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Business Intelligence and Interpretive CFO Consultation

As your business expands and evolves, so too must your approach to financial management. Here are five crucial financial changes that business owners should make and understand as their business outgrows its current financial framework: Transition from Cash to Accrual...

Unlocking Business Insights: Why Outsourcing Custom Financial Reports is a Game-Changer

For many business owners, custom financial reports are like buried treasures waiting to be unearthed. They know the value these reports can bring, yet the task often lingers on the backburner, deemed less-urgent amidst daily operations and putting out fires. However,...

Five Financial Changes Every Growing Business Must Embrace

Harnessing the right business intelligence and consulting with an Interpretive CFO is not just about analyzing numbers; it’s about unlocking strategic advantage and staying ahead in a competitive marketplace. By leveraging data-driven insights and expert guidance, businesses can navigate challenges, capitalize on opportunities, and drive sustainable growth.

Overcoming Frustrations: Customizing Fathom Financial Reports

Are you a QuickBooks or Xero user feeling the pain of trying to customize your financial reports in Fathom? You're not alone. Many businesses face challenges when it comes to tailoring their reports to meet specific needs or reflect their unique financial insights. In...

Harnessing Business Insights: A Guide to Strategic Financial Analysis

Are you a business owner feeling lost in a sea of financial reports from your accounting department, CPA or bookkeeper? QuickBooks? Do you crave meaningful insights but find traditional reports from QuickBooks leave you wanting more? It's time to chart a new course in...

What Your 3/12 and 12/12 Growth Rates Can Tell You About Your Business

Growth is the key to the success of any business regardless of scale. Regularly tracking the factors that drive growth is critical. One effective way to do this is by calculating the 3/12 and 12/12 rate-of-change in the key variables that have an impact on your...