How to Increase Profit
I frequently see businesses that are not profitable or have small profit. Usually, these owners are burned out and very frustrated and don’t know what to do to fix the situation. Here are some of… How to Increase Profit
How videos help your SEO – 1st page of google example
I am personally excited about this post as I did something pretty cool. It doesn’t have anything to do with bookkeeping or fractional CFO work but I wanted to share it with you in case… How videos help your SEO – 1st page of google example
3 metrics you are focusing on that may not help improve your business – Revenue, Profit, Growth
Here are some metrics that are good metrics but sometimes business owners rely too heavily on them instead of really trying to improve the business. Having a healthy business means that it is a sellable… 3 metrics you are focusing on that may not help improve your business – Revenue, Profit, Growth
Podcast on Bookkeeping, Budgeting and Profitability
I had the pleasure of being on the Rialto Marketing Podcast with Tim Fitzpatrick. We covered some great topics including – How can people be more efficient with bookkeeping? What do people get wrong when… Podcast on Bookkeeping, Budgeting and Profitability
How to classify transactions for bookkeeping
For most CEOs one thing they struggle with for bookkeeping is how to classify transactions – should it be an office expense, cost of goods sold, or ask my accountant? Luckily there are some guidelines… How to classify transactions for bookkeeping
Employee Retention Credit (ERC) Overview
Now that PPP2 has come and gone for the most part we are seeing more questions for help on the Employee Retention Credit (ERC) to see if they are eligible and how to apply. We… Employee Retention Credit (ERC) Overview
What are bookkeeping services?
Bookkeeping is a very general term and has many different definitions kind of like a handyman. Some handyman can repair everything from HVAC to plumbing and painting, while others really only do smaller jobs like… What are bookkeeping services?
5 Key Metrics to Check in your Five Year Plan
Here are my favorite metrics to check when I finish creating a five year plan. These metrics are also great to check for annual budgets or even monthly forecasts. Revenue Growth Year over Year Percentage… 5 Key Metrics to Check in your Five Year Plan
How to Account for CARES Act Money – PPP and EID, Loans, Grants, Advances
There continues to be a lot of conflicting information regarding the different programs associated with the CARES Act. We will continue to update this post as we find out more however this money is coming… How to Account for CARES Act Money – PPP and EID, Loans, Grants, Advances
How to Create a 13 Week Cash Forecast
In this video I explain how to create a 13 week Cash Flow Template, Customer Forecast and AR Forecast. I also share lots of good excel and QBO tips along the way 🙂 If you… How to Create a 13 Week Cash Forecast
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