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Entrepreneurs: Cash for Growth and Where to Find It

By |2019-01-15T01:56:04-05:00January 24th, 2019|Consulting, News & Info|

When 6- and 7-figure entrepreneurs want to get to the next level in their businesses, I’m the CFO they call.  I help them get there by focusing on cash flow.  We make sure that owners leverage their cash flow, so they can become more profitable, pay down their debt, and grow faster. One of [...]

Chutes and Ladders…Remember That Game? It’s As Much Fun in Finance!

By |2019-01-15T01:55:54-05:00January 22nd, 2019|Consulting, News & Info|

When 6- and 7-figure entrepreneurs want to get to the next level in their businesses, I’m the CFO they call to help them leverage their cash and pay down debt to grow their business. Most entrepreneurs, when we start out, have a long-term goal for our businesses.  Whether it’s 6 figures in revenue, 7 [...]

Where Cash May Be Hiding in Your On-Line High-Ticket Coaching Business

By |2019-01-15T01:55:01-05:00January 15th, 2019|Consulting, News & Info|

In order for 6- and 7-figure revenue entrepreneurs get to the next level in their businesses, there is just no escaping the need to understand cash flow. Specifically, you need to know: How much cash you need to run your business Where it’s coming from, and When it’s arriving. Whether the company I’m working [...]

A Small Business Owner’s Guide to Financial Confidence

By |2018-03-20T10:32:56-04:00March 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 [...]

The Secret Ingredient of High-Performing Finance Teams

By |2017-06-07T12:42:35-04:00June 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 |2017-06-07T12:43:32-04:00May 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 |2017-06-07T12:44:15-04:00May 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 [...]

Should the Founder Run the Grown Up Business?

By |2017-06-07T12:44:49-04:00May 9th, 2017|Consulting, News & Info|

A significant portion of a business’ initial success is directly tied to the skill set, relentless drive, and vision of the company’s founder. There is no doubt that it is a small handful of people who have what it takes to create a business from nothing but a dream. So the good news is that [...]

Three Steps to Meaningful Accounting Reports

By |2017-06-07T12:45:18-04:00May 2nd, 2017|CFO, News & Info|

Every step of your accounting process was created with the best intentions. There was a problem, and someone solved it. But over time (and it’s a lot less time than you think), business processes change. You hire new people, you have a change in leadership, and slowly but surely, you start to make micro-adjustments to [...]

Don’t Put the Bandaid on the Messenger When the Patient Needs the Cast (Or Why Accounting and Change Management Go Hand-in-Hand)

By |2017-06-07T12:45:58-04:00April 25th, 2017|Consulting, News & Info|

In 2002, following the whole Enron fiasco, the Sarbanes-Oxley Act was signed into law. This new legislation set new requirements for all US-based public companies, management, and company boards with regards to — you guessed it — controls that lead to accurate financial reporting. It placed a new level of responsibility on CFOs and CEOs [...]

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