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Illustration of two business professionals analyzing bar and pie charts on a large screen. One person is presenting data while the other observes thoughtfully. The text on the graphic reads 'SMART Reporting: A Framework for Growth and Clarity,' alongside the KBS CFO logo in the upper left corner. The design features maroon, yellow, and gray color elements.

SMART Reporting: A Framework for Growth and Clarity

December 16, 2024

At KBS CFO we believe that numbers tell a story, but they’re only part of the equation. Successful businesses thrive when they have actionable insights, a clear strategy, and timely information. That’s why I developed the concept of SMART Reporting, a tailored framework to help…

Building Your Distillery with an Exit Strategy in Mind

November 19, 2024

When you think of owning a distillery, it’s easy to get caught up in the dream of a major league buyout, the kind you read about in industry headlines. After all, who wouldn’t want their small-batch operation to turn into a household name and get…

Illustration of a diverse group of business professionals holding symbols of finance and growth, including a large dollar coin, a banknote, a rising arrow, and a calculator. The image accompanies the title 'Preparing Your GovCon Business for the New Fiscal Year and Beyond' next to the KBS CFO logo.

Preparing Your GovCon Business for the New Fiscal Year and Beyond

October 31, 2024

As we enter a new fiscal year, government contractors face a unique set of challenges than other non-government contractors. From shifting budgets, competitive bidding for contracts, and the need for compliance with strict regulations, the start of the fiscal year is an important time to…

Illustration of five businesspeople holding symbols of finance including a piggy bank, a large dollar coin, an oversized bill, a growth chart, and a calculator, representing financial management. The text on the right reads 'Outgrowing Your First Accounting System' with the KBS CFO logo in the top-right corner.

Outgrowing Your First Accounting System

September 26, 2024

I recently had the opportunity to present at ADI 2024 Baltimore, a craft spirits conference and vendor expo put on by the American Distilling Institute. This was a really fun experience for me, not only because I work with many distillers as a Fractional Distillery…

Infographic illustrating a cyclical process for implementing change in business with arrows labeled 'Plan,' 'Develop,' 'Test,' 'Deploy,' and 'Review,' surrounding a central gear icon.

The Third Quarter is the Time for Business Change

August 26, 2024

The third quarter is often overlooked in business planning. Right between the busy first quarter and the big end of year push in the fourth quarter, the third quarter can feel slow like the dog days of summer. But those of us in the accounting…

A graphic showing a work simulation as the ultimate strategy for hiring top accounting talent.

Work Simulation: The Ultimate Strategy for Hiring Top Accounting Talent

July 23, 2024

At KBS CFO we pride ourselves on providing our clients with high quality CFO, CAO and anticipatory accounting services. Our team members are dedicated to helping our clients and we find joy in the work and in their success.  When my firm is growing to…

Illustration of a person enjoying a beach scene with text: "Taking Time Off is a Crucial Component of Business Strategy to Growing Your Business." KBS CFO logo is in the top left corner.

Taking Time Off is a Crucial component of Business Strategy to Growing Your Business

June 24, 2024

It’s summertime and with it comes lots of time away from the office and even, away from your business entirely. I know as a business owner myself that this can seem impossible to do. But your business needs you to take a break!  I’m here…

hype cycle graph

The Design Builder’s Gift: Guiding Clients Through the Hype Cycle

May 25, 2024

Design builders are incredibly gifted at transforming our most prized possessions. They can envision a new future for a kitchen, bathroom, or outside living area, plan out how to make that vision a reality, and then execute it step-by-step until the project is done.  At…

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…