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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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How to Break the Cycle of Bad Data planning procedures process improvement scale your business

 

[Listen to the Podcast version here]

 

Today’s subject is very near and dear to my heart – taking out the garbage & cleaning up your data!

I’ve spent my...

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Planning for a Successful 2023 Part 1 cash flow planning process improvement scale your business

 

[Listen to the Podcast version here]

 

4th quarter has arrived!

It’s that time of year that business owners enjoy the most – planning for the next year!

You can read...

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What Does A Small Business CFO Do? accountability cash flow financial best practices planning process improvement

 

When you hear the title Chief Financial Officer (CFO), do you automatically think of Fortune 500s and their skyrise corner office suites?

Well, I’d be willing to bet that successful...

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Post-Procedure...What Happens Now? accountability procedures process improvement
Good job! You’ve written a procedure and rolled it out to everyone! Now what?
 
There are a few things you need to keep in mind:
  • It will take some time for everyone to be comfortable...
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Writing Procedures 101 accountability procedures process improvement
In the previous posts in this series, we talked about why procedures are important and what kinds of things you should have a procedure for. The next step is actually writing a procedure.
 
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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.