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NEWS & UPDATES
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Do You Really Need a CFO? Here’s How to Know
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.
Sep 292 min read


How Forecasting Keeps Your Business Strong and Steady
A budget sets the plan. A forecast keeps it real. Your budget shows where you intended  to go. Your forecast reflects what’s actually...
Sep 11 min read


Mid-Year Check In
This is the perfect time to pause and recalibrate. A mid-year financial check-in helps you: ✅ Spot gaps by comparing budget to actuals ✅...
Aug 261 min read


Forecasting with Confidence: Why Every Business Needs Financial Clarity
Accurate financial forecasting isn’t just for large companies, it’s essential for businesses of all sizes! This video explains what it is...
Jul 281 min read


Bookkeeping Basics for Business Growth
Bookkeeping is like GPS for your business—without it, you’re driving blind. Accurate numbers help you plan, grow, and avoid surprises.
Jul 172 min read


Cash Forecasting Strategies for Business Stability
Cash forecasting is the practice of estimating upcoming inflows and outflows to predict future balances. It isn’t about perfection—it’s about spotting shortfalls early, tightening spending, following up on invoices, and making informed decisions before crises hit. A simple 13‑week rhythm builds confidence, reduces stress, and helps you steer your business with clarity and control.
Jun 193 min read


Tracking Small Costs to Avoid Big Issues
Small expenses can quietly drain your profits if left unchecked. In this quick video, our CEO breaks down how monitoring those minor...
Jun 161 min read


Mastering Bank Reconciliation: Tips and Techniques
Regular bank reconciliation prevents errors, detects fraud, and ensures accurate cash flow. Stay proactive, stay financially secure!
Mar 203 min read


Monthly Financial Statements: What Every Business Needs to Know
Regular financial reviews ensure stability, spot risks early, and keep your business on track for success. Stay informed, stay ahead!
Mar 133 min read


The Role of Investing in Strategic Financial Planning for Business Owners and Analysts
When it comes to financial planning, investing plays a crucial role in securing the future and driving growth. For business owners, it...
Nov 12, 20243 min read


Understanding the Role of Fractional CFOs and the Benefits of Budget Consulting
In today’s fast-paced business landscape, small and medium-sized businesses (SMBs) face constant pressure to manage their finances...
Sep 10, 20243 min read


How a Fractional CFO Can Improve Your Business' Cash Flow
In the fast-paced world of business, maintaining healthy cash flow is essential for growth and sustainability. However, small to...
Jul 9, 20243 min read


Why Every Business Needs a Fractional CFO
As a business owner, you understand the importance of managing your finances effectively. However, with the demands of running a...
Jun 8, 20232 min read
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