In this episode, I speak with James Donovan about how accountants and fractional CFOs can get booked solid using Google, LinkedIn, online reviews, and inbound systems without selling.
Many business owners aim for a 10% net profit margin—but is that actually enough? In this article, we break down what healthy businesses earn, how to evaluate profitability, and what benchmarks successful companies use.
The new year is the perfect time to think about finances in a fresh way. These fun financial facts highlight surprising insights about money, business performance, and financial success.
A monthly financial review is where clarity replaces guesswork. In this episode, I explain how to evaluate your P&L and balance sheet using simple graphs and key ratios to spot trends, uncover problems early, and protect the long-term health of your business.
Many business owners unintentionally damage their companies by avoiding the financial side of the business. Over time, small financial issues compound into serious problems. This article explains why owners must stay engaged with their company’s financial health to prevent “death by 1,000 cuts.”
Taking time off should restore your energy, not create anxiety. In this episode, I talk with Brandon Poe about how business owners can truly unplug from work while ensuring their business continues to run smoothly.
Budgeting should not start with wishful revenue goals. In this episode, I explain how to build a practical, bottom-up budget based on how your business actually generates revenue, so your numbers support real profitability.
This week I sit down with Heather Spraduto from ADP to explore Accountant Connect, a free platform that helps accountants and advisors answer real client questions using pay and benefits benchmarks, compliance alerts, and business valuation insights that support smarter decisions.
When employees lack clear performance metrics, accountability and productivity often decline. This article explains why KPIs and annual reviews are essential tools for improving employee performance and building a stronger business.