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Financial Intelligence Guide

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Forecasting & Modeling

AI in Financial Services: Bridging Efficiency and Expertise

The Secret of Change Is to Focus All of Your Energy, Not on Fighting the Old, But on Building the...

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Fighting Business Fires: Learn from Wildfire Tactics for Success

Have you noticed the escalating prevalence of news about wildfires lately? The growing trend of...

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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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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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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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How to Decrease Financial Anxiety in Your Business

In a study from Statistica, From April 2020 to September 2022, anywhere from 25% to 37% of adults...

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Can We Quiet the Chaos?

Does it feel like we are living in the most chaotic of times? We pile on more and more, and it gets...

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The Impending Cash Crunch

Over the last two years, the government has thrown money at small businesses with the Paycheck...

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How CFOs are Integral to Helping Small Business be Successful

Since I started my CFO Services Firm, it seems like small businesses have had to endure challenges...

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