Top 5 Accounting Mistakes

When you’re running a small business, every dollar counts. But one overlooked receipt or misclassified transaction can quietly chip away at your profits — and over time, the cost can be staggering. Accounting mistakes don’t just mess up your books; they can lead to poor decisions, missed tax deductions, and even compliance issues. Below, we … Read more

Fractional CFO-min

Running an expanding business means continually balancing new burdens. While your operations get bigger, your financial intricacies grow too—cash flow management, budgeting, forecasting, investor reporting, and scaling tactics. But paying for a full-time CFO can seem out of reach. Come in the Fractional CFO—a strategic solution that provides high-level financial acumen without the expense of … Read more

Most business owners treat the Chart of Accounts (COA) as something they set up once and then ignore. It’s usually just a list of categories used to record income and expenses in accounting software. But if the COA isn’t organized well or hasn’t been updated in a while, it might be causing more problems than … Read more

Financial Forecasting

In a business world full of uncertainties, relying on gut instinct won’t cut it. You need solid data clear information, and insights that look ahead to remain competitive. That is where financial forecasting steps in. It’s not just a tool to plan budgets—it works as a strategic guide to help businesses make better decisions at … Read more

Your processes seemed to be working well and your business tasks felt streamlined, but recently your employees have faced more challenges or things don’t seem as efficient as they once were. If your small business feels like this, it is likely time to look back at those processes and analyze how well they are working … Read more

Any owner of a small business knows exactly how many hours are in a day – and how many more they would like to add. When running a business, there is more than enough to fill the day-to-day.  Due to that overwhelming schedule, tracking financials are placed farther down on the list, or the owner … Read more

The cloud has changed the way we conduct our lives, both personal and professional. You may not even think about how often you use the cloud on a daily basis, whether it is through social media apps, mobile banking, or checking email.  Many businesses continue to use more traditional accounting systems. Yet, cloud accounting continues … Read more

As your business begins to grow, financial tasks are simply added to your to-do lists and are, for the most part, manageable. The growth continues, yet, as the owner, your priorities are building a skilled team to maintain that growth and expanding a client base. Now, when you need even more financial expertise, you have … Read more

A Fractional CFO is a perfect solution for a growing company without the resources or need for a full-time Chief Financial Officer. They have the expertise and experience to take your business to the next level while you remain focused on the aspects of your business you are passionate about. However, though Fractional CFOs are … Read more

Traditionally, most people have assumed that hiring a Chief Financial Officer (CFO) is something only large-scale businesses have the ability to do. However, over the past 15 years, Fractional CFOs have risen in popularity as a way to make CFO services available to any sized business. The truth is that every business will benefit from … Read more