Category Archives: Advisory|Strategic Guidance

Long-term business growth starts with understanding your financial health. The best way to do that? Measure what matters. Financial key performance indicators (KPIs) give you the clarity and control needed to manage cash flow, improve profits, and make confident decisions. Here are five essential KPIs every business should monitor—and how tracking them leads to lasting

Cash Flow vs. Profit: Why Business Owners Need to Understand the Difference Understanding the distinction between cash flow vs. profit is critical for business success. Many business owners make the mistake of equating profit with cash in the bank, but these two financial metrics serve different purposes, and confusing them can lead to costly consequences.

Many business owners assume that profit automatically leads to wealth. But the reality is more complicated. Without a sound financial strategy, profit alone won’t get you there. In fact, businesses can be profitable on paper and still struggle with cash flow, growth, or long-term value. That’s where financial strategy becomes the missing link between profit

Common IRS Audit Triggers and How to Avoid Them An IRS audit is something no taxpayer wants to experience. While the chances of being audited are relatively low, certain red flags can increase your likelihood of receiving that dreaded IRS notice. Whether you are a small business owner, a high-income earner, or a self-employed individual,

 The Impact of State and Local Taxes on Commercial Real Estate: What Business Owners Should Know For businesses involved in commercial real estate, understanding the impact of state and local taxes is crucial to making informed investment and operational decisions. Whether you’re buying, selling, or managing properties, taxes play a key role in shaping profitability

What Are the Tax Implications of Leasing Commercial Property to Your Own Business? Leasing commercial property to your own business can be a smart financial strategy. It can offer both operational and tax advantages but, it’s important to understand the tax implications involved. To ensure you stay compliant with IRS rules and make the most

Understanding the 529 Plan: A Comprehensive Guide A 529 plan is a tax-advantaged savings plan designed to encourage saving for future education costs. Named after Section 529 of the Internal Revenue Code, these plans are sponsored by states, state agencies, or educational institutions and offer significant tax benefits to contributors. Let’s delve into how these

As a business owner, travel can be a significant part of your operations. Whether you’re meeting with clients, attending conferences, or scouting new locations, travel expenses can quickly add up. Fortunately, the IRS allows you to deduct many of these expenses, which can help reduce your taxable income. Understanding these deductions and how to properly

Cash Flow Analysis and Forecasting It’s no secret that running a business can be challenging at times. This includes trying to understand and better your cash flow especially if your business doesn’t have a controller or CFO. An outsourced Chief Financial Officer (CFO) brings a wealth of experience and a fresh perspective, providing the strategic

Mid-market company invests in Key Performance Indicators and increases bottom line by 1734% to $6.2 million in 18 months. CLIENT’S KEY CHALLENGE “I feel like I am the captain of a ship in a dense fog without any electronics and all I have is a compass,” the Company’s CEO told us. From the CEO’s perspective,