NEWS & UPDATES

Year-end is the perfect time to get your books in order. Reconcile accounts, review income and expenses, confirm payroll and contractor details, and back up your data. A few hours now can save you major stress later—and set you up for a smooth, confident start to the new year.

Profit doesn’t guarantee survival—cash flow does. Many small businesses fail not from lack of sales but from poor cash management. Late payments, high overhead, and weak forecasting can drain your cash fast. Stay ahead by tightening terms, building reserves, and tracking cash flow regularly. With strong cash discipline, your business stays healthy and resilient.

Payroll may not be the highlight of your week, but getting it right matters. Accurate, on-time pay builds trust, keeps morale high, and avoids costly mistakes. Automate where you can, double-check details, and stay ahead of deadlines. With the right systems—or the right partner—payroll can run smoothly without the stress.

Managing employee data is more than paperwork—it’s a serious responsibility. Colorado employers must follow strict rules for personnel files, privacy, and biometric data. Clear policies, staff training, and transparency are key to compliance. Protecting employee information isn’t just about avoiding fines—it’s about building trust and creating a secure, respectful workplace.

A solid paycheck isn’t enough to keep great employees, benefits matter. From health insurance and flexible hours to mental health resources, recognition, and professional growth, the right benefits help attract talent, boost productivity, and strengthen culture. Small businesses don’t need big budgets to compete—creativity and care go a long way.

Rapid growth, raising money, or planning a big move? These are signs it may be time to bring in a CFO...even on a project basis. A fractional CFO can build forecasts, prep your numbers, and create clarity so you avoid costly mistakes. You don’t need a full-time hire to get CFO-level help, just the right support at the right time.

Waiting until December to clean up your books is like cramming for a final exam—stressful, risky, and expensive. Getting your financials in order now saves time, avoids surprises, and makes year-end decisions easier. Clean books mean smarter choices, smoother tax prep, and less stress so you can actually enjoy the holidays.

Hiring independent contractors is common, but misclassification can bring costly legal and financial consequences. The Department of Labor’s 2024 Final Rule requires employers to consider six key factors under a “totality of the circumstances” test. Getting classification right is complex, but essential—and the right guidance can help you handle it with confidence.

Continuous feedback builds trust, shared learning, and daily improvement. Normalize small conversations, lead with curiosity, model vulnerability, teach feedback skills, and celebrate wins. Small, consistent actions can transform a team from just getting by to truly growing.

A budget sets the plan. A forecast keeps it real. Your budget shows where you intended  to go. Your forecast reflects what’s actually...

Filing Colorado sales tax can feel like navigating a maze of state, city, and special district rules. Home rule cities may require separate filings, filing frequency can change without notice, and even zero sales require returns. Misclassifying products or using the wrong rate can cost you. Stay organized, use reliable tools, and check rules often to avoid costly mistakes.

This is the perfect time to pause and recalibrate. A mid-year financial check-in helps you: ✅ Spot gaps by comparing budget to actuals ✅...

Year-end reporting doesn’t have to be overwhelming. Reconcile accounts, collect payments, organize receipts, review payroll, check inventory, and run key financial reports now to finish the year organized and ready for tax season.

Colorado’s new labor laws bring changes to paid leave, wage enforcement, noncompete rules, worker protections, and compliance. Employers face new requirements, penalties, and transparency measures, making quick adaptation essential.

Budgets aren’t just numbers, they’re roadmaps to your business goals. In this video, we share how to build one that works, stay on track,...

Ad hoc reporting gives you quick, customized insights when you need them most—no waiting, no digging. Whether you're tracking expenses, checking overdue invoices, or reviewing sales, you can generate the right report in minutes and make smarter decisions fast.

Financial missteps like skipping a budget, delaying reviews, mixing personal and business finances, or avoiding expert help can cost you...

Job costing tracks the true cost of each project—materials, labor, and overhead—so you know exactly where your money goes. It helps you price jobs confidently, spot issues early, and stop guessing.

Accurate financial forecasting isn’t just for large companies, it’s essential for businesses of all sizes! This video explains what it is...

Nearly half of U.S. workers say career growth has harmed their mental health. Mindfulness offers a simple way to support well-being at work.