Practical guidance on cash flow, financial strategy, and CFO best practices — written for business owners, not accountants.
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Overhead ratios, collections rates, staffing costs, and production per visit — the financial benchmarks dental practice owners should understand, and how to use them as management tools.
Read ArticleYear-end tax planning is different from tax-return preparation. Here are seven management decisions that require tax expertise and CFO-level financial planning to work together — before December 31.
The final three months of the year are the last opportunity to identify financial issues, protect cash, make operating adjustments, and establish a clearer starting point for 2027.
Before committing to a major hire, expansion, loan, or equipment purchase, management should understand three financial numbers that reveal whether the business is ready to move forward.
Monthly financial statements are essential — but for a growing business, they may no longer be enough. Here are five signs your company needs a deeper layer of financial visibility.
Revenue growth and financial strength are not the same thing. When margins are eroding despite rising sales, management needs to understand why — and what to do about it.
Weeks 4 through 8 reveal where collection delays, payroll, vendor obligations, taxes, and debt payments can overlap. Learn how to act before cash becomes urgent.
Effective August 14, 2026, qualifying small businesses in the energy production supply chain can access SBA-backed financing with a 90% guarantee. Here is what the change means, who may qualify, and how to prepare before approaching a lender.
You've outgrown your bookkeeper but can't justify a full-time CFO. Here's why a fractional CFO might be the most important hire you make this year.
Cash flow surprises are one of the top reasons businesses fail. A 13-week rolling forecast gives you the visibility to see problems before they become crises.
Most business owners look at revenue and bank balance. The ones who scale successfully track five key metrics that tell the real story of business health.
The worst time to prepare for a bank loan is when you need the money. Here's how to build the financial profile that gets you approved — and on good terms.
Overhead ratios, collections rates, staffing costs, and production per visit — the financial benchmarks dental practice owners should understand, and how to use them as management tools.
A clean, timely month-end close is the foundation of good financial reporting. Here's the process we use with every client — and how you can implement it.
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