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 Read more…
What if every coupon or discount you score wasn’t just a way to save a buck or two but actually a ticket to growing your savings account? That’s the beauty of savings matching! It’s a simple and sneaky-smart way to build up your savings without having to overthink it—or make Read more…
In today’s rapidly evolving landscape, student-athletes have a huge opportunity to profit from their personal brand through Name, Image, and Likeness (NIL) deals. But signing an NIL deal isn’t just about being a standout athlete—it’s also about standing out as a person. Whether you’re a Black water polo athlete in Read more…
Bookkeeper + CFO = Success Let’s be real: Bookkeepers are truly the unsung heroes of the small business world. They’re in the trenches every day, making sure all the numbers line up, everything is categorized, and those receipts aren’t just crammed in a shoebox somewhere. But even the most meticulous Read more…
Accountants and CFOs both play crucial roles in a business’s financial health, but their responsibilities and expertise differ in key ways. Understanding these differences can help accountants recognize when it’s time to refer their clients to a CFO. Here’s why an accountant can be the perfect gateway to the strategic Read more…
Effective Financial Planning for Newlyweds Managing finances as a newly married couple is a significant step in building a strong and harmonious relationship. Money can often be a source of conflict if not handled properly, so it’s essential to find a financial management system that works for both partners. Here, Read more…
In the realm of business finances, the roles of bookkeepers and CFOs (Chief Financial Officers) are often seen as complementary yet distinct. Bookkeepers meticulously record financial transactions, maintain accurate ledgers, and ensure compliance, while CFOs strategize, analyze, and provide high-level financial insights to drive business growth. While both functions are Read more…
Explore the key financial management practices that can help a startup thrive and succeed in today’s competitive business landscape. Creating the Startup When starting a business from scratch, it is essential to have a clear vision and plan for your venture. You need to identify your target market, understand the Read more…
Paul the Advisor, LLC often uses both terms interchangeably and there is a good reason why. Once you become a client, we treat ourselves as both since we help the business and the individual in different ways! Below is a breakdown in the actual differences between the two! In summary, Read more…
Budgeting for the holidays seems like it would be difficult; however, there are many different ways that you can go about it! Regardless of if you are a parent or not, holidays can still be very difficult on your wallet. But fret not, with a little bit of planning and Read more…