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It’s Budget Season

Budget Season Fall Trees Road
As autumn rolls in, we welcome cooler weather, seasonal flavors, and the vibrant hues of falling leaves (even if here in the desert, our landscape remains relatively unchanged). For many businesses, this time of year signifies the onset of “budget season.”… Read More
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Cash Flow Forecasting – It’s Hard and You Need It 

Cash Flow Business Concept
A common thread among so many businesses we meet is that they struggle to forecast their cash flow. I’m not going to use all the clichés about cash – we can agree it is vital. We can also agree that it is never static.… Read More
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I’m Not Making Enough Money

Cash Flow Business Profit
Business owners we run into frequently complain that they are “not making enough money” or that they “don’t make as much money as they used to.”  It seems to frequently happen by surprise, with no obvious culprits. Most of the time, this does not happen overnight.… Read More
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I Can’t Get the Financing I Want 

Coins money grow
For most small businesses, it is extremely difficult to go it alone with capital, and as a result, those same businesses have debt – for equipment, real estate, working capital or a combination therein.  Unfortunately, many of these same business owners find it challenging at times to obtain the financing they need. … Read More
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Don’t Let Indecision Be Your Decision

Pensive concerned african employee touch chin looking away leaned on table thinking inside of modern office boardroom, company owner boss search solution solve business issues or make decision concept
Any entrepreneur can spend 10 minutes scanning economic headlines and find conflicting, often polar opposite information on economic indicators and where the economy is headed. It is indeed a puzzling time for the business owner. And while election years typically bring some uncertainty, this time around, all bets are off.… Read More
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This is My First Time Selling My Business

Business people Meeting negotiating a contract between two colleagues
For the majority of business owners, the ultimate realization of their efforts and investment in building their company occurs when they exit. That path however, can be much more challenging than most first time sellers know. Multiple studies have shown that around one-third of all negotiated small business transactions actually close, including only half of those that reach an LOI phase. … Read More
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Why Can’t I Get Better Information to Run the Business?

Happy senior woman sitting at a table in her home office, drafting her last will and testament in a journal and taking care to allocate her assets. Retired woman leaving a plan in place for the future.
A common complaint we hear from business owners is that they struggle to use information to run the business. It is either not timely, not accurate or both. Those same business owners find it harder and harder to manage the business by feel as the business grows and evolves. … Read More
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A Key Financial Person Left, Now What?

Businessman sending and showing resignation letter to employer boss. Quiting a job, businessman fired or leave a job concept.
It can be a cause of dread, confusion and even panic for many entrepreneurs. A trusted, tenured and essential financial person in your business just quit. You will replace them, but do you know exactly what you are looking for? And how difficult a transition might be?… Read More

The Most Powerful Question An Entrepreneur Can Ask

Neon question mark glowing on dark background
There is still no more certainty or consensus on where the economy is headed in 2024. Talk of an imminent recession has been about as constant as rising prices over the last 18 months. Certainly on a narrower scale, many businesses, including e-commerce, retail distribution and service businesses have seen growth slow and even decline.… Read More
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The Right CPA for You and Your Business

Mature financial agent in meeting sitting with young couple. Happy consultant talking with couple about their savings plan. Insurance advisor in a meeting with man and woman.
It is critical for businesses to have the right strategic partners around it for lasting success. A key part of the network every business needs is an effective, trusted CPA to manage tax and other compliance aspects. The world of tax is very complex, and evolves far more often than people realize.… Read More