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

      • The Financial Intelligence Guide
        • 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
        • Jan 4 2021
          A CFO's Perspective of the COVID-19 Relief Bill

          A CFO's Perspective of the COVID-19 Relief Bill

          As you probably know, Congress passed, and President Trump signed a new $900 billion COVID-19 relief bill into law. I wanted to provide a quick recap of what this means for your business from a CFO's perspective. 
          Category  :  Taxes, SBA Loan, Bookkeeping, Fractional CFO
        • 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
        • Jul 20 2020
          Important Small Business Cash Updates

          Important Small Business Cash Updates

          Updated: July 20, 2020 You have probably heard of the Paycheck Projection Program now from the CARES Act. There have been some recent changes that are important for your cash and forgiveness of loans. Paycheck Protection Program (PPP) Loan Update
          Category  :  Cash, Fractional CFO Services, Taxes
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