Strategic Finance
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…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.…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 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…
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…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…Strategic Planning for a $10M Business: Lessons from ProfitCON
ProfitCON is where the most forward-thinking accountants, bookkeepers, and business advisors come to sharpen their strategy. Hosted by Profit First…Profit First vs. Traditional Accounting: Why the Old Way Keeps You Broke
This is Chapter Two of Profit First, Unofficial: A CFO’s Playbook for Owners – a tactical guide to running your…What Is Profit First? A Simple Breakdown for Business Owners
This is Chapter One of Profit First, Unofficial: A CFO’s Playbook for Owners - a practical, strategic guide to building…
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