Small business purchases require immediate finance support. Learn why fractional CFO (micro CFO) and bookkeeper support are essential for your new business success.

In today’s data-driven economy, small businesses generate more data than ever before – sales transactions, customer behavior, financial records, website analytics, and operational metrics. But having data isn’t enough. The real advantage comes from understanding it. That’s why business intelligence (BI)  is becoming essential for small businesses. Business intelligence helps transform raw data into actionable insights, enabling smarter decisions, stronger financial performanc

When it comes time to value a small business - whether for a sale, acquisition, or internal planning - the two most common financial metrics used are EBITDA (Earnings Before Interest, Taxes, Depreciation & Amortization) and SDE (Seller’s Discretionary Earnings). Both represent measures of a company’s earning power, but they are used for different types of businesses and result in different valuation ranges. Understanding multiples in small business valuation is essential for

In this second post of our five-part series, we walk through common methods of receiving bills, discuss pros and cons, and highlight which methods tend to work best – especially for small businesses seeking to grow without getting buried in paperwork.

When you are looking at the financial performance of a small business that is owner-operated, one of the most relevant metrics is Seller’s Discretionary Earnings (SDE).

In recent years, cryptocurrency has evolved from a niche tech concept into a mainstream financial tool. With companies like PayPal, Visa,...

Running a small business is a thrilling mix of passion, hustle, and constant decision-making. You're balancing sales, operations,...

Staying on top of your business finances doesn’t have to be overwhelming—especially if you’re using QuickBooks Online. With just a few...

When it comes to securing a bank loan for your small business, lenders don’t just look at your revenue or your pitch deck—they evaluate...

Buying a small business can be one of the most exciting—and risky—decisions you'll ever make. Whether you're acquiring a startup or an established company, there’s more than just the purchase price to consider. Hidden problems, inconsistent financial reporting, or weak cash flow projections can quickly turn your dream acquisition into a costly mistake. This is where the right finance support team becomes invaluable. Hiring a fractional CFO and a professional bookkeeper to a

Part 1 of a 5-Part Series on Streamlining Your Bill Payment Process My experience with running small businesses, evaluating them for...

In small business finance there’s a term that gets thrown around often: EBITDA . But what is EBITDA, why is it important, and how is it...

As businesses grow, so do their needs for finance support. Small businesses often find themselves at a crossroads when it comes to...

Starting or growing a business often requires financial support, and for many business owners, business loans are an essential resource....

The new year brings a fresh start for small businesses, and it's the perfect time to set up strong financial practices that will keep...

All small business owners know and understand the importance of having strong financial advice and oversight – but hiring a full-time...

As a small business owner, your financial professionals—whether they are accountants, bookkeepers, fractional CFOs, or tax preparers—work...

In my years of working with businesses of all sizes, I've discovered that their finance functions typically fall into three key...

Interest rates were so low for so long it has been easy not to think about the unused cash sitting in your checking account.  With that...

In my work with small businesses I’ve found that many owners do not take the time to analyze their financial results on a regular basis....