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.
The Paycheck Protection Program (PPP) Loan and the Economic Injury Disaster (EIDL) Loan
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES) was signed into law, and one part of it includes two loan programs for small businesses.
Changes Affecting Small Business Employers
The Families First Coronavirus Response Act was passed on March 18, 2020 and contains several provisions that affect private businesses with fewer than 500 employees and all public employers. It goes into effect April 2, 2020.
Mobile Accounting? It’s Here, Now
That's right: The future is here! Now that it's officially 2020, it may be time to jump on that accounting app bandwagon if you haven't already done so. The exciting news is you can actually do a lot of your accounting tasks from your phone instead of your computer....
New Tax Deadline Is Official — July 15, 2020
Both the IRS and Treasury have announced that the deadline to file AND pay your individual federal income tax for the tax year of 2019 has been extended to July 15, 2020.
Building Resilience into Your Small Business
If you currently own or manage a small business, you’ve probably experienced an extremely high demand or you’re preparing for the worst – to be shuttered by law for a few weeks or longer.
In either case, your business needs a whopping dose of resilience right now.
Six Tips to Grow Your Business in 2020
Looking for fresh, effective ways to grow your business in 2020? You've come to the right place. In today's market, it can be difficult to stand out from the crowd, gain new customers or clients, and increase your company's revenue. Note: We said difficult, not...
Preparations We’ve Made for You to Keep You Safe During the Coronavirus COVID-19 Spread
In our tax and accounting office, we have taken serious precautions to fight the spread of coronavirus, and we wanted to let you know your health and safety is of paramount importance to us.
The Entrepreneur’s Guide to Starting a Business in 12 Easy Steps
If you are thinking of starting a business or have already started a business, here is a detailed checklist of items to consider to get your new business off to a great start.
105 Ways to Speed Up Cash Flow in Your Small Business
One of the top challenges for small businesses is managing cash flow effectively. The good news is there are more than a hundred ways to increase your cash flow, and some of them are very simple to implement.