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Outsourced CFO – Worth the Investment?

By |2020-08-16T23:46:18-04:00January 24th, 2017|CFO, News & Info|

It’s been a long day, and you have a critical meeting with your banker tomorrow. She expects to see the financials from last months close, as well as your rolling forecast in order to consider granting the loan that you are requesting. Your blood is boiling, though, because your bookkeeper just informed you that your [...]

Is Hiring A Virtual Bookkeeper the Right Choice for Your Business?

By |2020-08-16T23:46:18-04:00January 17th, 2017|Bookkeeping, News & Info|

“Should I hire a virtual bookkeeper?” It’s a common question from new business owners with limited funds, but the term “virtual bookkeeper” often rubs people the wrong way. A virtual bookkeeper is simply a bookkeeper who isn’t on site with you. They do your bookkeeping remotely, either through an online service or a hosted service. [...]

What Your Accounting Problems Are Really Telling You

By |2020-08-16T23:46:18-04:00January 10th, 2017|Bookkeeping, News & Info|

What if I told you most of your accounting problems aren’t really accounting problems? They’re merely an indication of problems with your processes and systems. The reality is that your bookkeeping process should be a virtual reflection of everything that’s physically happened in your company; of everything that has added value, created expense, or both. [...]

Accountant, Bookkeeper, or CFO: Which Do You Need?

By |2020-08-16T23:46:20-04:00January 3rd, 2017|Consulting, News & Info|

Do I need an Accountant, Bookkeeper, or CFO? This is one of the most common questions we receive. In this post, we’ll define these key roles for you and help you decide which is the right choice for your business. What’s The Difference Between These Roles, And What Should You Expect From Them? 1. Bookkeeper [...]

When Is the Right Time to Outsource Your Accounting?

By |2020-08-16T23:46:18-04:00December 27th, 2016|Bookkeeping, News & Info|

The First Step Changes Everything My new job: It was great on paper! I loved the people I met in the interview process; the compensation was right; and the challenge was exactly what I love and at which I excel. But, like so many of you who are entrepreneurs, after a while, despite the fact [...]

Great CFO’s Build Bridges

By |2020-08-16T23:46:18-04:00December 20th, 2016|CFO, News & Info|

Picture this: you have a family-owned company that’s been in business for 20 years. Cousin Jimmy has been keeping your books for you. He’s reliable, friendly, and he knows math. You’re getting frustrated, however, because you can’t get the information from him that you need to grow your business. Your bank asks you questions about [...]

The Biggest Finance Problem Growing Businesses Face (And How to Solve It)

By |2020-08-16T23:46:19-04:00December 13th, 2016|Consulting, News & Info|

If you’re like most business owners, you have a gut feeling for how to grow your business. You can anticipate some of the problems around the risks with the economy, your market, your competition, and internally. But without a good understanding of your numbers, there are some key issues you might overlook. A good example [...]

How to Hire The Right Finance Role As Your Business Grows

By |2020-08-16T23:46:17-04:00November 22nd, 2016|CFO, News & Info|

One of the most difficult decisions small business owners face is determining what level of financial experience they need in their business. Do you need a CFO to manage the complexity of your accounting and reporting? Or simply a bookkeeper to keep track of your expenses? In this post, I’ll walk you through the most [...]

12 Questions to Ask Yourself Before Hiring an Outsourced CFO

By |2020-08-16T23:46:19-04:00November 15th, 2016|CFO, News & Info|

Pop quiz: Which of these situations needs a CFO? You’re a Small- to Mid-size Business owner and the monthly accounting reports are late… AGAIN! Your bookkeeper won’t respond to your emails by the time you can finally look at them, and you’re beyond frustrated. You know in the back of your head that the bookkeeper [...]

3 Tools to Automate Your Financial Services and Save 40 Hours a Month

By |2020-08-16T23:46:19-04:00November 8th, 2016|CFO, News & Info|

You know them when you see them: the businesses that live in the tech world of a decade (or more) ago. The businesses with three different positions dedicated to hand-paying invoices, filing hard copies, mailing checks for signatures, and stamping paid on the invoice, when ALL of that effort could be redeployed to more value-adding [...]

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