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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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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...

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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...

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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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