Small Business Finance Blog

As your SaaS firm evolves from an early stage startup and reaches key milestones, your finance and accounting inevitably need to change. Leveling up to a new stage of SaaS growth can be the right time to assess those needs – whether you’ve just...

Your SaaS business is going from strength to strength. You’re bringing in more customers, building your ARR (annual recurring revenue), and positioning your firm to tackle the next stage of growth. 

Your small business has reached the point where you're considering shared CFO services - otherwise known as fractional, part-time or contract CFO services. The decision to bring in the right financial leadership is a milestone unto itself as many...

Raise your hand if you're a nonprofit executive director (or you serve on a nonprofit board) and have a long list of mission-advancing ideas but scarce resources to make them a reality. Keep it in the air if your board has limited financial...

Have you ever stopped to wonder if the staff you have running your firm's finance function is helping or hurting? You might be surprised to learn that the model used to manage accounting in most small businesses is flawed. It’s important to...

Sooner or later, circumstances lead many small business owners to consider engaging a temporary CFO. When you find yourself in that mode, you might wonder, is now the right time to engage a CFO? What is the opportunity cost of waiting to hire one?...

How long has it been since you last went on a road trip, or even to a new destination, and didn’t have an app on your phone (eg: Google Maps)  to guide you, step-by-step, towards your goal? Five years? A decade? Maybe even longer. GPS and map apps...

Nearly all small businesses struggle with hiring experienced staff at one time or another. The most recent NFIB Small Business Problems and Priorities Report ranks “locating qualified employees” as one of the top 10 struggles of small businesses....

As a business owner, it’s natural to be hesitant to hand over the reins of your accounting processes and financial reporting to an outsourced bookkeeping firm. You trust your in-house bookkeeper to file the taxes, get the bills out on time and do a...

If you receive accurate, insightful financial and operating reports each month -- without taking time away from where you need to be adding value -- and that information fuels the decisions that drive your business month after month, then there’s...

Sure, every small business could use a new sales person who can “make it rain,” but in 2017, we recommend you look to another – less obvious – position to fill the most important gap on your team (or that of your client or portfolio company). Most...