CFO Services
Are You Avoiding Planning For Retirement? How To Start Planning For It Now (Without Freaking Out)
A few years back I started to think seriously about something that scares a lot of us big-time: planning for retirement. Now, It’s not like planning for retirement naturally comes up in conversation for people in their 20s and 30s. We definitely didn’t talk about growing up at my house. Money was a topic never discussed unless it…
Read MoreIs Your Bookkeeper Stealing From You? 4 Red Flags (and how to prevent them)
Updated in 2025 Now, let’s be real. The odds that your bookkeeper is stealing from you are pretty low. If you take the time to properly vet all of your candidates, and keep high standards and internal controls, you should be OK. Still, there is always a chance that someone you thought you thought you…
Read More6 QuickBooks Hacks You Can Use NOW To Clean Up Your Accounting FAST
One of the first things I tell ALL my clients is to keep an eye on their books. This is because accurate accounting is the most important thing you can do to keep your business running smoothly. So it’s no surprise that a lot of my clients come to me needing to clean up their accounting!…
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