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Lessons Learned From Tax Season financial best practices planning taxes

 

[Listen to the Podcast version here]

 

When it comes to taxes, I’ve always been on the client side – preparing financial statements, pulling supporting documentation...

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4 Step Process to Prepare for Your Unplanned Absence from Your Business cash flow financial best practices planning

 

What happens to your business when you’re a party of 1 and you get sick?

So sick that you can’t just push through it?

Prior to December, I’d been fortunate to not...

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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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How to Choose Your Success Metrics financial best practices planning scale your business

 

[Listen to the Podcast version here]

 

Are you measuring what’s truly important to your business success?

In the world of online business, it’s easy to get distracted...

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Planning for a Successful 2023 Part 2 cash flow financial best practices planning scale your business

 

[Listen to the Podcast version here]

 

Last week, we talked about setting yourself up for success for next year by creating a structure to start your planning and gathering some...

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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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Adopting a CEO Mindset for Financial Success accountability financial best practices planning scale your business

 

[Listen to the Podcast version here]

 

If you’re struggling with the financial side of managing your business, you’re not alone. Very few women make it to the C-Suite...

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My Framework For Scaling Your Small Business cash flow planning scale your business

 

If you’re thinking of scaling your small business, you’re likely utilizing your Google research wizardry skills. That may even be how you came across this blog!

By now, you know...

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Think Like A CEO: 8 Questions To Ask Your Bookkeeper cash flow financial best practices planning

 

A few things in life are certain: death, taxes, and the importance of a good bookkeeper for your business.

However, you should be aware that there is no industry standard for bookkeeping....

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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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Strategic Planning Process planning
Do you have a strategic plan?
 
Do you need one?
 
I hope you said "Yes!" to both of those questions!
 
If you didn't, that's ok. Keep on reading!
 
There are a lot of...
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Defining Accountability & Responsibility in Your Processes accountability planning procedures productivity
What do you need to know when you map out a process?
 
Typical answers include:
  • What steps need to be taken to accomplish the task and in what order?
  • How long should each step take?
  • Who...
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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.