Michael Borish & Company, Inc.
Publication/ Book Reviews: Right-Sizing Strategic Financial Management
LECHI ZHANG
REVIEW
As someone who spent years at the World Bank Group and promoting tech-enabled small business financing globally, I found Right-Sizing refreshingly grounded. Borish doesn’t theorize about SME financial management from a distance — he builds a working toolkit, with practical insights into the daily work of business owners and their accountants. The module structure, each with a “how does it all apply” lens, mirrors exactly what many SME finance experts have spent decades trying to standardize. This book does at the firm level what tech-enabled platforms seek to capture and translate into digital solutions in SME financing: make SME financial risks manageable and eligible for underwriting!
TITLE
Lechi Zhang is a former Consultant at the World Bank Group and the G20 SME Finance Forum, an angel investor, and FinTech expert. He works with entrepreneurs and financial institutions to advance small business financing, bridging regulatory compliance, business value creation, and technology enablement.
A sought-after speaker, Lechi has taken the stage at several SME and startup events, such as the Singapore FinTech Festival series event and the AI & Finance Conference at NY Tech Week. His insights have been featured in Forbes, MSN, The Edge Malaysia, and Caijing Magazine. Mr Zang has served as a judge for business awards and hackathon programs globally, and holds a degree with honors from Cornell University.
BRUCE HALPER
Having spent my career in accounting, financial management, and banking regulation, I appreciate resources that combine technical depth with practical application. Dr. Borish has drawn on more than four decades of professional experience to produce a comprehensive handbook on strategic financial management for small businesses. The breadth of topics covered—from financial statements and ratios to financing, risk management, and strategic decision-making—reflects both the depth of his experience and the considerable thought and effort invested in developing this handbook. Business owners seeking a comprehensive guide to strategic financial management will find this handbook to be a valuable reference. I believe it will be especially valuable to CPAs, consultants, lenders, and other professionals who advise small businesses. Its modular organization makes it well suited as a reference manual that professionals can return to as specific issues arise. I can also see this handbook serving as a valuable resource for professional development and continuing education for practitioners working with small businesses.
Title:
Bruce W. Halper, CPA, MBA, has more than 40 years of experience in accounting, financial management, and banking regulation. His career includes leadership positions with the Federal Deposit Insurance Corporation and the Office of the Comptroller of the Currency. In retirement, he provides accounting and financial management services to nonprofit organizations. He earned his MBA in Finance from the University of Chicago.