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, […]
Rapid growth is often a sign of success for small to mid-sized businesses, but it also comes with its own set of challenges. One of the most critical aspects of sustaining that growth is maintaining a strong balance sheet. A robust balance sheet not only provides a snapshot of your company’s financial health but also […]
"There are no shortcuts to meaningful, lasting success." —Jim Key After I'd lost 100 pounds, people came out of the woodwork asking me how. How?! How did I lose so much weight? And how on earth was I keeping it off?! The answer was so simple. So straightforward. But not what most folks really wanted […]
The Misleading Appeal of Cost-Cutting We get it. We talk a lot. About many things. But mostly, about margin optimization and expense mitigation. But lately, we've seen a troubling trend leading some organizations down a perilous path. And, it's often due to underpaying employees. We understand. Payroll is likely your business's biggest expense. And, your […]
The Unnoticed Problem "Why didn't he tell us?!?!" our new client asked as we presented their organization's results. They were a well-established enterprise that had successfully weathered multiple storms since inception. But they had just begun to notice margin compression, building slightly over the last few years, resulting in a six-point drop. Identifying the Issue […]
Rapid expansion can be both exhilarating and daunting for small to mid-sized businesses. The promise of growth, increased revenue, and market dominance is enticing, but without careful planning and execution, rapid expansion can lead to significant challenges that may jeopardize the very success you're striving for. In this blog post, we'll explore the common pitfalls […]
Proper cash management is critical for the overall financial health and sustainability of a business. Having proper liquidity and appropriately managing working capital facilitates business continuity and creditworthiness, bolstering investor confidence while allowing you to seize opportunities for expansion and diversification as they arise. Without appropriate liquidity, you run the risk of falling into a […]
We get it. Revenue and innovative product development are "sexy"—alluring and glamorous. But a well-thought-out cost structure? Not as much. While cost structure management may not be perceived as glamorous, it plays a crucial role in the financial health and sustainability of a business. Here's why it's essential: Financial Stability A well-managed cost structure contributes […]
Strategic Support for Small to Mid-Sized Businesses As small to mid-sized businesses grow, their financial needs become more complex, requiring expertise that goes beyond basic bookkeeping and accounting. Yet, many of these businesses are not ready to commit to a full-time Chief Financial Officer (CFO) due to cost constraints or the specific needs of their […]
