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.
Five Ways to Ring in 2018
Happy new year! January is the month of new beginnings and a perfect time to strategize about projects that will boost your business prosperity. Here are five ideas to get you thinking about new beginnings for your business in 2018. 1.Learn new technology. Every year,...
How to Write Your Mission Statement
Mission statements are not just for large corporations. As an owner of a small business, you can benefit from going through the exercise of writing your mission statement. It can not only re-connect you with your “why,” it can also communicate an important part of...
Create a Theme for a Prosperous and Meaningful New Year
It's almost 2018, and at this time of year, it's natural for us to pause and reflect on where we've been and where we want to go. For business owners, it's especially important to raise our minds above the daily fires for a moment, take in some fresh air, and elevate...
Get Ahead on Year-End Tasks
Year-end is just around the corner, and that means a couple of administrative tasks are necessary to take care of bookkeeping and tax chores. Here are a couple of tips to make year-end go smoother. Cleaning up Things will go a lot smoother if you reach out to your...
Spice Up Your Marketing with Storytelling
One of the ways to impact your marketing is by adding stories. Everyone loves a story, and stories are more memorable compared to almost any marketing copy. Here are a couple of tips on how to use and place stories to share with prospects and customers. What a Story...
How to Read Your Balance Sheet
The Balance Sheet is an important report in your business's financial statements. Most small business owners are unsure of what all of the numbers mean on this report, so let's see if we can shed some light on what they mean. A Summary of Balances One big...
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...