Accounting Strategies For Small Business

Take ideas and strategies that you think might only apply to bigger companies, and relate them to small businesses.

AI In Accounting and Finance

In the dynamic world of small business, the emergence of AI within accounting and finance could revolutionize how owners manage and strategize financial operations. As a small business CFO, navigating this new terrain of AI-driven financial management can be both exhilarating and challenging.  However, while the potential is intriguing and exciting, AI solutions currently fall […]

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Setting Standards: Business Models vs. Budgets vs. Forecasting

As an outsourced CFO serving 12-15 different businesses, I’ve delved deep into the realm of budgeting and forecasting. Over time, I’ve come to believe that traditional budgeting has taken a backseat, with rolling 12-month forecasts becoming the preferred financial tool for businesses. This tool not only provides future insights but also sets a standard for

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Mid-Year Financial Goals Check: Reviewing Budget vs Actual 

Just about every business has goals, whether they’re informal targets or the product of a more formal plan. But just as important as setting the right goals is monitoring your organization’s progress, including a comparison of budget vs actual revenue and expenses.  Let’s look closer at how to properly conduct these vital reviews and why

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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 tools and accounting software add-ons, owners can streamline their financial processes and save valuable time. Most small business owners don’t spend enough time with their small business accounting software

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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 much can be a waste. So, how much is just right? In this article, I tackle the crucial question most frequently asked by current and prospective clients: How much

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What Netflix Can Teach Small Business Owners

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 path forward for a situation they would find themselves in.  I loved this because larger businesses offer a massive amount of data typically not available for small businesses.  During

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Determining Financial Feasibility For Your Small Business

So you want to set out on your small business adventure. Where do you start? Do you start by buying supplies or prototypes? Do you start by collecting a list of investors who can kick-start the project? No! Your first step should be to ensure your potential business model will be financially feasible. Only once

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10 Ways A Pricing Strategy Advisor Can Benefit Your Business Right Now

Pricing a product or service is perhaps one of the most critical decisions a business owner will ever make.  However, very few business owners have the background to feel comfortable with these skills.  When you started your business, you had a vision. This vision probably included the size of the company you wanted, the type

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enhanced bookkeeping and virtual CFO services

Why Bookkeeping Fails – Enhanced Bookkeeping is the Future

As a successful small business owner, you understand that business ownership can be frustrating at times. There is too little time in the day and too many responsibilities that need to be handled for business owners. Often the responsibility of keeping bookkeeping and accounting is what pushes to the bottom of the list. Worse, taking

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