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3-Steps to Extracting Cash from Your Business Inventory

By |2018-11-16T12:31:26+00:00November 16th, 2018|CFO|

I’m the CFO that 6- and 7-figure entrepreneurs call when they want to get to the next level in their businesses; and I help them get there by focusing on cash flow.  By that I mean providing clear visibility into the next weeks and months of bank balances so that business owners can make [...]

3-Steps to Finding Cash in the Money You OWE

By |2018-11-16T12:31:15+00:00November 16th, 2018|CFO|

I’m the CFO that 6- and 7-figure entrepreneurs call when they want to get to the next level in their businesses; and I help them get there by focusing on cash flow.  By that I mean providing clear visibility into the next weeks and months of bank balances so that business owners can make [...]

A Small Business Owner’s Guide to Financial Confidence

By |2018-03-20T10:32:56+00:00March 15th, 2018|News & Info|

Morgan James’s new release, Your First CFO: The Accounting Cure for Small Business Owners by Pam Prior, provides small business owners the information and insights they need to control their finances rather than having their finances control them. As an experienced industry chief financial officer, sought-after coach, podcast host, and international speaker, Pam has worked [...]

Drowning in Data with No Helpful Information

By |2017-09-09T09:53:09+00:00September 9th, 2017|Bookkeeping|

“I’m drowning in bookkeeping data but have absolutely no good financial information about my business!” Sound familiar?  Maybe you’re getting monthly financial reports but nothing comes together to draw a picture for you of what’s really happening inside your business.  You’re not alone! So many business owners are in this same spot: in businesses [...]

Running On Empty

By |2017-08-31T16:18:07+00:00August 20th, 2017|CFO|

Whether you’re a start-up entrepreneur, or owner of a 9-figure mature businesses, there are circumstances that can cause you to run out of cash.  It just happens. It obviously happens in new businesses, because there is no income in the beginning. But it also happens in more mature businesses, because of ill-planned growth, leakage, [...]

The Secret Ingredient of High-Performing Finance Teams

By |2017-06-07T12:42:35+00:00June 6th, 2017|CFO, News & Info|

Some time ago, I was hired as the CFO of a company with about 200 employees, 12 of whom were on the finance team. When I got there, the executive leadership team believed they had a litany of “issues” with the finance team: They didn’t deliver reports on time The information they provided was inconsistent [...]

When Should You Expect Your Monthly Financial Reports?

By |2017-06-07T12:43:32+00:00May 25th, 2017|CFO, News & Info|

As a business owner, you might be wondering how early you can reasonably expect your monthly financial reports. Should you get them by the 5th workday? The 10th workday? In the middle of the month? When is the optimal time to review them, and can you get them that early? The answer is surprisingly simple: [...]

The Business Owner’s Guide to 5 Assumptions About Part-Time CFOs

By |2017-06-07T12:44:15+00:00May 16th, 2017|CFO, News & Info|

When it comes to hiring part-time CFOs, there are, as you would expect, many different perspectives, experiences, and opinions. You hear whispers of: “A part-time CFO will cost you an arm and a leg!” “Good luck with that… they just don’t know your business well enough.” “You’re better off hiring someone full time to lead [...]