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Does Your Distillery Need a Fractional CFO?

July 7, 2022

Raise your hand if you are a fan of the Breaking Bad spinoff, Better Call Saul? I absolutely love the show for its dark comedy edge and gripping plotlines. One of my favorite episodes is “Bagman” from the fifth season. It is acclaimed for its…

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How Government Contractors in Education Can Plan for the Future

May 12, 2022

While government contractors are incredibly diverse, I want to highlight a particular type of government contractor: Childhood education, which has recently been in the news as part of some recent federal legislation. Government contractors in education advance humanity’s progress in this world by providing diverse…

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The Diversity of Government Contractors

May 10, 2022

When we think of government contractors, industries like building, manufacturing, and defense often come to mind. Of course, plenty of government contractors can indeed be found in those industries. Still, through my decades of experience providing CFO services to government contractors, I have discovered that…

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Your Guide to Year-End Tax Planning

February 23, 2022

Years ago, I worked for a tax firm as a junior accountant. When it came time for year-end tax planning, I had a client I could see coming from a mile away. This client was the owner of multiple fine dining restaurants, one of them…

1040 Income Tax Form with Woman Holding a Calculator

How to get clients to pay more taxes (and why they should)

February 8, 2022

Not long ago, I was working with a business in Montgomery County that was accustomed to working with a different advisor. It’s always interesting to see how others in my industry operate, and in this situation, I started having thoughts that my mind kept revisiting…