Fresh Produce Packing and Sales Company

Fresh Produce Packing and Sales Company

To ensure and maintain client confidentiality, our client’s name is excluded from this case study and instead, our client is referred to as Fresh Fruit Co. Background An owner and CEO with a 60% ownership stake in Fresh Fruit co., a fresh produce packing and sales company with approximately $16 million in annual sales, sought […]

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Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat […]

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat […]

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat […]

Ground Excavation & Water Drainage Specialist

Ground Excavation & Water Drainage Specialist

To ensure and maintain client confidentiality, our client’s name is excluded from this case study and instead, our client is referred to as Ground Removal Inc.  Our Engagement Initial Scope Ground Removal Inc., a ground excavation and water drainage company with $20 million in annual revenues approached us for cash flow forecasting and CFO advisory […]

What is a Fractional CFO? Build a Legacy Business with Fractional CFO Services

What is a Fractional CFO? Build a Legacy Business with Fractional CFO Services

Are you losing sleep trying to manage your business finances? Are you searching for straightforward and sustainable ways to maximize profits? Are you looking for someone to take the CFO hat off your head for good and bring a strategic vision of finances to your company? Well–whether you know it yet or not–you’re looking for […]

Outsourcing Accounting Services vs. Hiring Internally: Which Is Right for You?

Outsourcing Accounting Services vs. Hiring Internally: Which Is Right for You?

Are you building a legacy business but feel your accounting department (or lack thereof) is hindering your growth? Having the right individuals in the right positions is essential to your company’s financial success. But should you hire in-house employees, or does outsourcing accounting services make sense? Keep reading to learn the pros and cons of accounting outsourcing and tips […]

What is the Difference Between a Controller and a CFO?

What is the Difference Between a Controller and a CFO?

While small businesses don’t need a Controller, as every business grows, they need to fill two critical finance and accounting roles to be successful: Chief Financial Officer (CFO) and Controller. What is the difference between a Controller and a CFO? Good question. Keep reading as I break down Controller vs CFO duties and why your company needs both […]

Fractional CFO vs CPA: What’s the Difference?

Fractional CFO vs CPA: What's the Difference?

You want to ensure your business’ financials remain strong and stable and know that few things are more critical for long-term success than having a solid financial plan. But what is the best way to ensure your finances are headed in the right direction? Should you hire a CPA or opt for fractional CFO services instead?  […]

How to Build an Accounting Team: Accounting Department Structure Best Practices

How to Build an Accounting Team: Accounting Department Structure Best Practices

You are a passionate founder, leader, and CEO. You have a vision of where you want your company to go and the legacy you want to leave behind. You’re knowledgeable in your industry but don’t have a background in accounting and finance or the bandwidth, skills, or desire to manage your company finances. You need […]