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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…

various professionals speaking over video conferencing, concept for digital product delivery

Intentionality in Virtual Work: Clarifying Digital Product Delivery

December 28, 2021

I had the pleasure of speaking at the Digital CPA conference as a co-presenter with Kevin Cumley. Mr. Cumley was recently named one of the top 100 influencers in accounting. At the conference, I talked about the role of the digital CFO to keep clients…

skier in winter jacket pivoting on ski run, concept for change

Pivoting for Change

November 10, 2021

We want to congratulate you. Your business survived the pandemic. You’re still here and still pushing.    We may want things to be how they were pre-Covid, but we’re entirely moving into a new normal. Besides, did things ever really run as smoothly as we remember?…

Bride and groom kissing in wedding attire

How CPAs Do Weddings

October 7, 2021

Recently I pulled off one of the biggest and most important projects of my life. My son got married a few weeks ago to a lovely woman, and we are so happy to welcome her into our family. I ended up organizing much of the…

Group of distillery business owners doing research

How Distilleries Should Plan For The Future

May 10, 2021

There is reason to believe that 2021 will be a good year for distilleries. Congress has made a temporary tax reduction permanent, and many distilleries are benefiting from changes in regulations that allow direct-to-consumer (DTC) shipping and cocktails-to-go. Furthermore, the EU has issued a four-month…