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how an allowance protects contractor profit margins in every market

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…

how fractional CFOs help businesses

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…

Curiosity And The CPA

March 29, 2023

When you think of a stereotypical CPA, what are the adjectives that come to mind? If you watch the same broadcast media as me, you are probably thinking, boring, dry, rule follower, etc. But, I would argue that the trait that best describes me, and…

various professionals speaking over video conferencing, concept for digital product delivery

Intentionality in Virtual Work: Clarifying Digital Product Delivery

December 28, 2021

I had the pleasure of speaking at the Digital CPA conference as a co-presenter with Kevin Cumley. Mr. Cumley was recently named one of the top 100 influencers in accounting. At the conference, I talked about the role of the digital CFO to keep clients…

skier in winter jacket pivoting on ski run, concept for change

Pivoting for Change

November 10, 2021

We want to congratulate you. Your business survived the pandemic. You’re still here and still pushing.    We may want things to be how they were pre-Covid, but we’re entirely moving into a new normal. Besides, did things ever really run as smoothly as we remember?…

Group of distillery business owners doing research

How Distilleries Should Plan For The Future

May 10, 2021

There is reason to believe that 2021 will be a good year for distilleries. 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, the EU has issued a four-month…

Virtual CFOs on a computer screen

What Is A Virtual CFO And Does My Business Need One?

February 18, 2021

Your Washington D.C.-based business is growing. Customers are buying what you’re selling. You should be ecstatic, but you can’t sleep at night. You feel like the business is out of control. Things should be rosy, but instead, it feels strained. You’re confused by the reports…

Tax papers next to a calculator and computer

What Has Gone Right in 2020

December 22, 2020

2020 hasn’t gone the way anyone expected, giving everyone plenty of reasons to worry and fret. But I thought it might be good to focus on the positive rather than the negative for this year-end blog. We could all use more of the former and…