If you think you can save money by having your bookkeeper handle typical CFO and Controller functions, you may need to adjust your expectations. We’ve often seen business owners oversimplify what it takes to manage a growing firm's accounting and finance function.  It goes beyond just pretty books and beautifully...

You may want to hold off on filing for your PPP Loan Forgiveness, there are potentially big tax credits available to you.

Use these metrics and measurements to help you make the decision.

Understand all the costs you need to consider before bringing someone on board in these uncertain times

Services: CFO We worked with a tech startup that was seeking a Series A round and wanted a second look at the financial models they had used for their pitch deck. We like to joke that the founder who has to handle the finances for a company drew the short...

Set yourself up for 2021 with these steps

Services: CFO/Advisory While it is flattering for an investor to show interest in a company, it doesn’t always mean it’s a good move. When our client was approached by an investor we helped him take a step back and look at the offer from an objective, unemotional perspective. It triggered...

The ROI on a CFO can be vague, but here are ways the most successful ones pay for themselves

When you are forecasting during turbulent times, there are a few things you need to consider. https://www.youtube.com/watch?v=Ly6rT4ICQms&feature=emb_title

If your daily routine includes checking your sales numbers and bank balances, and using them to judge that your business is doing OK, you may be doing yourself a huge disservice. Due to a lack of confidence in their financial system or not knowing how to do it any differently,...