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      • Forecast Your Future book
      • Speaking Engagements
    • Services
      • CFO Services for Small Businesses
      • Bookkeeping Services for Small Business
      • CFO Services for Marketing Agencies
      • Financial Resources for Small Businesses
      • How Much Does a CFO Cost?
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      The Financial Intelligence Guide

      • The Financial Intelligence Guide
        • 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
        • Feb 8 2021
          Get Your Bookkeeping Current ASAP to Increase Profits

          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 overwhelmed with organizing your business finances? Here are 4 reasons why investing in good bookkeeping can provide you more peace and guidance.
          Category  :  Accounting, Financial Reports, Fractional CFO Services, Taxes, Strategy, Bookkeeping, Where Are You Financially, Vision
        • Nov 9 2020
          What If Businesses Acted Like a Teenager

          What If Businesses Acted Like a Teenager

          Anyone who has raised a teenager knows they can sometimes be challenging. If you have not raised one, try to remember how you thought and acted at that age. What if the business world acted like a teenager? What would happen? The funny thing is that many of us adults act like this from time to time, so you might find this convicting. I know I did.
          Category  :  planning, Strategy, Budgeting, Business Ownership, Vision, Fractional CFO, Goals
        • 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 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
        • Feb 4 2020
          10 Reasons Why Businesses Succeed – Part 2

          10 Reasons Why Businesses Succeed – Part 2

          I am continuing a three-part series on the reason why businesses succeed. If seven out of 10 businesses will not last ten years, what can we do to increase our chances? Check out  Part 1 where we discussed the first three:
          Category  :  Fractional CFO Services, Leadership, Communication, Strategy, Business Ownership, Empowerment, Vision, Focus, Consistency
        • 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
        • Jul 9 2018
          Forecast Your Future Launch Team

          Forecast Your Future Launch Team

           
          Category  :  Fractional CFO Services, Strategy, Discipline, Time Management, Focus, Key Performance Indicators
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