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.
Does Your Small Business Need a CRM?
Have you ever stayed at a hotel and then returned, finding that they have stocked your room with everything you asked for the last time you were here? Your special allergenic pillow was already waiting for you, you were asked if you would like a dinner reservation...
Standard or Itemized: Choose the Deduction Method that’s Best for You
Issue Number: IRS Tax Tip 2015-39 Inside This Issue Standard or Itemized: Choose the Deduction Method That’s Best for You Most people claim the standard deduction when they file their federal tax return. But did you know that you may lower your taxes if you itemize...
Health Care Law Affects 2014 Tax Returns – Tax Help Available
Issue Number: HCTT-2015-12I Starting with the 2014 tax year, certain provisions of the Affordable Care Act will affect federal tax returns. The majority of taxpayers will simply need to check a box on their tax return to report health coverage for everyone on their...
What Should Know If You Changed Your Name
Issue Number: IRS Tax Tip 2015-22 Inside This Issue What You Should Know if You Changed Your Name Did you change your name last year? If you did, it can affect your taxes. All the names on your tax return must match Social Security Administration records. A name...
New on IRS.Gov
IRS Issue Number: 2015-2 Inside This Issue New on IRS.gov Filing Information Returns Electronically The Affordable Care Act’s Employer Shared Responsibility Provisions Form 8922, Third-Party Sick Pay Recap Technical Guidance 1. New on IRS.gov 2014 Pub...
How to Get a Copy of Your Prior Year Tax Information
How to Get a Copy of Your Prior Year Tax Information There are many reasons you may need a copy of your tax return information from a prior year. You may need it when applying for a student loan, home mortgage or for a VISA. If you don’t have your copy, the IRS can...
Five Browser Productivity Tips
Most of us spend a lot of time browsing the Internet, and that means using browser software. Google Chrome is the most popular browser with roughly 40 percent market share. Internet Explorer follows with about a 30 percent share and Firefox is third with less than...
How Painless Is Your New Customer Experience?
Is your business easy to do business with? Or is it difficult? The answer could impact your revenue as well as your reputation for service. Here are a few tips to help you stand in your customer’s shoes for just a few minutes to answer those questions. First...
Five Ways to Go Green with Your Accounting
With St. Patrick’s Day and spring arriving, March is a great month to have “green” on the mind. There are green shamrocks, green beer, the green of new vegetation, and there’s even green accounting too. Here are five ways to make your accounting a little more green....