CFO Services
Do You Really Know How Money Works? Here’s Why It’s So Important
One thing I’ve learned over the years is that most entrepreneurs don’t know how money works. It’s easy to see why. Because honestly, it’s something that most of us just aren’t taught. But when you’re an entrepreneur, understanding how money works isn’t an option. It’s necessary. Here’s how I learned this… I started out life…
Read More4 Money Challenges To Start The New Year Off Right
The beginning of a new year is a perfect time to reassess where you are, and set new goals and priorities. If you want to save money in the new year (or whenever you’re reading this!), it’s about more than just saving money. It’s about changing and upgrading your money story. Now, what does that…
Read MoreThe $40,000 Tax Mistake My Client’s CPA (almost) Made
I make it a part of my regular services to ensure that the CPAs my clients work with aren’t making any costly mistakes. And trust me, even the best of CPAs can make a mistake on a tax return. It’s easy to see why… Last year 142,577,000 returns were filed. And let’s be realistic–it’s still…
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