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.
Budgeting Breakthrough
When you hear the word “budget,” what do you think about? Most people would say something similar to “Ugghh!” If you would rather do just about anything besides create a budget, you’re not alone. The word “budget” brings up connotations of endless numbers,...
Need an A/R Makeover? A Quick, 5-Item Best Practice Checklist
Technology has allowed businesses to make substantial improvements in their customer invoicing processes. The good news is that when you implement these technologies, you will almost always get paid much faster. If it’s been a few years since the last time you’ve...
Five Cash Leaks to Avoid
Cash flow improvement is a hot issue for small businesses; in many businesses, it seems like there is never enough cash when you need it. The last thing a business owner wants is to reduce their cash balance unnecessarily. To help you preserve or increase your cash,...
The Fine Art of Prioritization
Running a business usually means putting in over 40 hours a week. In fact, if you’re the typical entrepreneur, you have more ideas you want to implement than you have time for! That’s when proactive, strategically executed prioritization can make all the difference....
Is Hosted QuickBooks Right for You?
If you are currently using the popular QuickBooks desktop software, you now have a fairly new option available to you: hosted QuickBooks. In this article, we’ll talk about what it is, what type of businesses it’s right for, and how to get started if you decide it’s...
Have You Been Hacked? How to Minimize Your Risk
Just about every day, we read in the news that another company has been hacked. You might have already been directly affected by the password thefts at LinkedIn last year or Evernote this year. Or you might have had your own social media account, email, website,...
Seven Strategies to Put the Spring into Your Sales
Spring is here and that’s the perfect time to try something new in your business to make things fresh. Here are seven ideas to try in your business; pick the one that’s most likely to put the spring in your sales. 1. BOGO “Buy one, get one” or BOGO deals are always...
What Is Cloud Accounting?
One of the most exciting changes in the accounting industry is cloud accounting. The concept is easy to grasp: cloud accounting simply puts your accounting system in a private space online so that it is fully accessible to you via a browser or a secure remote...
Is Your Data Backed Up? Seven Often-Overlooked Places
Hopefully, you’re already making backups of the data on your business server on a regular basis. It’s simple to set up data backups automatically and then forget about them until you need them. But have you ever looked around to see if there are any gaps in your...