By

Stephen Saddock
CFO consultant meeting with client
The goal for any business is to achieve sustainable growth, but identifying the precise path to reach this milestone is obviously not clear. Businesses need a constant eye on market trends, internal data analysis, and financial management. In addition, it can be difficult for a business owner to keep continuous track of broad and detailed...
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exit planning consultants
As a business owner, you have spent decades building a successful business, and chances are you are continually focused on the day-to-day operations and the work at hand. Therefore, your daily routine may not give you enough time to think about when you can take a step back and enjoy a well-deserved retirement. However, exit...
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tax planning for 2024
The Internal Revenue Service (IRS) began to officially accept and process tax returns on January 29, 2024. Therefore, as the April 15 deadline approaches, it’s an excellent time to take stock of your annual returns and determine if there are any opportunities to save money and time.  Tax planning and preparation is a continual initiative....
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start up business loan
Entrepreneurs rarely have the funds on hand to launch a new business start-up successfully, which is exactly why start up business loans are the norm when it comes to exploring and building a new venture. Even the smallest new companies can benefit from a startup business loan, whether it’s for turning a hobby or passion into...
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tax planning
The importance of tax planning cannot be understated. Therefore, it’s essential to keep strong financial records all year long. The beginning of a new year marks an opportunity to get a jump-start on tax planning and preparation initiatives that will make the months ahead easier.    There are varying tax law changes on the horizon and...
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small business accounting
While most business owners are understandably focused on the day-to-day actions and operations that allow their business to run, smart and accurate accounting is the backbone of any company.   If mistakes are made when it comes to accounting, it can have a world of impacts on a business’s bottom line. Internally, incorrect reporting can lead...
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tax planning strategies for 2024
While the upcoming holidays are understandably at the forefront of many peoples’ minds, the end of the year marks an opportunity to start preparing for your 2023 annual taxes (due on April 18, 2024) and your tax strategies in the year ahead. Tax preparation and planning are essential at any time of the year, but...
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business exit planning advisor
As a business owner, chances are that you focus on your day-to-day operations and potential growth and aren’t necessarily focused on the future sale of your business.   However, while you may have no intention of leaving your established business anytime soon, exit planning for business owners is a strategy that should not be delayed until...
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financial planning for business
When it comes to financial planning, most business owners tend to concentrate on the here and now, and for good reason. Operating a small business demands paying attention to many details, ranging from customer service to marketing. Consequently, long-term financial planning often becomes secondary to immediate needs and concerns.   However, having a business financial advisor...
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cfo services, business people meeting and discussing finances
Small businesses can benefit greatly when it comes to having CFO services. A Chief Financial Officer (CFO) can provide guidance and strategies for all aspects of a company, from annual tax preparation to the best paths forward for future financial growth.  Unfortunately, most small businesses don’t have the income to hire a personal CFO in-house....
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