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Financial Intelligence Guide

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


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Process & Controls

Have You Heard of the ERTC?

What is the Employee Retention Tax Credit (ERTC) and how can it benefit my business?

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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...

Read More 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...

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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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Keep the Cash Coming: The 3 Requirements in Billing & Collections

Back in 2005, I took a position as a Controller for a small online marketing agency. We had some...

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Where Is Your Cash Going? Understanding Cash Flow

Do you wonder where your cash is going?

We know revenue drives the business, the expenses, and...

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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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Do You Know if Your Price is Right?

Price increases are usually subtle over time, mainly due to inflation.  If you are not annually...

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How Does a Fractional CFO Help Your Small Business?

Fractional CFO’s have become increasingly important to most small businesses. Almost all businesses...

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