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Financial Intelligence Guide

Gain clarity by staying on top of key financial issues that can impact your your SMB.


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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...

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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...

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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...

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The Forgotten Profit Center

A few years ago, while working as a marketing company Controller, I found myself in a unique...

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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?...

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How Consistent Are Your Finances?

Do you wait months after the end of the month to see how you are doing financially? Are you able to...

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“Money Goes Away!” Do You Have Control of This?

I remember as a kid, we had a whiteboard where we would write funny sayings.  We would make up...

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