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.
How to Classify Workers on Taxes
Did you know that how employees are classifieds hold serious tax implications with the IRS? Did you know that the IRS checks to see if workers are properly classified? Some employers incorrectly classify their workers as independent contractors to avoid paying payroll...
5 Tips to Get Ready for a Pain-Free Tax Time
Five Tips to Get Ready for a Pain-Free Tax Time 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 festivities. Here are five...
Get Ready for 2016 QuickBooks Can help
Get Ready for 2016: QuickBooks Can Help We'll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There's something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop...
Is There An App for That?
Is There an App for That? The technology side of the accounting industry is rapidly changing and expanding. Literally hundreds, if not thousands of new companies and new software applications have sprung up to help small businesses automate their processes and save...
How To Read Your Balance Sheet
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...
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...