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Practical thinking on margins, cash flow, tax, and growth — written for owner-operators and franchisors.

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General Accounting · 5 min read

Advantages of Financial Planning and Forecasting

Financial planning and forecasting play a crucial role in the success and growth of any business. By utilizing these strategic tools, businesses can gain valuable insights…

Accounting Strategies For Small Business · 7 min read

Accounting Software to Save Small Business Owner Time

In today’s fast-paced business world, time is of the essence. For small business owners, managing accounting tasks can be time-consuming and overwhelming. However, with the right…

General Accounting · 5 min read

How to Implement Business Tax Planning Strategies Year Round

Implementing effective business tax planning strategies is crucial for any company, but leaving tax planning until the end of the year can create stress and cause…

General Accounting · 6 min read

Using Agile Methods in Small Business Finance and Accounting

In May of 2022 I attended a CFO conference put on by the American Institute of Certified Public Accountants. As is often the case, there are…

Outsourced CFO Business Advisory Services · 4 min read

Virtual CFO Services: What Should You Expect

Virtual CFO services are more than a person behind a computer, crunching numbers and running reports. They are an extension of your business; an additional team…

Outsourced CFO Business Advisory Services · 13 min read

9 Ways to Overcome Business Financing Shortages

Small business owners face long odds – about 33% will fail in the first two years. Look out 5 years and around 50% will shut down.…

General Accounting · 10 min read

The Cash Cushion Sweet Spot: The Right Amount of Cash Reserves for Your Small Business

Determining the Right Cash Reserves for Your Small Business: Insights from a CFO Running out of cash can spell disaster for a business. But hoarding too…

General Accounting · 6 min read

<strong>What to Expect from your Virtual CFO</strong>

Check Out The Video An Introduction Starting and keeping a small business afloat is no small task. In most cases, you may lack experience in the…

Outsourced CFO Business Advisory Services · 9 min read

How Easily Analyzing your Business Model Drives Strategy

Most business owners underestimate the importance of understanding the economics of their business model. In the same vein, most overestimate the number of factors that impact…

Accounting Strategies For Small Business · 9 min read

Four Forecasting Tips for Small Business Owners

Clients engage a fractional CFO for several reasons. The one I hear the most is wanting to get a better idea of what their future cash…

Accounting Strategies For Small Business · 11 min read

<strong>What Netflix Can Teach Small Business Owners</strong>

In college, my two favorite classes were Business Cases and Financial Cases. We would get one week to dissect a large business and determine an optimal…

Business Accounting Guides · 6 min read

How To Identify and Address Supply Chain Issues in 2022

For the first time, “supply chain” has entered our collective vocabulary. Lots of people are discussing supply chain disruptions not just in boardrooms but also in…

The Clarity Brief