From Cash Flow to FINCEN: Set Your Business Up for a Winning 2025


CFO Support that grows your business and your confidence

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 from the Financial Crimes Enforcement Network (FINCEN) for most businesses to register before 12/31/24. However, a Texas-based federal court recently filed an injunction against them. As of right now you do NOT have to file if you choose not to. You can read the disclaimers on the site here: https://www.fincen.gov/boi and decide for yourself what you would like to do.

If you have received anything asking if you want someone to file for you - I wouldn't recommend it. Some CPAs & Accounting firms are offering this service, and if you choose to have them that's completely fine. But it is a very simple process and should take most owners about 10 minutes to complete.

On a brighter note- Yes, I did have my baby boy! Here's a cute photo to enjoy.


"If you had not made me save this much cash, I'd be very stressed right now, but I'm not because I have cash reserves" - from a recent client call after a client lost a customer unexpectedly

30 minutes to your 2025 Financial Targets

Welcome to the start of a new year! We’re kicking off 2025 with a fresh perspective on financial planning. If you’re still working on your goals or haven’t started yet, you’re not alone—and don’t worry– with a clear and flexible financial plan, you can set a solid foundation for the year without spending hours agonizing over the details.

The Ultimate Guide to Cash Flow Management for Small Businesses

If you are a business owner - mastering cash flow management is one of the crucial steps small business owners can take to ensure long-term success. Cash flow issues are the number one cause of a business shutting down - ideas are great, but cash is what makes or breaks a business.

Join Finance Fight Club Today!

The Finance Fight Club membership provides accountability and structure for small business owners ready to take their business to the next level. What we've seen so far:

  • Owners taking control of their finances - with guidance from a CFO
  • Owners understanding and gaining confidence in their numbers
  • Owners making more strategic decisions about growth
  • Owners asking each other questions on the accountability calls to see how others have addressed the same issues and concerns in their businesses

The membership is month-to-month and only $175/month-- how great is that? Our next live workshop is on 1/14 all about Understanding Financial statements. Join before 1/1 so you can attend!

Happy Holidays!

-Natalie


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PO Box 141, Olalla, WA 98359
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Finance Fight Club

Finance is not rocket scienceSadly, it’s become this mysterious field for small business owners like yourself. And it keeps owners in the dark from making their best choices for their businesses. My love for finance started when that light bulb turned on. Finance is not bookkeeping or taxes. Finance is making good decisions, which requires good financial analysis and controls. You cannot be strategic in your business without first understanding your numbers.That’s when I decided to bring my CFO-type skills to small businesses. To help owners become leaders, by integrating numbers into their daily choices and busting the myth—that finance is rocket science. it isn’t. Ready to make choices based on data, not hunch? Ready to feel in control of your business? Ready to grow revenues & increase profits? With confidence?

Read more from Finance Fight Club

CFO Support that grows your business and your confidence Hi Reader, Here's how I gave myself an instant raise ✅ I cut a software expense from my business expenses that I had been on the fence about for a few months and finally felt like I wasn't using it to drive revenue - Saved $500 / month. I plan to pass this directly through to my personal income each month✅ I switched our housecleaning from weekly back to monthly >> going from $528 back to $163/ month in cost saving $336/month $336+ 500...

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...

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