As 2024 comes to a close, many CEOs are taking stock of their business’s performance while preparing for the challenges and opportunities of a new year. The final weeks of the year offer a unique window to reflect, strategize, and take decisive action to set the stage for a strong start to 2025. These five […]

As fractional CFOs and financial strategists, we’ve had the privilege of working alongside CEOs navigating some of the most transformative moments of their careers. Whether it’s securing funding, scaling operations, or executing high-stakes transactions, we’ve noticed a common thread among the most successful leaders: they’re not afraid to take bold risks. But boldness isn’t recklessness. […]

For many small businesses, bookkeeping is the cornerstone of financial management. It organizes your transactions, keeps your accounts reconciled, and ensures you’re prepared for tax season. It’s a crucial service, and without it, most businesses would struggle to stay afloat. But as your business grows, so do your financial needs. What worked in the early […]

As the year comes to a close, high-growth businesses often reflect on their accomplishments and challenges while preparing for the year ahead. For CEOs, navigating economic uncertainty requires more than just operational efficiency - it demands a resilient financial strategy that positions your company to weather challenges and seize opportunities. Economic downturns can create hurdles […]

In business, every transaction holds the promise of opportunity - new revenue streams, market expansion, or operational efficiencies. But not every deal is meant to be. And sometimes, the best decision you can make as a buyer or seller is to walk away. It might sound crazy, but deals falling apart are more common than […]

When a business trips a financial covenant, it can be stressful and confusing to figure out the next steps. And you're familiar with financial covenants, right? Essentially, the “house rules” from a lender. They cover things like debt-to-equity ratios, cash flow requirements, and profit targets. These "rules" are designed to help lenders feel confident about […]

In late 2022, we teamed up with a dynamic, fast-growing business. They were ready to take things to the next level. They had really ambitious goals. And, the drive to match. But, like many growing companies, they needed some expert financial guidance. That's where we came in. Fast forward to two years later. This company […]

For over 20 years, I lived and breathed the corporate world. I worked with organizations of all sizes, often acting as a bridge between leadership teams, boards, and stakeholders to drive financial success. Corporate culture, for the most part, was predictable as systems, processes, and expectations were relatively straightforward. But about two years ago, I […]

In the wake of Hurricane Helene, many small businesses in Tampa and surrounding areas are struggling to recover from severe flooding and economic disruptions. As a business owner, you may be facing immediate financial challenges, such as maintaining payroll, paying suppliers, or covering operational costs. One solution to consider is the Economic Injury Disaster Loan […]

When natural disasters like Hurricane Helene hit, businesses face not only physical damage but significant operational and financial challenges. In Tampa and surrounding areas, many businesses are experiencing disruptions due to flooding, making it difficult to continue normal operations. Managing cash flow during this time becomes a critical priority to keep your business afloat until […]