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  • Services
    • Accounting & Bookkeeping
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  • Solutions
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    • Cash Flow
  • Case Studies
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Ten Myths about Business Loans

Do you know the truth about business loans? In today’s click-to-borrow culture, why is it that talking about debt seems like the last great taboo?

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Is Your Business Bitcoin-Ready?

In the next two years, a third of small business owners believe cryptocurrencies like Bitcoin, Ether and Litecoin, will be available as a method of payment

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Small Business Fraud: 5 Things You Must Do to Protect Your Business Now

Every year, 66% of small businesses fall victim to some level of fraud. Not all of them know it. Some never will. The damage may be

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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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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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Charlotte, NC 28226

Phone: (980) 819-0510

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