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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
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      The Financial Intelligence Guide

      • The Financial Intelligence Guide
        • Aug 14 2021
          CFO Hacks: How CFOs are Integral to Helping Small Business be Successful

          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 like never before. But, in some cases, it has led to new and exciting opportunities.
          Category  :  Fractional CFO Services, forecasting, CFO Services, Expenses, Outsourced CFO, cash flow, 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 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
        • Oct 26 2020
          The Forgotten Profit Center

          The Forgotten Profit Center

          A few years ago, while working as a marketing company Controller, I found myself in a unique situation. I was a revenue generator. Each month, I would find up to $40,000 in missed billing. How could this happen? In a fast-growing company without consistent systems, this can happen quite quickly.
          Category  :  Cash, forecasting, Billing, Expenses, Fractional CFO, Dashboard
        • 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 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
        • Mar 16 2020
          How Consistent Are Your Finances?

          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 review financials each month consistently to prior months? Do you make decisions using your Income Statement and Balance Sheet with actual results and a forecast?
          Category  :  Cash, Accounting, Fractional CFO Services, forecasting, Expenses, Budgeting, Internal Controls
        • Mar 9 2020
          “Money Goes Away!” Do You Have Control of This?

          “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 stupid quotes like the ones from Jack Handy from “Saturday Night Live” in the 90s. One time my older brother wrote simply “Money Goes Away.” He realized that as he started to earn money, it went away faster than he could imagine or keep track.
          Category  :  Cash, Accounting, Fractional CFO Services, Expenses, Internal Controls
        • Jan 20 2020
          Why Hire an Outsourced Executive?

          Why Hire an Outsourced Executive?

          I read an article recently where Marc Benioff, founder, chairman, and co-CEO of Salesforce, received the following advice from Steve Jobs that was essential to his success.
          Category  :  Fractional CFO Services, Part-time CFO, Strategy, Expenses, Outsourced CFO, Vision
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