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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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Accounting for Marketing Agency: Achieving Business Success with an Outsourced CFO

‍In the fast-paced world of marketing and advertising, businesses often face challenges in managing...

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Mastering Billing & Collections: 3 Requirements for Success

Earlier in my career, I took a position as a Controller for a small yet promising online marketing...

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Consistency: The Key to Business Financial Success

At a Toastmaster meeting, I heard a story that I found really interesting about a ceramics teacher...

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3 Ways to Prepare your Business for a Recession

As a business owner, it's crucial to be prepared for a potential downturn in the economy. The past...

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Cash and Your Bank

Updated March 16, 2023

When writing this, U.S. Bank Regulators took over Silicon Valley Bank and...

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Five Ways to Grow Your Business to the Next Level

As a former boys’ basketball coach, I taught my players the Give & Go play, where teamwork allows...

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Keeping Score — How KPIs Can Help

Sometimes keeping score isn’t fun. When you aren’t winning or your business isn’t growing as fast...

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The CFO: The Missing Piece for Small Business Growth and Success

The rise of fractional CFOs has revolutionized the way small businesses approach their finances....

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Forecasting Model: A Solution to Flying Blind

You have probably heard the expression “Flying Blind” and maybe you have seen it used in the broad...

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