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.
Six Business Topics and Trends to Study for 2014
Happy New Year! The New Year brings new areas to benefit from and be aware of. You’ve likely heard these topics mentioned in the news. The question is, have you stopped and thought about how they will be impacting your business this year? The Biggie: The...
Optimize Your Revenue Mix for More Profits in 2014
Many small business owners focus on generating more revenue every year, and that’s a great objective. But not all revenue is created equally. If you sell more than one product or service in your business, then you can benefit from looking at your revenue mix....
What to Do When Calling the Help Line Doesn’t Help
Have you ever called a help line and at the end of the call had a bigger problem than before you called? Unfortunately, it’s not uncommon. Navigating the help line process can be a challenge for anyone’s patience. Here are a couple of tips you can try to make the...
Five Best-Practice Accounts Payable Tips for a Smoother Cash Flow
Watching the cash balance is one of the most frequent activities of a small business owner. Besides making sure you have enough cash for payroll and bills, there is another huge opportunity you can benefit from: lowering the cost of processing your bills. It can be...
Avoid the Three Biggest Sales Mistakes and Close More Business
Every sales lead is precious. It takes a lot to get people’s attention these days, and once a lead or prospect comes in your door, you’ve accomplished that hurdle, but now you have another one: getting the business. To ensure you can turn those prospects into...
Five Fall Projects to Refresh Your Financial Results
As we move into the fall season and the final quarter of the year, it’s a perfect time to commit to a project in your business that will help you reach the year’s end in better shape. Here are five ideas: 1. Back-to-School Time If payroll expenses are one of...
Five Fun Things to Add to Your Invoices
When it comes to marketing, the company invoice might be the last thing you’d think about. But think again: it’s a great place to make every attempt to get paid faster and have your customer coming back for more services and products. Here are five fun...
Do You Know Your Small Business Vitals?
On a doctor’s visit, the first thing the nurse does is take your vitals: your temperature, blood pressure, pulse rate, and respiration rate. These basic measurements are the first place doctors look to see if something is wrong with our health. Knowing your vital...
Five Ways to Rev Up Your Referrals
In the vast majority of industries, referrals are the most cost-effective way to gain new clients and grow your business. When you attract new clients through referrals, your marketing costs are lower, your selling process is easier and more effective, and the...