Manufacturing Accounting: Gain Clarity & Control Over Costs
May 20, 2025
There’s something inherently fascinating about transformation. Raw materials go in. Finished goods come out. Simple, right? Except it’s not. Because the magic doesn’t just happen. There’s a whole world of complexity between that first shipment of raw goods and the moment your product is boxed,…
The Great Retirement: How Searchers Are Fueling the Next Wave of Small Business Ownership
April 28, 2025
A quiet revolution is happening in the small business world. Every single day, 10,000 baby boomers retire, a trend that will continue until 2030. And with that millions of small businesses such as plumbing companies, accounting firms, HVAC services, and more are about to go…
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…
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…
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…
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…
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…
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…