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

      • The Financial Intelligence Guide
        • Feb 8 2021
          Get Your Bookkeeping Current ASAP to Increase Profits

          Get Your Bookkeeping Current ASAP to Increase Profits

          Do you wonder how your business is doing this year, but you are behind in your bookkeeping? Are you overwhelmed with organizing your business finances? Here are 4 reasons why investing in good bookkeeping can provide you more peace and guidance.
          Category  :  Accounting, Financial Reports, Fractional CFO Services, Taxes, Strategy, Bookkeeping, Where Are You Financially, Vision
        • Jan 31 2021
          A Simple Method to Reduce Financial Stress and Increase Cash Flow

          A Simple Method to Reduce Financial Stress and Increase Cash Flow

          Do you struggle to know and understand your cash flow? Do you desire more clarity to help you make better decisions? How can you objectively do this without emotions causing stress and uninformed decisions?
          Category  :  forecasting, Financial Forecasting, Strategic Planning
        • Jan 25 2021
          Top Reports that Marketing Agencies Should Review Regularly

          Top Reports that Marketing Agencies Should Review Regularly

          I have spent nearly 15 years working with Marketing Agencies in various financial roles. I have seen what works and what does not. When an agency reviews specific reports regularly and takes action, they see success and grow profitably.
          Category  :  Financial Reports, Fractional CFO Services, Business Ownership, Fractional CFO, Marketing Agency
        • Jan 10 2021
          Bill.com is the Accounting App That Saves the Most Time

          Bill.com is the Accounting App That Saves the Most Time

          Bill payments can be overwhelming with all their steps and processes. As a CFO, I am always looking for ways to improve processes and save time. If I can do this while improving internal controls, then this is a Win-Win. I've found the best way to do just this with bill payments! 
          Category  :  Accounting, Fractional CFO Services, Reach Financial Goals Faster, Time Management, Bookkeeping, Value Added
        • Jan 4 2021
          A CFO's Perspective of the COVID-19 Relief Bill

          A CFO's Perspective of the COVID-19 Relief Bill

          As you probably know, Congress passed, and President Trump signed a new $900 billion COVID-19 relief bill into law. I wanted to provide a quick recap of what this means for your business from a CFO's perspective. 
          Category  :  Taxes, SBA Loan, Bookkeeping, Fractional CFO
        • Dec 28 2020
          Top 5 Places to Save Money in Your Business

          Top 5 Places to Save Money in Your Business

          There are many ways to become a more profitable business. Revenue growth is essential and updating processes to increase productivity is important. My favorite way to add value and increase profit is just simply reviewing expenses.
          Category  :  Cash, Accounting, Savings, Expenses, Value Added
        • Dec 21 2020
          Keep the Cash Coming: The 3 Requirements in Billing & Collections

          Keep the Cash Coming: The 3 Requirements in Billing & Collections

          Back in 2005, I took a position as a Controller for a small online marketing agency. We had some large Fortune 500 clients and were doing innovative client service work. 
          Category  :  Accounting, Collections, Billings, Internal Controls, cash flow, marketing agencies
        • Dec 13 2020
          Base Expenses on Forecasted Revenue

          Base Expenses on Forecasted Revenue

          How much can your business spend next year? Wonder if you can afford to hire someone or if you have the cash flow for advertising, operating expenses, or possibly expanding?
          Category  :  Revenue, Financial Forecasting, Expenses
        • Dec 7 2020
          Where Is Your Cash Going? Understanding Cash Flow

          Where Is Your Cash Going? Understanding Cash Flow

          Do you wonder where your cash is going? We know revenue drives the business, the expenses, and ultimately the profit. What if you are seeing your business grow with increasing revenue and profit while seeing little growth in cash?  What could be wrong?
          Category  :  Cash, Accounts Receivable, cash flow
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