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    • About Us
      • Forecast Your Future book
      • Speaking Engagements
    • Services
      • CFO Services for Small Businesses
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      • 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
        • 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
        • 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
        • 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
        • Nov 9 2020
          What If Businesses Acted Like a Teenager

          What If Businesses Acted Like a Teenager

          Anyone who has raised a teenager knows they can sometimes be challenging. If you have not raised one, try to remember how you thought and acted at that age. What if the business world acted like a teenager? What would happen? The funny thing is that many of us adults act like this from time to time, so you might find this convicting. I know I did.
          Category  :  planning, Strategy, Budgeting, Business Ownership, Vision, Fractional CFO, Goals
        • Sep 14 2020
          5 Ways a Fractional CFO Can Help a Marketing Agency

          5 Ways a Fractional CFO Can Help a Marketing Agency

              Do you ever wonder how profitable your clients are? Are you confused with your cash flow? Does it fluctuate a lot, or do you have to use a line of credit regularly?
          Category  :  Cash, Financial Reports, Fractional CFO Services, forecasting, Expenses, Business Ownership, Uncategorized, Consistency
        • 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
        • Apr 13 2020
          5 Lessons from a Turnaround Specialist

          5 Lessons from a Turnaround Specialist

          Not long ago, before the quarantine, I met an interesting Uber driver in Nashville. We had a long drive to the airport, so I got to know him and ask some questions. He was from England and had spent his career turning around 12 companies all over Europe and the United States. The last company he turned around was in Nashville, and then he retired. He said that all the companies were at a point of complete collapse. They were possibly weeks away from bankruptcy.
          Category  :  Fractional CFO Services, forecasting, Leadership, Assess and Adjust, Business Ownership
        • Feb 10 2020
          10 Reasons Why Business Succeed – Part 3

          10 Reasons Why Business Succeed – Part 3

          If seven out of ten businesses will not last ten years, what makes businesses succeed? With research and experience, I have come up with a list of the top 10 reasons businesses succeed.
          Category  :  Fractional CFO Services, Momentum, Business Ownership, Business Development, Consistency
        • Feb 4 2020
          10 Reasons Why Businesses Succeed – Part 2

          10 Reasons Why Businesses Succeed – Part 2

          I am continuing a three-part series on the reason why businesses succeed. If seven out of 10 businesses will not last ten years, what can we do to increase our chances? Check out  Part 1 where we discussed the first three:
          Category  :  Fractional CFO Services, Leadership, Communication, Strategy, Business Ownership, Empowerment, Vision, Focus, Consistency
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        • Are You Losing Your Margins? Part 2
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