Learning Center

5 Things Business Owners Can Do to Make Personal Tax Prep Easier

5 Things Business Owners Can Do to Make Personal Tax Prep Easier

March 30, 2018 - Resource Type

Personal tax returns are due soon. Many business owners dread the thought. Our personal returns are different – many of us earn passive income and need our corporate or partnership returns completed before we can file our personal returns. If you know you won’t be ready by April 15th, instruct your accountant to file an extension now....
CFO. Controller. Bookkeeper. What’s the Difference? What Should I Pay?

CFO. Controller. Bookkeeper. What’s the Difference? What Should I Pay?

March 27, 2018 - Virtual CFO

Many business owners we work with have a good understanding of what they want from their accounting and finance operations.  The challenge is figuring out what is the best role – and cost – for their accounting given their company’s current stage of growth....
5 Signs Your Financial System is Failing You

5 Signs Your Financial System is Failing You

March 22, 2018 - Financial Reporting

Most companies start out with a financial system that takes care of basic needs, like QuickBooks. The problem is that fast-growing businesses soon run up against its limitations: inadequate reporting, data accessibility issues, manual processes and low system integration. Companies tend to fix these problems through spreadsheets, which create new problems (like working off the wrong version of a spreadsheet). It can get maddening in a hurry, causing companies to make critical decisions in error....
Managing Cash Flow: Raising, Spending and Tracking for your Company

Managing Cash Flow: Raising, Spending and Tracking for your Company

March 13, 2018 - Resource Type

Managing cash is crucial for an early-stage business owner. Cash gives us the time we need to prove out a business model and build a sustainable business. Fast growing companies know how to manage their cash to successfully scale up. Below are some general observations we’ve seen in companies that have grown substantially....
Three Simple KPIs for Your Business to Track

Three Simple KPIs for Your Business to Track

February 15, 2018 - Categories

There are three simple Key Performance Indicators you can track that will readily provide you information you need about your company’s performance, profitability and liquidity....
Lockboxes: How Banks Can Confiscate Your Cash

Lockboxes: How Banks Can Confiscate Your Cash

February 11, 2018 - Resource Type

If your company has receivables or inventory, chances are you’ve come across somebody who wants to lend you money against them. This loan type, called Asset Based Lending (ABL) is popular. It comes with a catch – especially if your company is not yet profitable. That catch is called a lockbox, and it can cause you real problems with your company’s cash flow if not carefully managed....
Your personal CFO tips: Why and how to negotiate with VCs

Your personal CFO tips: Why and how to negotiate with VCs

February 1, 2018 - Resource Type

f you are an entrepreneur with hopes of raising venture capital, know this: VCs are in the fundraising business, too. In fact, they need capital more badly than you do. No capital = no fund = no business. Entrepreneurs can bootstrap a business much more easily than a VC....
5 Signs It’s Time to Hire a Virtual CFO

5 Signs It’s Time to Hire a Virtual CFO

January 1, 2018 - Virtual CFO

Your company is growing and you’ve never been busier.  Sales are up, new customers are coming on board and you’re hiring like crazy.  Your problem is cash… it just doesn’t seem to be at the levels you expect given your success.  You are spending way too much time on things that really aren’t growing your company.  Like accounting....

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