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September 2025
Accounting, Financial Management and Tax Overview
How to handle accounting and financial record-keeping is one of the most difficult decisions company owners make. They ask questions such as: “Should we use Quickbooks Online, Quickbooks Desktop or some other program?” “What records do we need to keep for tax reporting?” “Should we hire someone to do our bookkeeping?” “What is the difference between a bookkeeper, accountant and CPA?” “How do we know we are hiring the right person?” Unfortunately, too many small business owners do not properly…
Find out more »Learn CFO Skills: Financial Modeling Part 1
A simple financial model can be created using your company's financial data (historical and/or forecasted). CFOs and financial analysts use financial models to determine if/when a company will be profitable, what is the correct selling price, how many "widgets" need to be sold to be cover costs and how much money is available to pay expenses. Financial models are used for start-ups and for on-going analysis to make sure the company is operating at an optimal financial performance. This process…
Find out more »Learn CFO Skills: Financial Modeling Part 2
Business owners struggle with business decisions that affect the financial health of the company. “Are we selling at the right price?” “Are we making money?” “Can we afford to hire someone?” Many times, these decisions are made without a thorough understanding of the financial implications. This does not need to be the case. There are simple mathematical calculations that can be used to answer key business questions. Financial Models can be used to monitor sales, overhead and profitability. They can…
Find out more »Sole Prop, LLC, S Corp, — Which One And Why…
Many entrepreneurs do not fully understand the differences between a Sole Proprietorship, LLC and S Corporation. This causes many to form a corporation when they may be better operating as a sole prop. Additionally, they are confused about the tax differences for each structure. They often choose a legal structure based on a perceived tax advantage that is incorrect. This webinar provides an overview of: The various tax structures The required documentation for the original filing and annual filings The…
Find out more »Cash Flow Model: Instruction and Template Provided
A simple financial model can be created using your company’s financial data (historical and/or forecasted). CFOs and financial analysts use financial models to determine if/when a company will be profitable, what is the correct selling price, how many “widgets” need to be sold to be cover costs and how much money is available to pay expenses. Financial models are used for start-ups and for on-going analysis to make sure the company is operating at an optimal financial performance. This process…
Find out more »Should You Be Charging Your Customers Sales Tax? What You Need To Know.
Should you charge sales tax? What if you are selling out of state or on an online platform? These are the type of questions that many business owners are asking. Addressing sales tax requirements has been even more confusing. On June 21, 2018, The United States Supreme Court ruled 5-4 in South Dakota v. Wayfair that states can mandate that businesses without a physical presence in a state with more than 200 transactions or $100,000 in-state sales collect and remit…
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