Many small businesses continue to evolve post-pandemic. What worked yesterday may or may not work today, and nowhere is this more apparent than in how businesses go about identifying and cultivating potential customers for their products or services. Take a good, hard look at your sales and marketing strategies. Are they  producing the results they [...]

Memorial Day– the unofficial start of summer – is right around the corner. The longer days, warmer weather, and vacation getaways are always welcome – but it is also a time when work may be the last thing on your employees’ minds. Studies have shown that productivity falls as much as 20% during the summer [...]

A lot has changed in this post-pandemic world, but one thing remains constant: customers want to be treated with care and respect in all of their interactions. Ensuring that your customers have a positive experience can build loyalty, help with retention, and turn customers into advocates for your brand. Simply put, stellar customer service is [...]

A new client expressed surprise at how little time we spend on reviewing his financial statements.  Let me let you in on a little known fact: your monthly financial statements aren't very effective at running your business. Why?  Many times they are prepared weeks (albeit months) after the close of a period. And while they provide [...]

One of the defining reasons large corporations are successful is because they have a CFO overseeing the business. While small businesses may not have the need (or be able to afford) a full-time CFO, a wonderful alternative is a Fractional, or Rent-A-CFO. Why a CFO? Many businesses are ready to benefit from the expertise of [...]

I don’t usually write about taxes, but there are two aspects of the SECURE 2.0 Act that offer an amazing opportunity for small business owners who are considering establishing a retirement plan. The new law provides a slate of changes aimed at strengthening the retirement system, and it builds on earlier legislation that included bolstering [...]