A basic understanding of financial terms empowers business owners to manage their finances effectively, make informed decisions, secure funding, and ultimately run a successful business. It's a fundamental skill that can make a significant difference in the financial...
Business Operations
Fractional VS Traditional CFO
Aug 19, 2023 | Blog, Business Operations
The Fractional CFO is a role that is well-known in the accounting world, but it is still gaining traction within other industries. Hiring a fractional CFO offers the same level of experience and financial expertise as a traditional CFO but for a fraction of the...
How A Modern CPA Firm Can Help You
Aug 15, 2023 | Accounting, Blog, Business Operations
A MODERN CPA WILL HELP YOU LOOK FORWARD. As a business owner you are constantly worrying about how you can increase your income, make payroll, hire new employees, and a million other things. I get it. I’m a business owner too. But what I have found to be the most...
Employee VS Contractor
Jul 11, 2023 | Accounting, Blog, Business Operations, Tax
When hiring, you may find yourself considering whether to hire a new employee as just that, an employee, or hire them as a 1099 independent contractor. Before you make a decision, know that there are specific guidelines surrounding each type and what your...
Budgeting 101
May 9, 2023 | Blog, Business Operations
Effective financial management is crucial for any business, and creating a budget is a fundamental step in achieving financial success. A budget is a plan that outlines expected income and expenses over a period of time such as monthly, quarterly, or annually. Budgets...
Using Your Financials To Optimize Financial Performance
Apr 11, 2023 | Blog, Business Operations
Many businesses have some sort of accounting software such as QuickBooks to help manage finances and then provide financial statements such as a balance sheet and income statement to help you gauge the financial performance of your business. Managing a business...
The Evolution of CFOs
Mar 14, 2023 | Blog, Business Operations
When you think of a Chief Financial Officer (CFO), you probably think of the individual within the business who oversees the monthly debits and credits that flow through the balance sheet and income statement, reviews the monthly financials, and advises an executive...
The In’s and Out’s of CFO Advisory Services
Jan 10, 2023 | Blog, Business Operations
Many people have heard of a Chief Financial Officer (CFO), and they know that this person deals with numbers, but they often question what exactly it is and whether or not it would be beneficial to their business. CFO Advisory is a Chief Financial Officer at a...
What led me to Advisory Services?
Dec 13, 2022 | Blog, Business Operations
Managing money has always been fun for me. Saving money came easy. At the young age of five, I had saved every birthday and Christmas dollar I had received since I was old enough to know what money was, so my parents took me to Columbia County Bank (now Millennium...
5 Time Hacks for Working Moms
Sep 13, 2022 | Blog, Business Operations
How to take meaningless tasks off your plate I am in full swing with my busiest work season of the year. It’s stressful, exciting, and rewarding, and I love it. But one thing I will not sacrifice is family time. In order to do that I have to be very conscious of how...
Law Firms: Planning for a New Year
Sep 2, 2022 | Blog, Business Operations, Law Firm
Strategic Planning Made Easy For Your Law Firm Don’t Get Overwhelmed. Overwhelm is the #1 reason I’ve seen law firms not have a strategic plan, or even think about developing a strategic plan. They don’t know where to start, so they don’t start at all. I agree...
Measure What Matters
Aug 27, 2022 | Accounting, Blog, Business Operations
Use Your Law Firm Accounting To Be More Profitable You Can Measure Almost Anything In Your Law Firm. It’s What You Do With That Information That Matters. If you are operating a law firm, measuring and monitoring your Key Performance Indicators (KPIs) will help...