It’s a wise practice to implement a year-end business review as a part of your end of year routine. While it’s exciting to look forward and plan for the year ahead, how will you know how to effectively create a plan if you fail to first look back at this year? Without conducting a year-end […]
Learn how to clean up your books in order to prepare for a strong end to your year. Business owners often have the best of intentions to stay on top of their own accounting and maintain accurate financial records. However, busy schedules and other pressing responsibilities can leave your accounting tasks on the backburner. You […]
Having a Chief Financial Officer, or CFO, on your team is an invaluable resource. A CFO plays a vastly different role than bookkeepers or accountants. Many business owners may find themselves asking the question, “What does a CFO actually do for your business?” This article aims to answer that question by explaining why CFOs are […]
A few weeks ago, some of our team members traveled to Orlando, Florida for the Scaling New Heights conference. SNH is a multi-day event for Accountants and other Business Advisors that offers the largest tech expo for Accountants in the country and more than 100 unique education sessions. Over four days, our team attended classes […]
Bookkeeper, accountant, or CFO. Which does your business really need? As a business owner, it’s important that you have solid financial professionals on your team. But before hiring, it’s critical to understand the role each of these professionals play and how they differ. In this article, we break down the key roles and responsibilities for […]
Conducting a mid-year review of your business gives you an opportunity to objectively assess the current state of your business and implement any necessary changes. And now that Q2 is coming to an end, it is the time to prepare for and conduct your business’ mid-year review. There are numerous benefits to conducting a mid-year […]
With the end of Q2 quickly approaching, now is the time to conduct a mid-year business review. Conducting a mid-year review for your business is highly beneficial because you’re able to objectively assess the progress of your business and have time to implement necessary changes for strong performance the second half of the year. Having […]
Setting and tracking financial goals is a critical part of running a successful business. And a critical component of tracking those goals is defining and monitoring KPIs, or key performance indicators. Because we know the value of regularly reviewing your business’s KPIs, we’re excited to offer a new service to our active clients as a […]