Why Expense Allocation in Your General Ledger Matters
Accurate expense allocation in your general ledger is more than a bookkeeping detail—it’s a…
News
Section 1202 (IRS Code) Qualified Small Business Stock Gain Exclusion (QSBS) Implications
Section 1202 of the Internal Revenue Code, often referred to as the Qualified Small…
Common Trigger Events for a Company Tax Audit
Several factors can increase the likelihood of a company being selected for a tax…
What’s the Cost of Underutilized Software?
Back office software, like accounting systems, CRMs, ERP platforms, and scheduling tools—is designed to…
Why Accurate Financial Records Matter
In today’s fast-paced and competitive business environment, the ability to maintain timely and accurate…
Client Retention Metrics
Client retention is the foundation of sustainable growth. Why? Because keeping a client is…
Should You Use The Cash Value of a Life Insurance Policy as Collateral for a Business Line of Credit?
For business owners seeking flexible financing, leveraging the cash value of a life insurance…
Questions to Ask When Vetting an Outsourced CFO
Hiring a fractional or outsourced CFO is a big decision. This person will influence…
What is EBITDA and Why is It Important?
When it comes to understanding the financial health of a business, one question many…
Animal Tax Deductions?
Yes—Under the Right Conditions Emotional Support Animals (ESA) vs. Service Animals Owning a service…
Why Some Small Businesses Struggle to Grow
Why Do Some Small Businesses Struggle to Grow? Small businesses fuel local economies, spark…
Navigating Your Business Through Uncertainty
When economic uncertainty strikes—rising interest rates, inflation, market volatility, or shifting consumer behavior, it…
Fractional CFOs Help Companies Track and Improve Performance
Fractional CFOs help companies track and improve performance by reviewing the same critical performance…
Why Work-Life Balance is Important to a CFO
You might be surprised that a CFO is writing about work-life balance, but let’s…
Financial and Operational Challenges Manufacturers Face Today
In today’s rapidly evolving manufacturing landscape, businesses are facing more financial and operational complexity…