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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
Entity Structure and Payroll Mix: Essential Bookkeeping Data for Business Owners
Your entity structure determines how you pay yourself, and your payroll mix determines how much you keep after taxes. Get…CFO Tax Strategy: When to Accelerate Expenses and Defer Income in 2026
The difference between paying taxes this year versus next year often comes down to a single question: when did the…Chart of Accounts Makeover: Turning Messy Categories Into Tax-Ready Insights
Your chart of accounts started as a simple organizational tool, but somewhere along the way it became a maze of…Tax Planning Cadence: Monthly Books to Year-End Strategy
Most business owners treat taxes like a once-a-year event—scramble to gather documents in March, hand everything to an accountant, and…Why CFO-Level Forecasting Fails Without Clean Books Underneath
Your 13-week cash flow forecast says you'll have $200,000 in the bank next month. Your actual balance? $47,000. The forecast…15 Bookkeeping Mistakes That Silently Inflate Your Taxes and Block Financing
Most business owners think of bookkeeping as a back-office chore—something to hand off and forget about until tax season. But…The #1 Reason Profitable Companies Still Run Out of Cash in 2026
Your P&L says you made $200,000 last quarter. Your bank account says you can't make payroll. Both statements are true,…The Monthly Close System That Enables Real-Time Tax Planning
Tax season doesn't have to be a scramble. The difference between founders who stress over year-end filings and those who…The CFO Scoreboard: 7 Weekly Numbers That Predict Your Cash Position
Most business owners check their bank balance, feel a wave of relief or panic, and move on. That single number…Fractional CFO for Investment Companies: A Growth Strategy Built on AUM, Fees, and Cash Clarity
Investment companies don’t usually fail because they can’t find deals or attract clients. They struggle because the business gets financially…Fractional CFO for Senior Living: A Growth Strategy Built on Occupancy, Labor, and Cash
Senior living doesn’t break because demand disappears. It breaks because the business is sensitive: occupancy swings, labor costs move fast,…Fractional CFO for Staffing Agencies: A Growth Sales Strategy That Scales
Staffing and recruiting firms don’t usually stall because they can’t sell. They stall because growth exposes the weak spots: cash…Fractional CFO for Medical Practices: A Growth and Patient Acquisition Strategy That Protects Cash
Most healthcare medical practices don’t have a “marketing problem.” They have a conversion-to-cash problem. You can increase patient volume and…Coaching and Consulting Business Growth Strategy With Fractional CFO Clarity
Most coaching and consulting businesses don’t stall because they lack talent. They stall because sales, delivery, and cash timing aren’t…Fractional CFO for Ecommerce: A numbers-first growth and sales strategy
Ecommerce growth is rarely limited by demand. It’s limited by cash timing, margin math, and decisions made with partial visibility.…Fractional CFO for Law Firms: A Growth Sales Strategy That Scales
Law firms don’t usually struggle because they can’t get cases. They struggle because growth creates financial fog: too much work-in-process,…
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