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The Cost Recovery Method: When to Use It, Why It Works, and How to Do It Right
You don't have a profit until you've been paid. Period. Most business owners overstate their revenue. They book income on…
How Much to Allocate? Profit First Target Percentages by Revenue
This is where most business owners hesitate. Not because the system’s unclear, but because they’re afraid to get the numbers…What Happens When You Outgrow Your CPA and Don’t Fix It
If your business is scaling and your financial team still looks like it did two years ago, that’s a problem.…
Form 5500-EZ: The $150,000 Mistake Hiding in Your Retirement Plan
Got a solo 401(k)? Then the IRS is expecting a form from you. One you’ve probably never heard of. It’s…SaaS Revenue Recognition in 2025 – Ask a CFO
What Is Revenue Recognition in SaaS? Revenue recognition in SaaS is the process of determining when your business has actually…How Business Owners Write Off High-End Travel Legally
If you’ve ever searched how to write off a vacation as a business trip or wondered are vacations tax deductible,…How to Set Up Your Profit First Bank Accounts Without Screwing It Up
The most common thing we hear from business owners when we introduce Profit First is this: “I love the idea.…Working Capital Strategies That Actually Work for Service Businesses
Working capital defined simply is your current assets minus current liabilities. That’s your available cash to cover short-term obligations. If…
Lessons from ProfitCON: Raising Prices Isn’t Reckless. Flat Margins Are.
Too many business owners wait too long to raise their prices. They think it’s about timing. Or loyalty. Or not…Installment Sale: Defer Taxes, Boost Cash Flow, Exit Smart
Most business owners focus on the headline number when they sell—how much they’re getting paid. But smart sellers? They focus…
Business Valuation Services: What to Know & Average Costs
Most business owners wait until the last minute to figure out what their company is actually worth. They guess. They…How Service Businesses Can Lock In Healthy Cash Flow with the Profit First Method
The Feast and Famine Cycle If you’ve ever landed a big client and felt like you could breathe again only…Mega Backdoor Roth IRA Explained: Unlock More Tax Savings
If your income’s too high for direct Roth IRA contributions, you’re not out of luck. In 2025, the cutoff is…
The 7 CFO Mindsets That Help You Run a More Profitable, Scalable Business
Most founders don’t need more reports. They need better decisions. By the time your business hits seven figures, the complexity…Maximize Profit with Strategic Financial Partners: Lessons from ProfitCON
At ProfitCON, the conversations are different. This isn’t theory for theory’s sake. It’s real talk from operators who are in…Form 8858: A Tax Planning Must for Foreign Entities
If your business touches anything offshore – a foreign entity, a contractor you pay overseas, or even a shell company…
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