Startup lessons in the failure of Bench Accounting
Imagine waking up a few days after Christmas, toddlers running around your house, tripping on toys, and thinking only about coffee. You take your first sip, open the headlines on your phone, and...
View ArticleNo Need to File Your BOI (For Now)
A recent federal court ruling has temporarily halted the enforcement of the Corporate Transparency Act (CTA), which mandated that certain businesses disclose their beneficial ownership information...
View ArticleDefense Startups and SMBs Prepare for Trump 2.0
As President-elect Donald Trump narrows in on potential picks for deputy secretary of defense, the defense industry is speculating what significant shifts in policy and priorities might be in store....
View ArticlePreparing for Tariffs: 4 Proactive Strategies for Small Businesses
As the Trump Administration’s tariff plans approach reality, you may worry about their impact on your small business. Planning ahead can mitigate tariff risks, maintain profitability, help you sleep...
View ArticleTrump’s Second Term: The Impact on Small Businesses
With the 2024 presidential election behind us, you should now prepare for how Trump’s new administration will impact your business. Keep in mind nobody truly knows what is in store – Trump’s 2016...
View ArticleCost Management: Three Ways to Nearshore Labor
As the US trade war with China enters its 7th year, hundreds of businesses are looking to nearshore labor as a growth solution. Nearshoring is an attractive strategy for businesses looking to optimize...
View ArticleSmall business strategy: Taking advantage of lower interest rates
The federal reserve will lower interest rates, ending a three-year strategy to stamp out inflation. During that time, I’ve seen startups turn to zombies as they failed to raise VC funding, growth...
View ArticleFinding an Interim CFO After a Sudden Departure
When a CFO suddenly departs, it can leave your business in a vulnerable position. Financial operations are too critical to put on hold, and the emotional toll of losing a key leader can further...
View ArticleFounder Mode: A New Name for an Old Challenge
By now you have probably heard of Paul Graham’s essay, “Founder Mode.” Paul’s thesis, spawned from AirBnB Founder Brian Chesky’s talk at Y-Combinator, has resonated widely within the startup...
View ArticleThe Startup Tax Deduction: Probably Won’t Help your Startup
Presidential candidate Kamala Harris is proposing a 10x expansion of the Startup Tax Deduction, from $5k to $50k, to promote the creation of small businesses. While this sounds great as a headline,...
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CFO Strategy: Managing the SEO Headwinds
If your SEO is struggling this year, you are not alone: the rise of AI has upended digital marketing in 2024. Plenty of articles analyze the technical SEO changes and hypothesize how AI is changing...
View ArticleCreating An Annual Budget With Your Fractional CFO
Building an effective annual budget is more than just crunching numbers—it’s about creating a strategic roadmap that aligns your managers to the business goals. This process can feel dreadful for...
View ArticleTrump vs. Harris: How Each Presidency Could Shape the Future for Small...
As the 2024 presidential election approaches, you may be wondering how a Trump presidency might impact your small business differently from a Harris presidency. The economic policies of each candidate...
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Understanding Fractional CFO Salary Trends
Over the past ten years, the role of a fractional CFO has changed the small business landscape. Hiring a full-time Chief Financial Officer (CFO) is seldom viable for small businesses and startups....
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Southwest is Changing Their Revenue Strategy. Should you?
Did you hear Southwest Airlines will end open seating in an effort to boost its profits? This, and other operational changes, mark a departure from its 57-year strategy of operating differently from...
View ArticleHow a CFO Can Help Secure Funding for Your Business
Raising capital can be both exhilarating and daunting. As an entrepreneur raising capital for the first time, you may be excited about the prospect of scaling your business but also concerned about...
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How to Compare Budget vs Actual Report
A small business budget is not much use if you only look at it once per year. The best businesses review a budget vs. actual report monthly with their CFO. This classic method of evaluating...
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CFO Strategy: Managing the Downfall of SEO
If your SEO is struggling this year, you are not alone: the rise of AI has upended digital marketing in 2024. Plenty of articles analyze the technical SEO changes and hypothesize how AI is changing...
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The Key Differences Between a Controller and a CFO in Small Businesses
When building your back office, you may consider whether you need a financial controller or a CFO. The skills and responsibilities of these roles overlap, and to make matters more confusing, an...
View ArticleThe Potential Impact of J.D. Vance’s Venture Capital Background on Federal...
On Monday, July 16th, Donal Trump announced his selection of J.D. Vance as Vice President. Never before has a former venture capitalist attained such high political rank. What could Vance’s experience...
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