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...

We helped convert a web app developer’s accounting system to one that would produce accurate job costing records and yielded product line profitability. We also restructured his financials to give him insights and allow him to scale. Lastly, we developed a budget, set monthly closing schedules, created regular reporting with...

We worked with a blockchain startup that had been operating for a year but had kept no formal accounting system other than several spreadsheets in various locations. We took his “digital shoebox,” set up his general ledger, prepared his books for taxes, and gave him credible financials to present to...

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

After working with a mid-market service-based company for a few years, and maximizing the use and functionality of QuickBooks and relevant apps, it was time to upgrade them to an ERP. The client needed an integrated solution that handled the full order to cash process, from a CRM to scheduling,...

To achieve your desired profit margins, you need to be systematic when setting and evaluating your pricing. If you're like most entrepreneurs, you may think you suck at setting your prices. You may have settled into a pricing methodology that fits snugly in the middle-ground of your competition: like Goldilocks...

You can’t build a five-story building on a one-story foundation.

Ask These 5 Questions to Find Out

You're celebrating because you just received funding and your project is finally getting real. You have a little more breathing room in your bank account and you are ready to accelerate your software development. Life is good! … But, hang on for one second and consider that if things were...

You have the greatest tech in the world, but will you be able to sell it? While not as exciting as digging into your code and getting it to work, it is critical that you make sure all the hard work, money and headaches you are about to encounter can...