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Financial Intelligence Guide

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Small Businesses & Service Firms

The Hidden Gem of Working with a Fractional CFO

"Succeeding in business is all about making the right connections." – Richard Branson , founder of...

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Risks and Challenges of Your Business Not Using a CFO in 2024

In the dynamic business environment of 2024, small and medium-sized businesses (SMBs) encounter...

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The Small Business Challenge in 2024

Working with small businesses, I noticed many unusual business practices over the last few years....

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AI in Financial Services: Bridging Efficiency and Expertise

The Secret of Change Is to Focus All of Your Energy, Not on Fighting the Old, But on Building the...

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Mastering Small Business Cash Flow: Expert Insights for Success

When I was a teenager, we had a dry erase board in our kitchen where we would write funny quotes....

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Bigger vs. Better: The Power of Small Businesses

Back in 2016, I penned my thoughts on the prevailing notion that "bigger is better" in the...

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Fighting Business Fires: Learn from Wildfire Tactics for Success

Have you noticed the escalating prevalence of news about wildfires lately? The growing trend of...

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3 Ways to Prepare your Business for a Recession

As a business owner, it's crucial to be prepared for a potential downturn in the economy. The past...

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Five Ways to Grow Your Business to the Next Level

As a former boys’ basketball coach, I taught my players the Give & Go play, where teamwork allows...

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