Finance is not rocket scienceSadly, itβs 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.Thatβs 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 mythβthat finance is rocket science. it isnβt. 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?
New Year + New Team
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βFinance Fight Club
Finance is not rocket scienceSadly, itβs 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.Thatβs 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 mythβthat finance is rocket science. it isnβt. 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?
Outsourced CFO Support that grows your cash and your confidence Hi Reader, Today, I hosted a little learning and networking session with my insurance broker and colleague, Cory Fischer. Cory's been my agent for at least 4 years and has reviewed many of my clients policies. Here are a few of highlights from that call that I found most insightful as a CFO helping clients and as a business owner navigating business insurance: The agent you have matters the most! don't get multiple agents working...
Outsourced CFO Support that grows your cash and your confidence Hi Reader, FUN FACT: a fractional CFO helps with debt financing more than you may think. Just in the past week and half, I've talked to at least 5 different bankers for at least 3 different clients. Here's what I accomplished for them: Clarity on next steps to increase a credit limit and open a line of credit where the client didn't understand what to ask and what to say (3 minute conversation between me and the banker) Screened...
Fight for your financial future for your small business Hi Reader, Fun Fact: Ground Hog Day data shows that predicting the weather based on a rodent is LESS accurate than making a random guess... so don't always trust what you hear. I owe a HUGE shoutout on a pretty incredible partner: A few months ago, one of my long-time clients was going through due diligence on a sale (in closed- wohooo!) and right before the final decision the client received a MASSIVE (~$432K) tax bill from the state of...