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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 13 2020
          3 Ideas to Make Your Business More Prepared for a Recession

          3 Ideas to Make Your Business More Prepared for a Recession

          It never hurts to be prepared for a potential downturn in the economy. Based on our History of U.S. Recessions, there have been three downturns in the last 30 years, and of course, nobody can forget the Great Recession of 2008-09. It would be in the best interest of any business to be more recession-proof so you can withstand economic challenges.
          Category  :  Cash, Determine Your Destination, forecasting, Diversification, Risk, Scenario Analysis, Recession
        • Jan 6 2020
          How These Predictions Will Affect Businesses

          How These Predictions Will Affect Businesses

          The Last Decade Before discussing predictions for the next ten years, think back over the last ten years. What has changed in business? How has it affected how you work and stay competitive?
          Category  :  Fractional CFO Services, Determine Your Destination, Predictions, finance, Business Ownership, Outsourced CFO, Vision
        • Dec 30 2019
          One Way to Meet Your Goals Next Year

          One Way to Meet Your Goals Next Year

          If I could boil down into one word what best helps us meet our goals, it would be FOCUS. The problem is that it is so hard to focus because there are so many distractions. We have phones, emails, screens galore and little time to just reflect and focus.
          Category  :  Fractional CFO Services, Determine Your Destination, Momentum, Discipline, Focus
        • Dec 23 2019
          Top 10 Things to Do at Year-End – Part 2

          Top 10 Things to Do at Year-End – Part 2

          We are going through the top 10 things that any small business should do at year-end so you can end this year well and launch into the next year with positive momentum.
          Category  :  Fractional CFO Services, Determine Your Destination, forecasting, Assess and Adjust, Expenses, Goals, Consistency
        • Dec 9 2019
          How a Frozen 2 Song Inspired Great Business Advice

          How a Frozen 2 Song Inspired Great Business Advice

          Recently my family went to see Frozen 2. There was a part in the movie where Anna and Olaf were stuck in a cave with no way out.  Of course, for a Disney movie, this is an opportunity to break out into song. The premise of the song was when you don’t know what to do, you just do “The Next Right Thing”. This is great advice for many decisions, but I thought it was quite applicable to small businesses.
          Category  :  Fractional CFO Services, Determine Your Destination, forecasting, Assess and Adjust, Business Ownership, Goals
        • Nov 26 2019
          The Best Way to Increase Clarity over the next 12 Months

          The Best Way to Increase Clarity over the next 12 Months

          The holidays are here. We are spending time with family, eating turkey, buying presents, and just enjoying the holiday season. As the year comes to an end, there may be this unclear feeling in your mind. Do you want to expand? Do you want to hire employees? Do you need to make some cost reductions? Do you need to start the next year with an increased focus on business development? There are so many things to consider. How do you increase this clarity? What do you do?
          Category  :  Fractional CFO Services, Determine Your Destination, forecasting, Revenue, Budgeting
        • Sep 9 2019
          Can We Predict Our Future?

          Can We Predict Our Future?

           
          Category  :  Fractional CFO Services, Determine Your Destination, forecasting, Part-time CFO, Assess and Adjust, Goals
        • Jun 10 2019
          Do Non-Profits Need a Forecast Model?

          Do Non-Profits Need a Forecast Model?

           
          Category  :  Fractional CFO Services, Determine Your Destination, forecasting, Where Are You Financially, Nonprofits, Church Finances
        • Jan 21 2019
          Are You a Reactor, Worker, Dreamer or Leader?

          Are You a Reactor, Worker, Dreamer or Leader?

          Are you strategic in how you handle your business or life?  Are you spending your time on the right things?  Or you are more tactical in that you spend more time doing and getting your work done?
          Category  :  Fractional CFO Services, Determine Your Destination, Part-time CFO, Goals
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