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News and Insights


Preparing a San Diego Business for Sale
An experienced San Diego Fractional CFO can get your financial house in order before buyers ever knock.
4 min read


Accounting Department Overhaul
Many growing companies reach a point where their Accounting Department can no longer keep up with operational complexity. Reporting slows down, accuracy declines, and leadership loses confidence in the numbers.
4 min read


Forecasting Cash Flow in an Economic Downturn
You need financial visibility, faith in your numbers, and clear, easily digestible metrics to make big decisions. In a downturn, disciplined cash flow forecasting becomes a strategic advantage.
2 min read


California Tax Changes: Tax Burden of SB 167 and SB 175 for Construction Businesses
Recently enacted tax changes in California that affect Construction businesses, primarily targeting tax regulations and incentives.
3 min read


Mastering Construction Project Costs
Mastering construction cost accounting is not just about crunching numbers; it's about building a solid foundation for profitability and sus
6 min read


Forecasts, Budgets, Projections - What's the Difference and Which Do I Need?
In the realm of accounting and business management, the terms forecasts, budgets, and projections are often used interchangeably....
4 min read


Supreme Court Upholds Section 965 Mandatory Repatriation Tax
A 7-2 majority upheld the constitutionality of the mandatory repatriation tax (“MRT”) under section 965 of the Internal Revenue Code, which
2 min read


Raising Capital During Economic Uncertainty
Every business needs capital to keep going, whether you’re expanding, developing a new product, or preparing for a strained financial market
3 min read


Our Top 10 Key Performance Indicators for Construction Companies
Essential KPIs tailored specifically for the construction industry.
7 min read


Saas Metrics to Increase Your Company Valuation
To protect annual recurring revenue (ARR), there are various metrics that management should be measuring.
5 min read


The Evolving Role and Responsibilities of Controllers
Key responsibilities, top projects, and recognizing signs of poor performance.
3 min read


10 Financial Challenges Small Businesses Face and How a Fractional CFO Can Help
Fractional CFOs understand the financial challenges faced by small businesses and can help you develop strategies to overcome them.
4 min read


Cutting Costs Without Cutting Corners - Smart Savings Strategies for Small Businesses
In today's competitive business landscape, small businesses are continually seeking strategies to trim costs and boost their bottom line.
3 min read


Strategic Cost Estimation for Contractors
Let’s tackle the nitty-gritty of cost estimation, understanding the landscape of labor, material, and those often-elusive indirect costs.
2 min read


How a Fractional CFO Enhances Tax Planning and Compliance
Navigating the labyrinth of tax laws and regulations is a daunting task for any business owner.
3 min read


Agricultural Challenges in 2024 & Strategies for Resilience
Let's delve into the critical challenges facing U.S. agriculture in 2024 and lay out actionable strategies to pave the way for success.
2 min read


How to Decide When It's Time to Hire a Fractional CFO
As your business evolves, the complexity of financial management inevitably increases. There comes a pivotal moment when spreadsheets, basic accounting software, and even your diligent bookkeeper can no longer suffice for the financial intricacies your business faces.
2 min read


Benefits of a Strong Cash Flow Strategy
A cash flow forecast can help you better understand your financial position and anticipate potential cash flow shortages or surpluses.
1 min read


Financial Mistakes New Startups Should Not Make
A strong cash flow forecast can help you better understand your financial position and anticipate potential cash flow shortages or surpluses
2 min read


Harvesting Financial Gain For Your Agribusiness
It can be tough to be in the agricultural business. In addition to overcoming accounting, financial, and operational issues,
1 min read


Quick & Easy Explanation of Costing Methods in Under 5 Minutes
Volatile and unstable global markets have widespread implications for manufacturing organizations. From rising energy costs to unexpected fl
4 min read


Why Businesses Need Fractional CFO Services? (And What Great Service Looks Like)
A great fractional CFO will gain a deep understanding of your business's current financial state, the current needs of the business, and you
4 min read
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