We are often asked if there are specific tasks that should be completed on a regular cadence to keep your business finances healthy. The answer is YES! Many tasks should be completed either by you or by trusted financial professionals regularly for financial health. We are breaking them down by day, ... VIEW POST
How the Right Accounting Method Gets You More Time and Money
As I was writing the blog (and related cheat sheet) last week, I realized… knowing what a bunch of accounting terms means is great but it doesn’t help you, as business owners, understand why on earth you should care about ANY of them. So I’m going to write a series of blogs over the next month to ... VIEW POST
Hire the Right Tax Professional
I know I just wrote a tax blog a couple weeks ago, but I felt compelled to write another one. A lot of business owners hire someone to do their taxes. There are so many reasons for doing this. You may not want to deal with all the technical language and changes in tax law. I get it…I’m a CPA and I ... VIEW POST
Piece Your Tax Info Together
It's the most wonderful time of the year Okay, I’m a few months late with those lyrics and I’m pretty sure no business owner has said (let alone sung) that about tax season unless they DO taxes. But to those of us involved in the preparation for (or of) taxes, it’s puzzle time! I recently told a ... VIEW POST
Are you an overthinker?
I spent a lot of time trying to figure out what my very first blog post should be. I toyed with the idea of explaining what a virtual CFO is or the kind of businesses that could benefit from a virtual CFO. The truth is, you wouldn’t be reading this if you didn’t have some frame of reference for what ... VIEW POST
