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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
Profit First for S Corps: What Changes and What Stays the Same
By now, you know Profit First is about allocating revenue before it gets spent. But even with the right target…
What Is Cost Segregation? Real Estate Tax Savings Explained
Real estate isn’t just an investment in property. It’s an investment in timing. If you’re still depreciating your building over…
Most Service Businesses Mistake Expansion for Progress
Why Every New Offer Needs Financial Modeling Before Launch Most service businesses think they’re growing when they add new services.…The Role of Strategic Finance in Financial Management
Strategic finance is more than a trend. It serves as the bridge between financial decision-making and the long-term direction of…What an FP&A Consultant Does Inside a Growing Service Business
Most founders don’t think about financial planning until something breaks. Cash flow gets tight, payroll feels risky, or you suddenly…What Is Strategic Finance for SaaS
Strategic finance is the engine behind sustainable SaaS growth. Unlike traditional accounting or backward-looking FP&A, strategic finance is forward-focused. It…Why Growing Firms Stay Broke (And How to Build a Business That Actually Pays You)
The Reality Most Business Owners Won’t Say Out Loud You’re bringing in more revenue than ever, but it still feels…How Do You Maintain Accounting Accuracy? Ask a CFO
It’s a fair question. How do you maintain accounting accuracy? Most business owners ask it when something feels off. Maybe…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…
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