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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
        • 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
        • Feb 8 2021
          Get Your Bookkeeping Current ASAP to Increase Profits

          Get Your Bookkeeping Current ASAP to Increase Profits

          Do you wonder how your business is doing this year, but you are behind in your bookkeeping? Are you overwhelmed with organizing your business finances? Here are 4 reasons why investing in good bookkeeping can provide you more peace and guidance.
          Category  :  Accounting, Financial Reports, Fractional CFO Services, Taxes, Strategy, Bookkeeping, Where Are You Financially, Vision
        • 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
        • Jan 10 2021
          Bill.com is the Accounting App That Saves the Most Time

          Bill.com is the Accounting App That Saves the Most Time

          Bill payments can be overwhelming with all their steps and processes. As a CFO, I am always looking for ways to improve processes and save time. If I can do this while improving internal controls, then this is a Win-Win. I've found the best way to do just this with bill payments! 
          Category  :  Accounting, Fractional CFO Services, Reach Financial Goals Faster, Time Management, Bookkeeping, Value Added
        • Oct 5 2020
          The Importance of Mentorship

          The Importance of Mentorship

          A while back, I used to go to McDonald’s to meet with some friends every Saturday morning. I noticed an older man who would be there every time reading his Bible and praying.
          Category  :  Fractional CFO Services, Leadership, Communication, Mentorship
        • Sep 27 2020
          5 Financial Modeling Myths

          5 Financial Modeling Myths

          Do you have a financial forecast model in your business that is updated regularly?
          Category  :  Accounting, Financial Reports, Fractional CFO Services, forecasting, Reach Financial Goals Faster, Uncategorized
        • 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 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
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