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      • Forecast Your Future book
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    • Services
      • CFO Services for Small Businesses
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      • 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
        • Aug 31 2020
          Do You Know if Your Price is Right?

          Do You Know if Your Price is Right?

          Price increases are usually subtle over time, mainly due to inflation.  If you are not annually reviewing and increasing prices, you will likely see margins decrease. Usually, you can increase your prices up to 7% annually before most customers notice or complain.  However, this varies by industry.
          Category  :  Accounting, Financial Reports, Fractional CFO Services, forecasting, Productivity, Profit, Pricing
        • Aug 17 2020
          The Importance of Client Profitability and How You Can Improve Yours

          The Importance of Client Profitability and How You Can Improve Yours

          Do you own or manage a business, and desire to improve profitability?
          Category  :  Fractional CFO Services, Productivity, Client Profitability, Profit, Communication, Business Ownership, Outsourced CFO
        • Aug 10 2020
          How Does a Fractional CFO Help Your Small Business?

          How Does a Fractional CFO Help Your Small Business?

          Fractional CFO’s have become increasingly important to most small businesses. Almost all businesses have a tax CPA to help them file their tax returns. As companies grow, they typically outsource to a bookkeeping firm or hire an entry-level office manager or accountant. So then why should any business need a fractional CFO? I have found that once a business is over $1-2 million in revenue, it makes sense to hire a fractional CFO, especially if you have these questions.
          Category  :  Accounting, Financial Reports, Fractional CFO Services, forecasting, Taxes, Productivity, Leadership, Part-time CFO, Strategy, Expenses, Budgeting, Internal Controls, Outsourced CFO, Bookkeeping
        • Jul 27 2020
          Moving QuickBooks Desktop to Online Experience

          Moving QuickBooks Desktop to Online Experience

          I have recently had to move some complicated QuickBooks (QB) Enterprise companies to QB Online for some clients. I like QB Online because of the lower cost and flexibility for remote work and access to different users. There are some Pros and Cons that need to be considered, but lately, the Pros to moving are making it worthwhile. Check out more of the Pros and Cons in my article titled QuickBooks Online vs. Desktop? What’s Better?
          Category  :  Accounting, Fractional CFO Services, Savings, Productivity
        • Jul 20 2020
          Important Small Business Cash Updates

          Important Small Business Cash Updates

          Updated: July 20, 2020 You have probably heard of the Paycheck Projection Program now from the CARES Act. There have been some recent changes that are important for your cash and forgiveness of loans. Paycheck Protection Program (PPP) Loan Update
          Category  :  Cash, Fractional CFO Services, Taxes
        • Jul 12 2020
          9 Ways to V-Curve Your Business (Part 3)

          9 Ways to V-Curve Your Business (Part 3)

          Over the last few articles, we have been going through nine ways to V-curve your business. How can we bounce back during this COVID recession?
          Category  :  Cash, Fractional CFO Services, Revenue, Value Added
        • Jun 30 2020
          9 Ways to V-Curve Your Business (Part 2)

          9 Ways to V-Curve Your Business (Part 2)

          Last time we discussed the first three ways to V-Curve your business amid this financial crisis. Many businesses saw their business dry up, and their pipeline of new opportunities dwindle. Depending on your industry, you are feeling this crisis differently. Some industries may be experiencing a lag effect, so you need to be prepared.
          Category  :  Cash, Fractional CFO Services, Discipline, Business Development
        • Jun 22 2020
          9 Ways to V-Curve Your Business (Part 1)

          9 Ways to V-Curve Your Business (Part 1)

          Amid the current COVID recession, we are all hoping the economy does more of “V Curve” rather than a “Nike Swoosh.” The V-Curve would be a quick bounce-back of the economy at previous levels. The “Nike Swoosh” is more of a slow incline that takes longer to recover. We certainly cannot control the economy in total, but we can manage our own business. As I meet with clients, we discuss ways to pivot and grow even amid economic headwinds.
          Category  :  Cash, Accounting, Financial Reports, Revenue, Assess and Adjust, Business Development, Vision, Focus
        • May 18 2020
          Who Will Be the Recession Winners?

          Who Will Be the Recession Winners?

          Have you wondered who will be the winners and losers during this current recession? Okay, maybe it hasn’t been officially announced that we are actually in a recession, but I am sure we will be after the 2nd quarter. Some industries will do better, such as grocery stores that deliver, swimming pool companies, online learning platforms, video conferencing services, and online gaming and entertainment. Sometimes companies can just be lucky to be in the right place at the right time. But what can we do if we aren’t one of the “lucky” ones? Can we do anything to increase our odds of surviving or growing in this economy?
          Category  :  Fractional CFO Services, forecasting, Revenue, Productivity, Assess and Adjust, Where Are You Financially, Business Development, Vision
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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
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        • Are You Losing Your Margins? Part 1

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