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.
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.
A 12-Step Guide on Hiring and Paying Employees
Are you thinking about hiring a new employee? Whether you’re hiring your first employee or your hundredth, here’s a checklist of items to keep you on track with all of the related tasks and requirements.
The Psychology of Money
The topic of money affects our emotions, beliefs, and behaviors in a very personal and individual way. Whether we have enough, need more, or are indifferent can impact our overall financial status. The most important thing to know about this topic is to be self-aware...
Accounting Tasks at Year-End
You might wonder why there are so many extra tasks at year-end. While the government requires much of the work, there is clean-up work and adjustments that need to be done to make the books accurate. It’s not always cost-effective to perform all of these updates...
Add Functionality to Your Accounting System with Apps
Did you know that you can add apps to help increase the functionality of your core accounting system? The process will save you time and frustration. It is because every business is different that you may—and likely will—need these add-on features that aren't already...
Three Essential Business Roles for Success and Balance
In his book, The Rebel Rules: Daring to Be Yourself in Business, author Chip Conley describes what investors look for in a management team when considering providing startup money to new businesses. He says your management team should consist of a “brain trust that...
10 Hot Business Trends for 2020
As we welcome in a new year (and maybe a new decade depending on how you count them), it’s a perfect time to reflect on the trends that will impact us and our businesses. Here’s a list for your consideration and reflection. Trend #1: Sustainability Concern for the...