CFO Services
3 simple steps to prevent a high tax bill from eating your profit
Let’s face it. Nobody really LIKES paying taxes, especially business owners and entrepreneurs. In all my years in the financial space, I have yet to meet the business owner who is really enthusiastic about tax time! But sometimes, a business tax bill is more than just a nuisance. Sometimes, you get an unexpectedly high tax…
Read More3 powerful money milestones to strive for in 2026
Do you have big plans for your money this year, or are you still not quite sure what you want to achieve? Either way, it’s OK! But I’ve found that success is a lot easier to achieve when you know where you want to go. I set money milestones for myself every year, and it’s…
Read MoreHow to set SMART goals for your money this year (the fun way!)
Setting money goals is about more than just making more money. It’s about taking a smart approach to ALL aspects of your financial life. Now, what do I mean by all areas? It’s about more than income. It’s also about expenses, debt, savings and investments. All of these areas together create a complete financial picture.…
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