Client Management

If your eyes glaze over at the idea of reading financial reports, knowing which reports are the most important can help save you a lot of time and heartache of figuring out your small business finances. Before you start digging into financial reports for your small business, knowing which ones are the most important and what they mean can be a huge help.

Having a business financial advisor as a part of your team can add value to your business and increase your growth. But when should you hire a financial advisor to help your business succeed? And what type of small business financial advisor do you need? And, most importantly, what kind of advice can a small business financial advisor help you with?

If you’re searching for help with scaling your business successfully, a virtual CFO can be a huge help. But how much do virtual CFO services actually cost and what can you expect to spend?

Hiring the wrong person to your team can have a massive impact on your business, but the impact of hiring the wrong outsourced CFO can be catastrophic to your business’ success. Finding the right person to help you solve your biggest financial challenges is something you don’t want to rush through. What’s the best way to find a virtual CFO to help you grow?

Most of how most people talk about what an outsourced CFO does is pretty vague. As a virtual CFO myself, I sometimes find it hard to explain what I do to help clients and put it into perspective, especially when most people think of the role of a CFO in a major corporation or large enterprise business. I want to clear up a bit about what a virtual CFO actually does and what you can expect when working with a financial advisor for your small business.

Let’s be honest, there’s no better feeling than seeing growth in your business. But even with all that growth, you might not be sure how your company is actually doing or where to go next to make sure that growth lasts. Virtual CFO services can help you make sense of your financials and make better decisions about the future of your business.

Before you decide to invest in hiring a digital CFO, it’s important to make sure that move is right for your business and the problems you want to overcome. Working with a fractional CFO isn’t right for every business.

Do I need a bookkeeper? Maybe an accountant? What about a virtual CFO? Most business owners don’t have a financial background so it can be hard to know who you need to hire, what it’s going to cost, and when you actually need each of these in your business.

Automation and AI aren't scary - they can make our lives easier.

How to get rid of client meetings and deliver even MORE value

Not sure how to get started with automating your workflow? Start here with our how-to guide.

Doing an annual software review is the easiest way to find some free money… that ends up as just pure profit. Here’s a step-by-step guide to help you through the process.

Cash is crucial - make sure you have some by getting paid. Here are 3 simple steps to make sure you do.

Wish you understood how payment processing actually worked? We break it down here

Most businesses start out with a free tool, like Asana or Trello. But at some point, those free tools probably won’t cut it and it’s time to transition to something more robust. When is the right time to start thinking about moving to a "real" project management system?

Should you accept credit cards? Which ones? But the fees are so high! Find out the right way and the wrong way to accept credit cards in your business.

How to motivate yourself to become more productive with one simple change

When the world is full of limitless possibilities, choosing just one thing seems virtually impossible. Having a process can create major efficiencies in your business, but also be creatively liberating.

Change either makes your job easier to do, or it makes the business easier to operate. But it can be scary, stressful, and uncomfortable. The way you make change more comfortable and less scary is through change management.

What does SaaS actually mean, anyway? We break it down and tell you why it’s so much better than what we had before.

As you think about how and when to grow your business, you come to the decision point that inevitably hits any growing business - HOW do I grow to support the influx of business? Do I outsource? Hire employees? Employ a team of freelancers? Or do I consciously choose not to grow?

Sales are a vanity metric - using them as a measure of the health of your business is a mistake. Find out what you SHOULD be paying attention to.

Bigger business isn’t always better — before you decide to scale, here are three things to consider.

Cash flow and profitability are both important metrics used in business finance and especially in the world of accounting. They serve as great tools for measuring success and financial health and your accountant has probably talked about these before. If you’re confused, you’re not alone!