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      • Forecast Your Future book
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    • Services
      • CFO Services 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
        • 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
        • 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
        • May 11 2020
          Sign up to learn how to predict your cash flow (and more)

          Sign up to learn how to predict your cash flow (and more)

          Would you like to be able to easily predict your future cash flow?  And maybe even improve it?
          Category  :  Cash, Accounting, Fractional CFO Services, forecasting, Outsourced CFO
        • May 5 2020
          “Necessary to support ongoing operations”

          “Necessary to support ongoing operations”

          There has been additional scrutiny over people that have taken the Paycheck Protection Program (PPP) loan in the last few weeks. It all boils down to one somewhat gray certification on the application.
          Category  :  Accounting, Financial Reports, Fractional CFO Services, forecasting, Part-time CFO, Risk, Outsourced CFO, Bookkeeping
        • Jan 27 2020
          10 Reasons Why Businesses Succeed – Part 1

          10 Reasons Why Businesses Succeed – Part 1

          Recently on an episode of Shark Tank, four different start-ups were looking for investors and cash. One business made socks that do not easily fall off of children, and another company developed a high-quality charging pad. There was a business that made jewelry out of loved ones or even pets that passed away and another business that sold polo shirts that didn’t wrinkle, fade, or stain. Will all these businesses succeed?  They all seemed like good ideas, but statistically, seven out to 10 businesses fail in 10 years. I found a site that listed 10 ‘Shark Tank’ failures. These failures ranged from legal issues, working relationship challenges with investors, and cash flow challenges.
          Category  :  Cash, Fractional CFO Services, forecasting, Strategy, Business Ownership, Outsourced CFO
        • 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
        • 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
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