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How Choosing the Right Tool Makes All the Difference for Fractional CFO Clients

February 22, 2024

One of the ways we make sure our business owner clients achieve their goals for sustainability and growth is to get face time with them on a regular basis. We sit down together every month, online or in person, and check in on how things…

Crafting a Long-Term Distillery Business Plan

December 27, 2022

The craft distillery industry has experienced numerous changes concerning legislation and taxation over the years. 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, we have seen the effects…

Two people of color discussing business financials at a table with tax papers behind them

Virtual CFOs Vs. Other Financial Professions: A Complete Comparison

November 28, 2022

Having a successful company doesn’t seem like it could ever be a bad thing, but a growing company typically comes with new problems that require new – and often expensive – solutions. One of the things you may notice as your business continues to thrive…

Diverse group of business professionals with good communication skills

How to Clearly Communicate with Your CFO

September 30, 2022

I think one of the main issues we have in the world today is poor communication. As simple as it may seem, few people know how to communicate clearly. Frankly, this can cost you a lot in your life, including your business.  How do you…

Group of stakeholders discussing finances with a chief anticipation officer and a fractional CFO

3 Critical Conversations to Have with A Fractional CFO

August 30, 2022

When you’ve worked with as many people as I have, you eventually see it all. And alongside the experience cred you gain, you get the wisdom of hindsight. Over the years of working with small businesses to plan their financial future and hit their growth…