CFO Services
4 Money Challenges To Start The New Year Off Right
UPDATED for 2026 The beginning of a new year is a perfect time to reassess where you are, and set new goals and priorities. If you want to save money in the new year (or whenever you’re reading this!), it’s about more than just saving money. It’s about changing and upgrading your money story. Now,…
Read MoreThe $40,000 Tax Mistake My Client’s CPA (almost) Made
UPDATED for 2026 I make it a part of my regular services to ensure that the CPAs my clients work with aren’t making any costly mistakes. And trust me, even the best of CPAs can make a mistake on a tax return. It’s easy to see why… In 2025, the IRS received around 165 MILLION…
Read More3 Reasons The IRS Will Audit Your Small Business
UPDATED for 2025 Will the IRS audit your small business? I know it’s not a fun thing to think about, and I don’t want to put fear into your day. (As a small business owner, you’ve got enough going on!) But as an accountant who is looking out for you, I want to share the…
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