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.
Mid-Year Review
Can you believe that half of 2019 is gone already? That means it’s a great time to take stock of how your business has done for the first half of 2019 so that you can meet your financial goals for the entire year. On Track for Sales Are you on track to...
Do You Know Who Your Top Customers Are?
Every business has customers, and while all customers are important, most entrepreneurs will agree that some customers are more important than others. This may be due to the amount of revenue the customer brings in, their ability to refer new clients to you, the...
Accounting-Related Policies
Setting customer expectations in your business is essential to gain the trust of your customers, avoid conflicts, and maintain a high level of customer service. One way to set customer expectations is to clearly state policies that are customer-facing. Many of these...
How AI Is Changing Accounting
Artificial intelligence (AI) has arrived in the accounting profession in a big way. The good news is it’s streamlining accounting tasks, finding patterns in data you can take action on, and generally making things better. Here are just a few places we’re...
Buying a Car or Truck for Your Business?
When you purchase a new vehicle, you get the fun of riding around in a new car with the new car smell! Our job has just begun – to get your new asset recorded properly on your books. We thought it’d be fun to give you a behind-the-scenes sneak peek at our...
Your New Hire Checklist
Hiring a new employee is a big accomplishment in any small business, and there are a lot of steps involved, too. Here’s a handy checklist to help you stay organized when you bring that new hire on board. First things first, the legal and accounting items:...
Beyond the Books: The World of Accounting
In small business, accounting refers to a set of tasks that revolve around maintaining a general ledger – your books -- and preparing financial statements. Beyond small business accounting, there are many more aspects to accounting. In this article, we’ve...
5 Ways to Speed Up Your Cash Flow
One of the biggest challenges for small businesses is managing cash flow. There never seems to be enough cash to meet all of the obligations, so it makes sense to speed up cash flow when you can. Here are five tips you can use to get your cash faster or slow down the...
A Report Card for Your Business Financials
Do you remember the days when you got a report card from school? Now that you have a business, your business has grades as well. But it’s up to you to calculate them. Here are some grades you can compute for your business to give it a report card of its...