CFO Support that grows your business and your confidence Hi Reader, I have some big, bigger, and to-be-continued news to share that I can't fit all in one update - so stay tuned for my March update to get all the details. The big news: We've launched flat-rate due diligence packages for those looking to purchase a business that is under $3M in annual revenue. This is something we've been doing on the down-low (do people still say that?) and it just made sense to make it more formal. The...
about 2 months ago • 1 min read
CFO Support that grows your business and your confidence 2024 Top Ten Most Read Blogs WINNER at #1: 10 Things Your CFO Wants You To Know #2: 6 Things Your Bookkeeper Wants You to Know #3: Q&A with a CFO #4: 3 Essential Tips for Pricing Your Product or Service #5: What is a Chart of Accounts for a Small Business? #6: Why Matching Your Chart of Accounts for Financial Reporting Is a Must for Small Businesses #7: How Fractional CFO Services Can Transform Your Small Business in 2025 #8: A Tired...
3 months ago • 1 min read
CFO Support that grows your business and your confidence BIG NEWS: Finance Fight Club has added services now for members Hi Reader, Is your business ready for 2025? if not, don't stress - there's still plenty you can do now to be prepped for a gangbusters year. Below are 2 new blogs for you that can help get you set up for financial success next year. A quick note on FINCEN BOI reporting - If you haven't been paying attention. There is a new reporting requirement for small business owners...
4 months ago • 2 min read
CFO Support that grows your business and your confidence Hi Reader, As of drafting this newsletter, I'm very impatiently waiting for a baby to be born. If you haven't been in those final weeks of pregnancy, let me tell you - it is the WORST. Babies are the most unpredictable things on this planet and despite my hours of googling there is no sure way to eject a baby before it's ready (other than elective C-sections, but not my choice). So while the rest of you might have spent the beginning of...
5 months ago • 2 min read
CFO Support that grows your business and your confidence BIG NEWS: Finance Fight Club has added services now for members Hi Reader, We're in Q4, how are your tax reserves? A client and I worked on her tax reserves this week to ensure she wouldn't be surprised with a large bill in April. Did you know you can accidentally increase your tax rate in a year? if you haven't felt that pain yet, that's amazing! If you have, there are so many easy ways to prevent this. Here's what I do to ensure...
6 months ago • 2 min read
Powered by Copper8 Strategies Hi Reader, It is time to start planning your goals for 2025 and reflecting on what went well and not so well for you in 2024. For myself, I like to set aside two or three 2-hr chunks of time to reflect and plan between now and December. It doesn't need to be intense. Go for a walk, grab a journal, review your financials, and then make your plan for next year. Speaking of reviewing your financials... I have a new FREE tool for you: FREE Financial Accountability...
7 months ago • 1 min read
Don't miss our first Finance Fight Club Membership accountability call on August 22nd (this Friday!) If you're still on the fence about joining here are 4 things to know: It's a month-to-month membership that starts the day you sign up. If you aren't satisfied, you can cancel before your next renewal The monthly membership includes: A group accountability call to keep you on track with reviewing your financial statements & live Q&A with a CFO (no numbers sharing required!) A slack channel...
8 months ago • 1 min read
Powered by Copper8 Strategies Hi Reader, There are 4.5 months left in 2024! I can't believe it. As you're thinking through your business for the rest of the year here are a few things to dig into: How are your cash reserves? Have you been saving for taxes? That's going to come up faster than you think. My general rule is to save 25-30% of net income each month or every time you take out an owner's draw and then move it into a separate savings account. I like the money market account that...
8 months ago • 2 min read
Today is the day! The doors are open to the Finance Fight Club Membership Grab your spot now and take advantage of the $175/month pricing!! Once 25 spots fill up the price goes up to $275/month. The 1st 25 members keep their pricing for 2 years - guaranteed as long as they are members! On the fence? or have some questions? Here are a few questions I've been asked so far: Will this help me manage my bookkeeper? Knowing if your bookkeeping is good or not is a huge concern for most business...
8 months ago • 1 min read