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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
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      • How Much Does a CFO Cost?
    • Financial Intelligence Guide
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      The Financial Intelligence Guide

      • The Financial Intelligence Guide
        • Apr 19 2021
          Are You Losing Your Margins? Part 1

          Are You Losing Your Margins? Part 1

          As the economy is starting to recover from the pandemic, many businesses are facing the following problems:
          Category  :  Profit, Strategic Planning, financial
        • Feb 15 2021
          Don’t Believe these 10 Financial Myths

          Don’t Believe these 10 Financial Myths

          Have you heard the following myths regarding accounting and finances?
          Category  :  forecasting, Profit, financial, Strategy, Financial freedom, Business Ownership
        • Sep 21 2020
          How Sellable is Your Company?

          How Sellable is Your Company?

          8 Ways to Make Your Company More Valuable Have you considered selling your business? Or, are you already set on selling?
          Category  :  Revenue, Reach Financial Goals Faster, Profit, Strategy
        • 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
        • May 8 2017
          Profit Matters

          Profit Matters

          5 Ways to Focus on Profits  As a business owner, do you feel you are not getting paid what you are worth? Have you not taken a profit distribution in years or not even know what a profit distribution is? Do you dread tax time because you do not have enough to pay your taxes regularly? Have you bought into the lie that that best way to grow your business is through bank loans or investors?
          Category  :  Cash, Fractional CFO Services, Savings, forecasting, Productivity, Dashboards, Profit, Budgeting, Time Management, Vision
        • Apr 10 2017
          Drudgery or Freedom

          Drudgery or Freedom

          How To Make Finance Fun When taking a course called “Free to Focus” by Michael Hyatt, I noticed a common theme. People consider accounting & finance to be drudgery.  Hyatt asks us to separate our activities into four zones.  The Desire Zone, Disinterest Zone, Drudgery Zone, and Distractions Zone. I won’t go into details on all the zones but the Drudgery Zone contains activities in which people do not have a passion or proficiency.
          Category  :  Fractional CFO Services, Savings, Productivity, Automation, Profit, Strategy, Organization, Learning, Vision, Debt
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        Recent Blog Posts

        • The Impending Cash Crunch
        • CFO Hacks: How CFOs are Integral to Helping Small Business be Successful
        • Are You Losing Your Margins? Part 2
        • Improving Your Business's Cash Flow
        • Are You Losing Your Margins? Part 1

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