I help business owners take the fear out of their finances & achieve their financial strategy with confidence.
Watch a Quick Video About What We Do
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.
Shortcut Your Management Time with Exception Reporting
Do you spend a lot of time reviewing stacks of reports each month so you can get the information you need to make decisions? Do you find out after the fact that something went wrong in your business and that if you had known about it sooner, you would have made...
Could Your Business Survive a Disaster?
As business owners, we want to remain optimistic about our business’s future. But life can happen, and we need to be prepared. A good business owner thinks about all the risks to their business and has a plan in place to reduce or eliminate them. In 2017, we’ve...
The Power of Influencer Marketing
One of the hottest buzzwords in marketing this year is influencer marketing. Influencer marketing uses key people in thought leadership positions to spread the word about your brand. These people may be paid or unpaid spokespersons for your brands, products, and...
What Is Reasonable Compensation?
For small businesses formed as an S Corporation and with plenty of profits, reasonable compensation is a term you may want to be familiar with. Many small businesses have organized as an S Corporation form of entity. In many cases, the S Corp election allows a...
Six Common Payroll Mistakes to Avoid
Getting payroll done has gotten so much easier than it used to be for small business owners. But there are still some minefields when it comes to state and federal compliance. We'll take a look at six of them in today's article. 1- Business or Personal? A great...
Five Ways to Streamline Your Payroll Process
For business owners with employers, payroll is a necessary task that can slow your day and tie you down if you let it. If you’re looking for a way to make payroll less time-consuming, here are five ideas you can put to good use: Employee Onboarding If you hire a lot,...
8 QuickBooks Reports That You Should Be Running Regularly
QuickBooks provides dozens of customizable report templates. You know when you need some of them, but which are musts? You send invoices because you sold products and/or services. Purchase orders go out when you're running low on inventory, and there are always bills...
How Understanding Assets vs. Expenses Can Make You Rich
Assets and expenses both have a "debit" balance on the financial statements, but that's where their similarities end. Spending on one can make you rich and spend too much on the other and it can leave you broke. An expense is best-described as money that you may need...
Do You Know Your Weakest Business Link?
You've already built a solid business that you have great pride in. Yet, if you're like most entrepreneurs, you're on a constant search for how to make your business better. One way to focus your search is to look for the weakest link in your business. From a...