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  • Services
    • Accounting & Bookkeeping
    • Outsourced CFO
  • Solutions
    • Increase Profitability
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    • Raise Capital
    • Cash Flow
  • Case Studies
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ProForma Income Statement

6 (Legal) Ways to Fix Year End Financial Statements and Pay Less Tax

The sun has set on 2017 and your year-end financial statements look a bit gloomy. Maybe you are showing a bad loss – or maybe

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Cash Flow Forecasting … Show me the money!

There’s no getting around it. Businesses run on cash. If you’ve been there you know: when the cash flow stops, the business stops. The amazing thing

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Flash Reports! Great Management Decisions Should be Based on Data

There are so many moving parts to worry about when managing your business. And to make a hard job even harder, accounting systems never seem

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3 Startup Lessons from Vineyard Vines

It’s a common daydream – leaving your job in the corporate world and striking out on your own. Maybe you want to pull the rip

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How to hire a part-time CFO that fits your company culture: A tale of 3 radically different CFOs

Running a company without a CFO is tough – but hiring one can be even tougher. No other role will be so crucial to your

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Will Your Company face Bankruptcy in 2018?

You may not know Edward Altman, but he knows an awful lot about your business — like whether your company will be bankrupt in the

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Crowdfunding Rules: Compare your Options for Equity and Fundraising

Think “Crowdfunding” and you might think of Kickstarter or Indiegogo. Both are good sites, but soon new crowdfunding rules will unlock powerful new options for

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Ready for Apple Pay? Mobile Payments will Finally Reach Small Business

In the seemingly endless parade of new features announced by Apple yesterday was one that should make you sit up and take note. Apple Pay —

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Credit Card Processing Glossary: 10 Terms You Need to Know

If your company engages in credit card processing, then you’re likely well acquainted with the complexity of deciphering a monthly credit card processing statement.

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Hire an Accounting Wizard Without Trying (Part 2)

Last week when I finally decided to hire an accountant, I was up to my ankles in alligators.  The last thing I wanted was the

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Part 3 – Financial Reporting: You Can’t Make Good Decisions with Bad Data

Last time we looked at nine warning signs that your business might need a transformation or major tune-up.  This time we’ll talk about how to get started,

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3Rs: The Secret Sauce for Better Financial Reporting

I’m going to let you in on a secret: The best businesses—those that really boost the wealth and happiness of the business owner—are not built

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7 Ways HR Software Will Change the Way You Work

We’ve written a lot about automating accounting and other core areas of business. That’s great for a financial analysis.  But the best way to understand and

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Put the spark back in your business…with cash flow…really!

CASH CYCLE: (BALANCE SHEET) The Cash Cycle is a snapshot of cash and cash equivalents all through your business. It will help you understand where

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Q:  Sell Your Business … or Die at Your Desk?

“Eventually, every business owner will leave their business… either sitting down at the deal table, or feet first on a stretcher.” That’s one of my

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2017 Tax Deadlines and Calendar

If you’re done celebrating the turn of the calendar, then its time to thing about the 2017 tax deadlines.  Below is a quick calendar of the

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You Can’t Stop Cyber Crime… But You Can Buy Cyber Insurance

  In the wake of the Equifax data theft, Yahoo’s revelation about losing 1 billion customer records, and news about data theft sponsored by the

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Business Lawsuit: Fight, Pay or Settle?

Owning a business exposes you to all kinds of risks — and when things don’t go right, those risks can turn into a lawsuit.  Even

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Succession Planning is Not Enough: The Dangers of Ignoring the Soft Stuff

Every business owner doing succession planning should know these two sobering statistics: First the good news; 97% of professionally drafted succession documents pass wealth to

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13 Essential Google Tools to Improve Business Productivity (and Profits!)

Google is famous for its free and low-cost business tools, including Apps, Maps and Search. But if those are the only Google tools in your

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Cash Handling Procedures: 6 Golden Rules to Reduce Losses

Paying with paper money may be going out of style, but accepting it as payment is still a necessary evil… and a real danger for

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actionable advice

  • Why Mergers Fail: The CFO Role can Make or Break an M&A Deal
  • Keep Tabs on Cash Flow
  • Cash is Not a Dirty Word: 4 Keys to Better Cash Management
  • Optimizing Cash Flow: The Cash Flow Cycle Explained
  • Optimizing Cash Flow for Small Businesses #1 – Onboarding
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