CFO

Ways to Work with Lighthouse Advisory

Ways to Work with Lighthouse Advisory

Hiring your first employee is such an exciting time for a business and can be really overwhelming if you, the business owner, are also stepping into the role of HR, Payroll, and Manager. If you’re feeling a bit stressed, you’re not alone! I hope this checklist helps, and remember, once you find the right person to fill the role, the possibilities are endless! 

How to Finish the 4th Quarter Strong in Your Business

How to Finish the 4th Quarter Strong in Your Business

The 4th quarter of the year is upon us! You can either look at the year's final quarter as crunch time or as an opportunity to make something happen. Whether you’re on track with your goals or need a boost, let’s finish the last quarter of the year strong. I’ve seen from experience that with the right plan in place, business owners can have an incredible Q4. Today, I want to share part of that framework with you so you can finish this year strong!

5 Common Questions about Working with Lighthouse Advisory Answered

5 Common Questions about Working with Lighthouse Advisory Answered

This all started a few weeks ago when a business owner reached out with some questions about working with me. I had a realization that other business owners could have the same questions. While I love participating in 1:1 networking and my free introductory calls, I thought that if I took the time to record our conversation that it could answer those questions for you and when we meet, we can talk more about your business.

You can watch the video of our conversation on the blog. I hope this answers your questions, and you feel ready to go ahead and schedule our initial call.

How the Profit First Method Works

How the Profit First Method Works

As a business owner, you work really hard and wear multiple hats (and scarves and shirts) to make everything work. You deserve to enjoy the fruits of your labor and live well without feeling stressed come tax season or hoping there’s enough money to pay yourself each month. There’s a better way to manage your business cash flow without increasing sales.


Finding your successes in 2020!

2020 has been a tough year. Take a moment to reflect on your successes and see some of mine. These ideas and adjustments are worth celebrating! I have pulled together some areas where I have seen some of your businesses excel; take a moment, recognize yourself for those wins.

Contrasting Bookkeepers, Accountants, and CFO/Controller

If you aren’t sure what the difference is between a bookkeeper or accountant and a controller/CFO, it’s ok, you aren’t alone. I frequently get asked if I provide bookkeeping services (I do not) but not everyone understands why. I wanted to use this month’s newsletter to explain what the differences are between the two roles.