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Strategic Financial Vision - Mastering the Basics of Cash Flow Planning cash flow financial best practices planning process improvement scale your business

 

[Listen to the Podcast version here]

 

Are you tired of guessing what your future cash flow will be and consistently being way off the mark, throwing all your growth plans out the...

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Planning for the Future with an Eagle Eye mindset planning scale your business

[Listen to the Podcast version here]

Today, I’m going to talk about fine tuning the vison you have as CEO of your business.

The first step of that process is acknowledging that you are the...

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Get a Head Start on Your 2024 Financial Goals cash flow mindset planning

 

[Listen to the Podcast version here]

 

2024 is right around the corner!

As a business owner, I know this is a busy time. But it’s also the perfect time to prepare for next...

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How to increase cash flow in 30 days or less cash flow financial best practices planning process improvement

 

[Listen to the Podcast version here]

 

Today we’re talking about everyone’s favorite topic: cash flow!

Cash flow is the life blood that keeps our businesses running.

...

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Tax Savings Strategies For Year End cash flow financial best practices planning taxes

 

[Listen to the Podcast version here]

 

If you’re wondering what you can do to pay less taxes this year even though it’s already November, you’re in the right...

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Use These 5 Cash Flow Metrics to Improve Your Cash Flow cash flow financial best practices financial statements planning

 

[Listen to the Podcast version here]

 

Lack of cash flow is the #1 reason businesses fail.

One of the reasons for this is that many small business owners don’t know how to...

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5 Questions You Can't Answer If Your Books Are A Mess cash flow financial best practices financial statements planning taxes

 

[Listen to the Podcast version here]

 

About a week ago, the 2022 tax season ended.

Which means the year is almost over and it’s time to think about 2023 taxes and your 2024...

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Cash or Accrual? Why should you care? cash flow financial best practices financial statements planning taxes

 

[Listen to the Podcast version here]

 

Cash Method and Accrual Method

These are the two different methods that can be used to record transactions in your accounting system.

...

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Trust Your Financials in 6 Easy Steps accountability automation cash flow financial best practices financial statements planning process improvement taxes time management

 

[Listen to the Podcast version here]

 

Ever feel like you’re making things more complicated than they should be?

You are!

Managing your financial data doesn’t have to...

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5 Steps to Refocus Your Goals accountability mindset planning process improvement productivity

 

[Listen to the Podcast version here]

 

Are you on track to meet your 2023 goals?

Did reading that question make you feel excited or sick to your stomach?

I’m a little queasy,...

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Implementing Your Month End Close Process accountability cash flow financial best practices planning procedures process improvement

 

[Listen to the Podcast version here]

 

It’s the beginning of a new month.

In sales, this is an exciting time because you have another chance to meet, or even better, exceed...

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My bookkeeping is really behind. What do I do? cash flow financial best practices financial statements planning process improvement time management

 

[Listen to the Podcast version here]

 

When I met one of my clients for the first time, she was really concerned.

She wasn’t sure her taxes had been filed correctly the prior...

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Running a business is more than a full-time job. It's easy to get bogged down by daily operations, leaving little time to focus on strategic growth. That's where I come in. As an expert virtual CFO, I work with service businesses like yours to streamline accounting processes, and optimize cash flow, so you can focus on growing your business.

 

Why Choose a Virtual CFO?

1. Expert Financial Guidance: Gain insights and strategies tailored to your unique business needs. From financial planning to risk management, I provide the expertise to help you make informed decisions.

2. Enhanced Cash Flow Management: Cash flow is the lifeblood of any business. I help you implement effective cash flow management practices, ensuring you have the resources to seize new opportunities and weather any storms.

3. Strategic Financial Planning: Move beyond day-to-day firefighting and start planning for long-term success. With a clear financial roadmap, you'll be better equipped to achieve your business goals.

4. Cost-Effective Solutions: Hiring a full-time CFO can be expensive. A virtual CFO provides the same level of expertise at a fraction of the cost, allowing you to invest more in growing your business.

5. Comprehensive Financial Services: From bookkeeping and controller services to CFO-level insights and accounting projects, I offer a full suite of financial services designed to meet your business needs.

 

How Can I Help Your Business?

  • Catchup/Cleanup Bookkeeping: Bringing your books up to date and maintaining accuracy.
  • Monthly Bookkeeping: Ensuring consistent and reliable financial records.
  • Controller Services: Overseeing financial reporting and compliance.
  • CFO Services: Strategic planning, budgeting, and financial analysis to drive growth.

 

Looking to Optimize Your Financial Strategy?

Schedule a call today to see how we can work together to achieve your financial goals.