A Step-by-Step Guide for Businesses Enterprise Resource Planning (ERP) systems are powerful tools that can transform the way your business operates by integrating various functions—such as finance, HR, supply chain, and customer management—into a single unified system. However, implementing an ERP system is a complex and challenging process that requires careful planning, coordination, and execution. […]

Gets a call from a CEO interested in partnering. "I hear you helped Jack improve his bottom line by $2M. I want you to do that for me." Of course you do!! Who doesn't want that?! Over the last twelve months, we've had the privilege of working with more than a dozen high growth organizations. […]

Understanding the financial dynamics of your business is crucial for driving profitability and making informed decisions. Two fundamental concepts that every business owner should grasp are profit centers and cost centers. While both play vital roles in your organization, they contribute to the bottom line in different ways. In this blog, we’ll explore the differences […]

A high-performance finance team is the backbone of any successful organization. These teams are not only responsible for managing the company’s financial health but also play a crucial role in driving strategy, supporting growth, and ensuring compliance. Building a finance team that excels in these areas requires a strategic approach to recruitment, development, and culture-building. In […]

Valuation is at the heart of any merger or acquisition, determining the price at which a company is bought or sold. Getting the valuation right is crucial—overpaying can strain resources and reduce the return on investment, while undervaluing can lead to missed opportunities or a deal falling through. Understanding the various valuation techniques used in […]

We get it. And we hear you. We've seen the advertisements. And we know that a variety of services, including bookkeeping, are being touted as "Fractional CFO Services". Which, can lead to significant confusion for business owners who may not fully understand the differences between bookkeepers and CFOs. Let's break it down. What is a […]

In the world of business finance, two metrics often come up in discussions about performance and health: EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) and cash flow. While both are crucial, they serve very different purposes and offer distinct insights into a company's financial status. However, many business owners and managers misunderstand these metrics […]

Business restructuring can be a powerful tool for improving efficiency, reducing costs, and positioning your company for growth. Whether you’re considering a merger, acquisition, divestiture, or internal reorganization, it’s essential to understand the tax implications that come with these changes. Restructuring can trigger a range of tax consequences, both positive and negative, that need to […]

Some things in business never change; and this one is an irrefutable constant - cash is king. A surplus of cash, or liquid assets, puts your business in a better position than your competitors because you can tap into growth potential and weather unforeseen conditions. But, to realize the potential of your cash surplus, you need […]

A Path to Recovery and Growth Every business faces challenges, but when those challenges threaten the very survival of the company, it’s crucial to take swift and decisive action. Whether it’s declining sales, mounting debt, or cash flow problems, a struggling business can be turned around with the right financial strategy. By reassessing your financial […]