• How to Build Business Credit with Less-than-Perfect Personal Credit

    Starting or growing a business often requires access to credit to manage cash flow, make essential purchases, and build a strong financial profile. But what if your personal credit score has taken a hit or two? While qualifying for a business credit card can be tougher with a lower score, […]

  • The Pros and Cons of Working with a CFO or Financial Professional Who Doesn’t Sell Products

    In the financial world, finding a CFO or Financial Professional who doesn’t have products to sell can feel like stumbling upon a unicorn. Many financial advisors offer investment accounts, insurance, or other financial products as part of their services. But what happens when your advisor doesn’t sell anything beyond their […]

  • Budget Sheet | CFO Cheat Sheet

    A budget sheet is a financial document that outlines the projected income, expenses, and net profit or loss for a specific period—usually a month, quarter, or year. It serves as a roadmap, helping a CFO or financial professional manage finances, plan for future costs, and ensure the business can meet […]