Beyond Financial Management: Is Your CFO a Bookkeeper or a Strategic CFO?

Most often, when you start a business venture, money is tight. You are usually focused on pouring your savings to get the business up and running. While you're busy managing the day-to-day aspects of running a business, you may overlook other tasks like developing...

3 Ways Outsourcing Accounting Can Improve Your Business

Few people have the accountant's touch when it comes to handling a business's finances, and that's okay. While you, as the executive, have likely spearheaded aspects of your accounting strategy out of pure necessity at this point, it may be time to update your...

What is Outsourced Accounting?

Managing the accounting function and financial reporting in a small or medium-sized business is an enormous undertaking for a growing team. Outsourcing your accounting needs gives you expert-level financial service and support to achieve your business goals. When you...

PPP Loans: A Second Wave of Relief

Businesses still seeking relief from the impact of COVID-19 may be able to find it in the second round of PPP loan legislation passed by Congress in late December of 2020. The Consolidated Appropriations Act, 2021 seeks to overcome some flaws of the first round of the...
How To Protect Your Small Business From Employee Fraud

How To Protect Your Small Business From Employee Fraud

Whenever a high-ranking executive from a prominent organization gets involved in a case of embezzlement or employee fraud, it makes headlines around the world. These are a few more well-known examples of fraud: Dane Cook, an American comedian, whose brother who was...

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Your Guide To The Main Street Lending Program

Your Guide To The Main Street Lending Program

This article was originally published on 6.11.20  and contains the new program guidelines that were released on 6.8.20. We will continue updating as new information becomes available. During the last few months, the Coronavirus has created an incredible impact on the...

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Coronavirus Impact & Business Resources

Businesses are feeling the stress brought on by COVID-19 and have yet to understand the impact. Now more than ever, it's essential to stay informed, react, and plan for the future.

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The 3 Financial Statements Every Leader Needs

The 3 Financial Statements Every Leader Needs

As a business owner, financial data is critical to your success — but only if you know how to interpret the meaning behind the numbers correctly. Most owners or leaders within an organization rely on the aid of an accounting team to accurately analyze and organize...

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Top 10 Things Every Business Needs to Know About Sales Tax

Top 10 Things Every Business Needs to Know About Sales Tax

As a business owner, you are used to facing never-ending checklists to help get your new ventures up and running. Before the first customer walks through the door, the new owner has already tackled seller's permits, licensing, zoning, and registration, among other...

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This Is What You Should Expect From Your Tax Advisor

This Is What You Should Expect From Your Tax Advisor

It’s been over 7,000 miles since your last oil change, so you drive to the mechanic for a service. You’re a few pages through a magazine when the mechanic informs you that your car is on its last legs unless you permit them to fix one specific part. The good news:...

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The CFO of the Future: Why You Need One On Your Team

The CFO of the Future: Why You Need One On Your Team

The chief financial officer (CFO) is an executive role that oversees or executes cash flow and financial planning, among a myriad of other financial efforts within an organization. While a CFO of the future has multiple duties, it is imperative to the company's health...

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What CEOs Need from Their CFO

What CEOs Need from Their CFO

CEOs don’t have many people they can turn to when they need advice with financial management, honest answers, and space to discuss doubts about their company. That’s why they need a good chief financial officer on hand. Just like a quarterback directs his team to...

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How a Controller Can Grow Your Business

How a Controller Can Grow Your Business

In all industries, Controllers are the people who supervise all accounting functions in a business. These financial experts steer the ship to keep the company’s finances on track. As you can imagine, a Controller has many responsibilities, including: Supervising...

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Operational or Strategic CFO: Which Do You Need?

Operational or Strategic CFO: Which Do You Need?

The role of the chief financial officer (CFO) role has changed significantly over time. Traditionally, a CFO's role was comprised of reporting, controlling the accounting department, preparing for an audit, supervising capital structure, and overseeing all elements of...

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Strategic Budgeting Help for Your Business

In this guide, we provide the tools to be successful.

  • How to build a budget & how far you should plan ahead
  • Why your business needs a formal strategic financial plan
  • How to go from reactive to proactive budget management
  • Using your budget to gain more control over your business
  • Comparing budget vs. actuals against financial data