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Understanding Your Financial Statements financial statements planning
Unless you come from an accounting or finance background, you probably didn't get a great education in what financial statements are and why they are important in your business. Many owners that I...
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Gain Clarity In Your Business To Drive Revenue Growth – Part 5 customer journey marketing planning

In Part 1 of this series, we talked about the importance of gaining clarity on your vision, mission and guiding principles and aligning your branding to showcase them. In Part 2, we discussed how...

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Gain Clarity In Your Business To Drive Revenue Growth – Part 4 customer journey marketing planning

In Part 1 of this series, we talked about the importance of gaining clarity on your vision, mission and guiding principles and aligning your branding to showcase them. In Part 2, we discussed how...

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Gain Clarity In Your Business To Drive Revenue Growth – Part 3 customer journey marketing planning

In Part 1 of this series, we talked about the importance of gaining clarity on your vision, mission and guiding principles and aligning your branding to showcase them. In Part 2 of this series, we...

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Gain Clarity In Your Business To Drive Revenue Growth – Part 2 customer journey marketing planning

In Part 1 of this series, we talked about the importance of gaining clarity on your vision, mission and guiding principles and aligning your branding to showcase them. If you missed it, you can...

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Gain Clarity In Your Business To Drive Revenue Growth – Part 1 accountability customer journey marketing planning

“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you know yourself but not the enemy, for every victory gained you will also suffer a defeat. If...

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Post-Procedure...What Happens Now? accountability procedures process improvement
Good job! You’ve written a procedure and rolled it out to everyone! Now what?
 
There are a few things you need to keep in mind:
  • It will take some time for everyone to be comfortable...
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Writing Procedures 101 accountability procedures process improvement
In the previous posts in this series, we talked about why procedures are important and what kinds of things you should have a procedure for. The next step is actually writing a procedure.
 
...
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What Kind of Things Do I Need Procedures For? accountability procedures
Procedures help make life easier – they tell us how to do something and bring consistency to our businesses. In a perfect world, procedures ensure that a particular task is done the same way...
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Who's Responsible For That Again? accountability procedures
Most companies have a basic procedure for all of the tasks that have to be completed to manage inventory, fill sales orders and record all of the necessary transactions in whatever system the...
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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.