Stop Settling for Saving Money…

Forecasting, Growth, Strategic

… Start Focusing on Strategies that will Make you more Money. In today’s business landscape, you will hear a familiar promise from countless vendors and advisors: “We’ll save you money.” It has become a default tagline.  Whether it is a...

How to Get the Most Out of Your CFO

Finance, Operations

In today’s fast-paced business environment, a Chief Financial Officer (CFO) is far more than a financial gatekeeper—they are a strategic partner who can help drive growth, shape long-term vision, and steer the company through uncertainty. But simply having a CFO is...

Building a Finance-First Culture: It’s About People, It’s About Intention

Finance, Strategic

In business, it is easy to get caught up in the day-to-day operations—managing employees, fulfilling customer needs, and meeting deadlines. But in all this hustle, it is crucial to remember that we are in business not just for the products or services we offer, but as...

Regular Financial Statement Review: The Business Superpower You Should Unleash

Finance, Operations, Strategic

Running a small business is no joke.  Between juggling sales, operations, and managing your team, it’s easy to let financials fall to the bottom of the to-do list.  But here’s the truth: reviewing your financial statements every month is a game-changer.  In fact, it...

Having an External Financial Officer is Crucial for a Successful Acquisition Strategy

Acquisitions, Banking, Strategic

 Acquisitions can be one of the most effective ways to grow your business quickly, expand your market reach, and increase revenue (and profitability) streams.  But they’re also complex, resource-intensive, and full of potential pitfalls.  Navigating the...