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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
IOLTA Accounts Explained: Essential Compliance Guide for Law Firms
IOLTA compliance trips up more attorneys than almost any other aspect of practice management—and the consequences range from embarrassing audit…Fractional CFO for Marketing Agencies: How to Scale Profitably in 2026
If you run a marketing company, growth usually doesn’t fail because of “marketing.” It fails because the business can’t see…Why Hourly Billing Limits Law Firm Growth (and How Fractional CFOs Solve It)
Your law firm's revenue has a ceiling, and it's measured in hours. No matter how talented your attorneys are or…Fractional CFO for SaaS: How CFO Leadership Drives Growth in 2026
SaaS growth in 2026 isn’t about “more dashboards.” It’s about faster, cleaner decisions in a world where CAC is volatile,…Fractional CFO for Real Estate: How to Grow Smarter in 2026
If you’re running a real estate company in 2026, growth rarely fails because you “don’t work hard enough.” It fails…Fractional CFO for Cybersecurity Companies: How CFOs Drive Growth in 2026
Cybersecurity companies don’t lose momentum because the work isn’t good. They lose momentum because growth creates financial blind spots: hiring…Navigating Payer Mixes: How Healthcare Practices Optimize Profitability in 2025
Your practice saw 20% more patients this quarter, but collections barely moved. The culprit is often hiding in plain sight:…Capital Budgeting for Medical Equipment: Lease or Buy Decision Guide
That $150,000 MRI machine could either accelerate your practice’s growth or drain cash you desperately need elsewhere—and the lease versus…Value-Based Care vs. Fee-for-Service: Financial Impact and Key Differences Explained
The shift from fee-for-service to value-based care represents one of the most significant financial decisions a medical practice owner will…HIPAA Compliance in Healthcare Financial Reporting: What CFOs Need to Know
Introduction This guide is designed for healthcare CFOs and finance leaders seeking help with HIPAA compliant financial systems. It covers…How to Reduce Days in AR for Medical Practices in 2026
Cash sitting in accounts receivable is cash you can't use to make payroll, upgrade equipment, or grow your practice. For…How to Value an E-commerce Brand for Exit or Acquisition
You’ve spent years building your e-commerce brand, and now you’re wondering what it’s actually worth. The answer isn’t as simple…Sales Tax Nexus for E-commerce: What Growing Businesses Need to Know in 2025
This guide is for e-commerce and SaaS businesses looking to understand and manage sales tax nexus using software solutions, helping…Cash Flow vs. Profit in E-commerce: Surviving the Q4 Inventory Trap
Your Q4 sales report shows record profits, but your bank account is nearly empty. This isn't a bookkeeping error—it's the…Understanding Contribution Margin in E-commerce: Why ROAS Fails as a Profit Metric
Your ad dashboard shows a 5x ROAS, but your bank account tells a different story. That disconnect between reported performance…Managing Multi-Channel Inventory for E-commerce Without Bleeding Cash: A Complete Guide
Managing Multi-Channel Inventory for E-commerce Without Bleeding Cash: A Complete Guide Selling on multiple channels sounds like a growth strategy…
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