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Adopting a CEO Mindset for Financial Success accountability financial best practices planning scale your business

 

[Listen to the Podcast version here]

 

If you’re struggling with the financial side of managing your business, you’re not alone. Very few women make it to the C-Suite...

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My Framework For Scaling Your Small Business cash flow planning scale your business

 

If you’re thinking of scaling your small business, you’re likely utilizing your Google research wizardry skills. That may even be how you came across this blog!

By now, you know...

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Thinking About Scaling Your Small Business? Access The Steps To Scale Successfully Here cash flow financial best practices scale your business

 

Many small business owners think of their business like their very own baby that they nurture and care for to help grow.

And, honestly, I get it!

You went from having an idea to putting it...

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Think Like A CEO: 8 Questions To Ask Your Bookkeeper cash flow financial best practices planning

 

A few things in life are certain: death, taxes, and the importance of a good bookkeeper for your business.

However, you should be aware that there is no industry standard for bookkeeping....

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What Does A Small Business CFO Do? accountability cash flow financial best practices planning process improvement

 

When you hear the title Chief Financial Officer (CFO), do you automatically think of Fortune 500s and their skyrise corner office suites?

Well, I’d be willing to bet that successful...

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8 Tips To Effectively Manage Cash Flow For Your Small Business cash flow financial best practices

You sell a product or perform a service. The customer pays you. You pay vendors. Cash flow cash shmo…You’ve got this!

Or…do you?

If those first three sentences sum up your...

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How To Keep Your Cash Flow Flowing cash flow financial best practices

For small business owners, each transaction can cue your inner happy dance. Whether you share it with the world or do your best to keep your excitement to yourself, it’s a great feeling!

...

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Our Favorite Small Business Cash Flow Management Tips In One Convenient Cheat Sheet accountability cash flow financial best practices

Does owning a small business feel like a never ending game of what am I going to learn today?

As a small business owner, it comes with the territory. But the good news is that there are resources...

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8 Financial Mistakes To Avoid In Service Businesses accountability financial best practices

Finally…You have the business of your entrepreneurial dreams and you’re in charge. 

Now that the whiskey glasses have clinked in celebration, it’s time to get into the nitty...

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Strategic Planning Process planning
Do you have a strategic plan?
 
Do you need one?
 
I hope you said "Yes!" to both of those questions!
 
If you didn't, that's ok. Keep on reading!
 
There are a lot of...
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Defining Accountability & Responsibility in Your Processes accountability planning procedures productivity
What do you need to know when you map out a process?
 
Typical answers include:
  • What steps need to be taken to accomplish the task and in what order?
  • How long should each step take?
  • Who...
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Does Everyone Look at Your Financials the Same Way? financial statements planning
Does everyone look at your financials the same way?
 
Short answer? No, they don't.
 
There are a bunch of people that could be looking at your financial statements at some point in your...
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Running a business is more than a full-time job. It's easy to get bogged down by daily operations, leaving little time to focus on strategic growth. That's where I come in. As an expert virtual CFO, I work with service businesses like yours to streamline accounting processes, and optimize cash flow, so you can focus on growing your business.

 

Why Choose a Virtual CFO?

1. Expert Financial Guidance: Gain insights and strategies tailored to your unique business needs. From financial planning to risk management, I provide the expertise to help you make informed decisions.

2. Enhanced Cash Flow Management: Cash flow is the lifeblood of any business. I help you implement effective cash flow management practices, ensuring you have the resources to seize new opportunities and weather any storms.

3. Strategic Financial Planning: Move beyond day-to-day firefighting and start planning for long-term success. With a clear financial roadmap, you'll be better equipped to achieve your business goals.

4. Cost-Effective Solutions: Hiring a full-time CFO can be expensive. A virtual CFO provides the same level of expertise at a fraction of the cost, allowing you to invest more in growing your business.

5. Comprehensive Financial Services: From bookkeeping and controller services to CFO-level insights and accounting projects, I offer a full suite of financial services designed to meet your business needs.

 

How Can I Help Your Business?

  • Catchup/Cleanup Bookkeeping: Bringing your books up to date and maintaining accuracy.
  • Monthly Bookkeeping: Ensuring consistent and reliable financial records.
  • Controller Services: Overseeing financial reporting and compliance.
  • CFO Services: Strategic planning, budgeting, and financial analysis to drive growth.

 

Looking to Optimize Your Financial Strategy?

Schedule a call today to see how we can work together to achieve your financial goals.