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…
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…
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…
Why Having Only 1 In-House Accounting Person isn’t Nearly Enough
July 28, 2023
Business owners start out wearing all the hats. They head up sales, marketing, operations, and client services. They are visionaries, task masters, go-getters, and rainmakers. And when they succeed and their business grows, they eventually put on a Human Resources hat that allows them to…
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 Firm vs Outsourced Accounting Service: 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…
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…
How Machine Learning Will Disrupt Accounting Processes
February 27, 2023
How will machine learning and artificial intelligence (AI) disrupt accounting in the coming years? Learn more about this topic from KBS CFO.
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