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, Read more…
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 Read more…
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…
Empowering Small Businesses, Startups, Nonprofits, Solopreneurs, and Investors: How Financial Planning Solves Common Challenges In today’s fast-paced business landscape, effective financial planning is more critical than ever. Whether you’re running a small business, starting a nonprofit, managing your own solopreneur venture, or making investments, the financial hurdles can be overwhelming. Read more…
Comparing Different Methods to Save Money (and Why a Personal CFO Can Help You Win Big) Saving money is important, but with so many strategies out there, how do you know which way to save money is right for you? Let’s take a look at some popular methods, pair them Read more…
What is Financial Viability and Why Does It Matter? Alright, let’s talk about something that might sound super fancy but is actually pretty simple: financial viability. Basically, financial viability is all about whether your business can make enough money to keep going. It’s the difference between thriving and just surviving Read more…
So, you want to dive into the world of NIL deals, huh? Well, let me tell you something—it’s not just about how fast you run or how many touchdowns you score. The real game-changer? Your brand. And I’m not talking about slapping your name on a couple of social media Read more…
As a business owner, you’ve probably realized that your personal and business finances are often tightly connected. It can be tricky to balance the two without one spilling over into the other. That’s where a CFO who manages both personal and business finances can be a huge asset. By taking Read more…
Why Comparing Your Pricing to Other Businesses Doesn’t Work Let’s cut to the chase: comparing your pricing to other businesses is like comparing apples to oranges—or maybe more like comparing apples to a whole fruit salad. Sounds messy, right? That’s because it is. And here’s why. 1. Your Value is Read more…
Financial viability refers to the ability of an individual, business, or organization to sustain itself financially over the long term. It means having the financial health and resources to meet current and future obligations, continue operations, and achieve financial goals without requiring constant infusion of external funds. Here’s a deeper Read more…