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Business Operations

Fractional VS Traditional CFO

Fractional VS Traditional CFO

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

How A Modern CPA Firm Can Help You

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

Employee VS Contractor

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

Budgeting 101

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...

The Evolution of CFOs

The Evolution of CFOs

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...

What led me to Advisory Services?

What led me to Advisory Services?

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

5 Time Hacks for Working Moms

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

Law Firms: Planning for a New Year

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

Measure What Matters

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...