by Sheena | Aug 15, 2026 | HR, Risk Management
Your operations manager gave two weeks’ notice yesterday. She’s been with you for six years, so she knows everything: customer relationships, vendor passwords, project workflows, and accounting access. She’s the person who gets things done. Once...
by Sheena | Aug 1, 2026 | CPA, Taxes
A client called me last week, confused. “My CPA just filed my 2025 personal tax return,” she said. “But our business books aren’t even done yet. We’re still reconciling transactions and building out our financial statements. How did they...
by Sheena | Jul 15, 2026 | Tactical CFO
“I’ve never had books before. Everything’s just been… a mess. I figured it would be impossible to start now.” I hear this all the time. Business owners think that because they’ve been operating without books for months or even years, the cleanup will be catastrophic....
by Sheena | Jul 1, 2026 | CPA, Taxes
So many business owners are doing nothing about taxes in July. Tax season is over. They filed their returns in April (or got an extension), paid their bill, and moved on. Now they’re focused on running the business through the end of the year. But if...
by Sheena | Jun 15, 2026 | Benefits
It’s the new employee’s first day of work. Amid the tours, introductions, and getting-to-know-you conversations, you hand them a 40-page benefits packet and say, “Review this and let me know if you have questions.” Two weeks later, they still...
