Are Virtual CFO Services For You?

Are Virtual CFO Services For You?

The short answer is at least $1.0m in revenue and sometimes this can be more in the range of $1.5m to $2.0m in revenue. The long answer is it depends.   Is your revenue enough that virtual CFO services make sense? Companies using virtual CFO services typically...
5 Ways to Restore Your Cash

5 Ways to Restore Your Cash

Growing your wealth is the name of the game. Many business owners only focus on top line revenue, which isn’t a bad thing. However, often it is easier to simply keep more of the money you’ve already earned and optimize your overall cash flow to live a wealthier life....
Find a CPA That Makes You Money

Find a CPA That Makes You Money

In the previous blog, you just fired your CPA. Now, comes the hard part. How do you find a CPA who focuses on delivering you an ROI? Even better, how do you find someone who actually understands business and doesn’t just crunch numbers? You need someone who...
How to Breakup With Your CPA Service Provider

How to Breakup With Your CPA Service Provider

People outgrow their professional service providers, especially CPAs. After a few years of growth as a business owner, it is common to realize your current CPA isn’t the right person for you. They may not share the same passion you have for minimizing your tax bill....
The Dream of Home Ownership is Wrong

The Dream of Home Ownership is Wrong

Home Ownership. The American Dream. This is often a poor financial decision. I will prove it to you with my own personal situation. I often get a jaw-dropping reaction when I tell people that I rent our primary residence even though we own over 10 homes.   “Why would...