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    • About Us
      • Forecast Your Future book
      • Speaking Engagements
    • Services
      • CFO Services for Small Businesses
      • Bookkeeping Services for Small Business
      • CFO Services for Marketing Agencies
      • Financial Resources for Small Businesses
      • How Much Does a CFO Cost?
    • Financial Intelligence Guide
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      The Financial Intelligence Guide

      • The Financial Intelligence Guide
        • Jan 10 2022
          The Impending Cash Crunch

          The Impending Cash Crunch

          Over the last two years, the government has thrown money at small businesses with the Paycheck Protection Plan (PPP), Economic Injury Disaster Loan (EIDL), and Employee Retention Tax Credit (ERTC). Yes, there have been other credits, loans, and payment delays. But, as the government cash dries up, inflation increases and loan payments and social security taxes have to be paid, small businesses could be in for a rough time. 
          Category  :  Cash, Financial Forecasting, Strategic Planning, Fractional CFO
        • Aug 14 2021
          CFO Hacks: How CFOs are Integral to Helping Small Business be Successful

          CFO Hacks: How CFOs are Integral to Helping Small Business be Successful

          Since I started my CFO Services Firm, it seems like small businesses have had to endure challenges like never before. But, in some cases, it has led to new and exciting opportunities.
          Category  :  Fractional CFO Services, forecasting, CFO Services, Expenses, Outsourced CFO, cash flow, Fractional CFO
        • May 10 2021
          Are You Losing Your Margins? Part 2

          Are You Losing Your Margins? Part 2

          We recently discussed general and industry-specific inflation. As the economy picks up, it will be more important to assess your costs to make sure you still have your desired profit margin. Once you build a system for entering job costing accurately, you should review this report and assess the lowest margin jobs or customers.
          Category  :  Financial Forecasting, Strategic Planning, financial, Business Ownership
        • May 4 2021
          Improving Your Business's Cash Flow

          Improving Your Business's Cash Flow

          I was recently interviewed on Springboard Your Biz TV. See the replay of the interview below. Watch to discover ways to Improve Your Business’s Cash Flow. I cover:
        • Apr 19 2021
          Are You Losing Your Margins? Part 1

          Are You Losing Your Margins? Part 1

          As the economy is starting to recover from the pandemic, many businesses are facing the following problems:
          Category  :  Profit, Strategic Planning, financial
        • Mar 29 2021
          Managing Cash Balances

          Managing Cash Balances

          When I was a teenager, we had a dry erase board in our kitchen where we would write funny quotes. One time my brother simply wrote “Money goes away.” He had noticed that even when you seem to have a lot of money, it can disappear without much thought. You are left wondering what happened.
          Category  :  finance, cash flow, Small Business
        • Mar 14 2021
          Managing Expenses for Growth

          Managing Expenses for Growth

          We live in a world in which we always want more. We spend more money, so we strive for more revenue or income, and then we spend more money. It’s a never-ending cycle.
        • Mar 9 2021
          Have You Heard of the ERTC?

          Have You Heard of the ERTC?

          What is the Employee Retention Tax Credit (ERTC) and how can it benefit my business?
        • Feb 15 2021
          Don’t Believe these 10 Financial Myths

          Don’t Believe these 10 Financial Myths

          Have you heard the following myths regarding accounting and finances?
          Category  :  forecasting, Profit, financial, Strategy, Financial freedom, Business Ownership
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        Recent Blog Posts

        • The Impending Cash Crunch
        • CFO Hacks: How CFOs are Integral to Helping Small Business be Successful
        • Are You Losing Your Margins? Part 2
        • Improving Your Business's Cash Flow
        • Are You Losing Your Margins? Part 1

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