I help business owners take the fear out of their finances & achieve their financial strategy with confidence.
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What We Do
We provide high-level financial management and strategic guidance to businesses through our outsourced CFO services. Our team of experienced financial experts works on a flexible, contractual basis, offering you the same top-tier expertise as a full-time CFO, but without the commitment or expense of a permanent hire. This approach is ideal for small to medium-sized enterprises (SMEs) that need sophisticated financial oversight but don’t require or can’t afford a full-time CFO.
Our services include financial planning and analysis, cash flow management, budgeting, forecasting, and capital raising. We help businesses navigate complex financial challenges, optimize profitability, and plan for sustainable growth. By partnering with us, you gain the strategic insights and financial expertise necessary to make informed decisions, improve your financial performance, and drive long-term success—all while maintaining the flexibility and cost-effectiveness that your business needs to thrive.
The Perfect Chart of Accounts for Your Business
Your “Chart of Accounts” is the list of accounts in your accounting software. The accounts are listed in your reports, and the totals allow you to determine how much you’ve spent, made, own, or owe depending on the type of account. It’s essential to create a list of...
How to Protect Yourself from Identity Theft
The security breach at Equifax a few months ago left many people thinking once again about identity theft. The best thing is to do everything you can to prevent it from happening to you. Here are a few tips to help you reduce your risk of being a victim of identity...
Five Tips to Get Ready for a Pain-Free Tax Time
QuickBooks accomplishes the goal of speeding up and refining your workflow. With the holiday season just around the corner, it's a perfect time to get your financial records in order. Tax moves you make now can mean finding more "green" to spend on family gifts and...
Nine Tips to Dazzle and Retain Your Top Customers
Your top customers are your most important customers in your business, and it's important that you hang onto them if at all possible. It's much more cost-effective in most business models to retain repeat customers than it is to find new ones. Here are nine tips...
Browser Productivity Tips You May Not Know
If you spend a lot of time online using a web browser to view web sites or to work in online applications, then you may benefit from knowing these wonderful features about your browser software. Bookmarks All browsers support bookmarks, and hopefully you are already...
How to Beat Procrastination
Would you call yourself a procrastinator? If so, you’re not alone, and with our to-do-lists growing daily, the percentage of people who procrastinate chronically has increased over the last few decades. There’s a difference between procrastinating and prioritizing. ...
What’s Your Hourly Worth?
Time is the most precious resource on the planet, but sometimes we don't treat it that way. In our businesses, it's important to get everything done, but we can also get overwhelmed with all the little things that need to be done to take care of customers. One of...
Is It Profitable to Blog?
One of the many online marketing options available for businesses is blogging. A blog can act as a company’s daily newspaper, letting customers and followers know the latest news about what’s happening. It can also be a wonderful revenue-generator. As long as the...
Cool Apps: Amazon Echo
Did you ever want a secretary that could answer questions all day? While Amazon’s Echo product can’t fetch coffee, it can perform all sorts of digital tasks that come up in daily life at work and at home. The Echo Dot looks like a small speaker that sits on your desk...