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Second quarter is a time for growth, people on an arrow going up

The Second Quarter is the Time for Business Growth

April 25, 2024

The first quarter is a very busy time of year for those of us in the accounting world. It is well known that tax accountants are overextended and up to their eyeballs in preparing and filing income tax returns for their clients from January until…

Beyond the Books: The Difference Between A Tax Accountant and A CPA

Beyond the Books: The Difference Between a Tax Accountant and a CPA

November 18, 2023

As a CPA, Fractional CFO, and Anticipatory Accountant, speaking to business owners about what I do is part of my day-to-day. I’ve been in this field for quite some time, have had many such conversations, and I’m always eager to “talk shop.” Something I’ve noticed…

how an allowance protects contractor profit margins in every market

Constructing your margin super powers – Allowances, Contingencies and more

October 16, 2023

Our accounting firm works regularly with general construction contractors. In the role as an Anticipatory Accountant, my job goes well beyond making sure their financial reports are capturing the accounting story accurately, they are in compliance with state and local tax regulations, liaising with the…

Let’s Talk Exit Strategy: How an Anticipatory Accountant Impacts the Value of Your Business

September 22, 2023

As a Fractional CFO and Anticipatory Accountant, I work with many business owners over long periods of time…from the time they are just getting off the ground until they are ready to step away from their business.  Business owners choose to leave their businesses behind…

When you partner with a forward thinking, strategic financial advisor, they can help you see what’s coming around the corner.

Anticipatory Accounting Helps Business See Ahead and Bounce Back

August 28, 2023

We all know that wellness is not a one-time event. If we only exercise once a year, we are not going to see any desired positive outcomes from our singular effort. If we throw the rare healthy meal into a diet that is mostly junk…