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....
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....
Are You Big Enough for Tax Planning?

Are You Big Enough for Tax Planning?

We get this question a lot. It is always some form of “How much money do I need to make before I can consider a tax plan?” We hate to do it, but we usually answer that question with another question: “Would you rather have money in your bank account, or in...