Category: CFO Services

Midyear Assessment For Your Business

Reflecting back is a great way to move forward. Where are you against your 2019 plan? Ahead, behind, or “on” target?  What should you start doing? Stop doing? Do you know how well your business is progressing as we hit the mid-point of 2019? If the answer is no, you’re not alone. These helpful steps… Read more »

The #1 Rule In Business… Know Your Numbers

Having a financially fit company involves monitoring your most important financial numbers.  Most business owners are busy putting out fires, working with customers, and dealing with various other urgencies of the business rather than pouring over financial statements. We certainly don’t want to turn the Business Owner into an accountant, but it is important to… Read more »

Need to hire a CFO? Don’t Make This Mistake

business man hands with charts itchaznong

If your business is expanding and you’re thinking about hiring a CFO to provide that next level of financial strategic advice, you might be tempted to promote your reliable and experienced bookkeeper or controller. But are they the best person to fill this critical role? Not necessarily. Although bookkeepers, controllers and CFOs are all essential… Read more »

Business Owners’ Financial Reporting Checklist

As business owners, you are tasked with acquiring new customers, managing your team, and launching new products. Let’s face it. Most of us simply don’t have time to focus on our financial statements daily—or even weekly. However, businesses need an effective system for conducting operations, complying with tax laws and providing essential financial information—especially to… Read more »