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What belongs on a private club financial dashboard for the GM, finance committee and board, how often to update it, where the data comes from, and how to build one without replacing your club management system.
How a secure board reporting portal works for private clubs, what it should hold, how it compares with emailed PDF packets, security and access considerations, and how to roll one out to directors.
Which private club accounting tasks can be automated, from invoice capture and approvals to bank feeds, reconciliations and board reporting, plus the controls to keep in place and how to start without a software overhaul.
A buyer's guide to evaluating club management and accounting software such as Clubessential, Northstar and Jonas Club: the criteria that matter for finance, questions to ask in demos, total cost, and how to avoid a painful conversion.
