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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…

COGS Calculation

Without Knowing Your COGS, How Can You Become a Master of Margins?

June 30, 2023

One rather sad truth that I know to be true for all of my distillery clients… When a shopper looks at a bottle of their spirits on the shelf, they have no idea how much it costs to produce that bottle. Another sad truth? That…

Fractional CFO vs Outsourced Acct

Fractional CFO versus Outsourced Accounting Team, what does your organization need?

May 28, 2023

Let’s do an imagination exercise. You have a small but growing business that is really starting to gain traction. You have had a bookkeeper for years but your needs have really started to outgrow her abilities. Increasingly, you want someone that isn’t just showing you…

how fractional CFOs help businesses

The Different Stages of Business and How a Fractional CFO Can Help

April 28, 2023

Running a business can be a complex endeavor, and financial management is a critical part of that process. Think of your financials as a map that helps you get from where you are to where you are seeking to go. Imagine trying to make a…

Curiosity And The CPA

March 29, 2023

When you think of a stereotypical CPA, what are the adjectives that come to mind? If you watch the same broadcast media as me, you are probably thinking, boring, dry, rule follower, etc. But, I would argue that the trait that best describes me, and…