Free resources to get you started.
Essays and Manifestos
Why I don’t call myself a CFO: Chief Financial Officer is more than a fancy title. CFOs play a very particular and important role in large businesses. I can help your business, but I’m by no means a true CFO (and I’m not going to lie about it just so I can charge you more).
End the P&L: Profit & Loss reports are the small business report. But, maybe they shouldn’t be. Read the pros, cons, and learn the P&L tricks.
What you need to know before opening an S-corp: The internet loves touting S-corps as an one-size-fits-all tax savings. But, in reality, they’re very complicated and, in some situations, may end up costing you money.
Software, Tools, & Resources I recommend
Picking new software, tools, and resources for your business is difficult. There’s so many options. Here’s what I use, have looked at, and have switched away from.
The most recent issues:
There's all sorts of goal-setting frameworks and theories (eg SMART criteria, OKRs, BHAGs, OGSMs, etc)*. They're supposed to help get your rough goals & dreams out of your head, onto a piece of paper, and into a standardized structure that makes sense which can...
I won an award! 🥳 CPA Practice Advisor named me on their annual '40 under 40' accounting professionals list. I've "emerged as [a] future leaders in the profession." Whoop! 🙌🎉 There's two sides to every finance/accounting measure and the...
Most small business owners don't have an extensive finance background before starting their businesses. You're good at a particular skill (eg, marketing, design, writing, coding, law, whatever), you saw an opportunity to open a business, and you went for it. This...