"A financial diagnostic? What's next? Are you going to ask to balance and rotate my tires?" We get it. It might sound strange. We're talking about your organization's financial position. Its health and wellness. Its strengths and weaknesses. And, its opportunities and obstacles. So maybe the suggestion of a "diagnostic" might sound a bit, I […]
Who doesn’t want to strike gold, like Mark Zuckerberg or Steve Jobs? Those visionaries conceptualized a seemingly “scrappy” business idea. They successfully built their startups. And then, they watched as the growth skyrocketed. But, was it really that straightforward? With the right business model. The right team. And the proper scaling strategy, could you do […]
As a boutique fractional CFO firm, we've had the privilege of working closely with a diverse range of clients. Our clients are often surprised, and appreciative, when they realize the breadth of assistance we can offer, beyond traditional financial management. By collaborating with their tax CPA, audit CPA, attorney, or risk partner, we ensure that […]
Breaking up is hard to do. There can be such a negative connotation associated with ending a relationship. Like, the entire endeavor was a failure. When really, it was an opportunity to learn and grow. And, as is usually the case – there isn’t much difference between the personal and business realm. Which leads us […]
Finding the Right Fit for Your Business Financial management is the backbone of any successful business, ensuring that cash flow is steady, expenses are controlled, and growth is strategically planned. As businesses grow, the complexity of financial management increases, leading to the critical decision of whether to manage finances in-house or to outsource these functions. Both options […]
Over the last twenty years, we’ve had the pleasure of working closely with numerous entrepreneurs and CEOs. And through these experiences, we’ve noticed a common trait among the most successful leaders. Wanna know their secret? They don’t shy away from making tough decisions. Period. These leaders know the crucial role these tough decisions play in […]
It happens. From economic recessions to poor-performing product launches, to rising interest rates to changing consumer preferences, and more - it’s not uncommon for even the best businesses to encounter downturns, or to experience poor performance. And, while it may feel challenging in the moment, there are a number of ways to manage a turnaround, successfully remedying […]
You're not supposed to have favorites. But, we do. While we enjoy working with each and every single one of our incredible clients, there's something about the Owner Operator Specialist that we just can't get enough of (Too Legit To Quit). Some call them mavericks. We call them magic. They're the entrepreneurs with unparalleled expertise […]
CPA. CMA. CFO. In Accounting and Finance, acronyms abound. While these titles may seem interchangeable to some, distinct differences define each role. A common misconception is that all CPAs are Chief Financial Officers (CFOs), and vice versa. However, the reality is more nuanced: some CPAs are CFOs, but not all CPAs hold this esteemed position, […]
In the dynamic realm of Finance, where numbers dance on spreadsheets and strategic moves define success, Accounting often operates behind the scenes, overshadowed by the allure of high-stakes deals and market trends. But beneath Finance's flashy exterior lies the true foundational architect—Accounting. Wait, what?!?! Aren't they just the bean counters? The green visors with no […]
