The Magic of Your Financial Reports Explained

The Magic of Your Financial Reports Explained

Meet the three main objectives that our Principal Business Consultant Joanna Bramer goes through with her clients each month when she reviews their financial reporting and analysis with them.

Paying Your Taxes as a Small Business Owner

Paying Your Taxes as a Small Business Owner

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.


Grow Your Profit with Your Own CFO

Grow Your Profit with Your Own CFO

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.


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.

Building Your Strategy: Putting you on the path for success!

If you're working on next year's plan and could use a little help, take a moment to read our latest Blog post on building your strategy. Creating a comprehensive Strategic Plan is critical to achieving your goals. This month we're weighing in on what is the most important and how to develop a well thought out plan.

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.

So you have a budget, what's next?

Whether your business is 30 days or 30 years old, at some point you most likely thought about developing a budget to keep your expenses in check. Your budget should not just be a static object to adhere to, but rather a fluid management tool used to measure your progress against targets.