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…
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…
Accounting Apprenticeship: An Old School Solution to a Modern Workforce Problem
March 28, 2024
The accounting profession is experiencing a workforce shortage of epic proportions, the effects of which are cascading. Accounting firms are massively understaffed, which is leading to all sorts of problems, in personal lives, for businesses, and even on Wall Street. Risk of Burnout and Mistakes…
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…
3 Ways to Secure Cash Infusions for Small Businesses in 2024
January 25, 2024
There is no shortage of advice online about what small businesses need to do to expand or grow their operations during tough economic times. They talk about marketing efforts, restructuring lease agreements and debt, or moving business online. These articles might be all well and…
Fractional CFOs Prepare Your Business for Taxes
December 19, 2023
I recently wrote an article about one of the things I’ve noticed when “talking shop” with business owners. Many of them aren’t really clear on what a firm like KBS CFO can actually do for them. I got into the advisory nature of what CPAs…
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 Design/Build 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…
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