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Financial Intelligence Guide

Gain clarity by staying on top of key financial issues that can impact on your SMB.

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Why Revenue Only Becomes Profit When Staffing Is Right

Revenue is the headline everyone chases. But in service businesses like agencies, revenue only...

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3 Ways Your Business Can Project New Revenue

Your bank account can look healthy while your business is quietly drifting off course. Cash today...

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How a Strategic CFO Helps You Scale Without Burning Out

Insights from financial expert Jim Taubert on managing growth, margins, and cash flow

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The First Step to Agency Growth: Forecasting Existing Revenue

When you run a marketing agency or service-based business, you're constantly making big decisions....

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Solving IRS Challenges and Building Smarter Tax Strategies

Taxes are unavoidable, but how you plan for them, and how you handle challenges with the IRS, can...

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How Trusted IT Partnerships Keep Your Business Running Smoothly

A great fractional CFO doesn’t just manage the numbers — they connect you with the right people to...

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Client Concentration Risk: A Silent Threat to Your Agency

If one client walked away tomorrow, how long could your agency survive?

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Employment Law Pitfalls Small Businesses Can Avoid

Staying compliant with employment law isn’t just a concern for large corporations. For small...

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Legal Mistakes That Cost Businesses Big: What to Watch For

Small business owners have a lot on their plates. But if there’s one thing you can’t afford to...

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