by Sheena | Apr 1, 2026 | Revenue, Tactical CFO
I spent 40 minutes on the phone yesterday helping a colleague fix a client’s books. This client had been working with a CPA for years, paying them good money to handle his taxes. The business did well last year. Really well. $740,000 in revenue. And because...
by Sheena | Mar 15, 2026 | Uncategorized
“My husband handles all the financial stuff. He’s really good with numbers.” I’ve heard some version of this statement at least a dozen times over the years. And almost every time, my stomach drops a little. Not because husbands (or wives, or...
by Sheena | Mar 1, 2026 | Uncategorized
“Should I form an LLC?” We get this question constantly from new business owners. And my answer is almost always: “Probably yes, but let’s make sure you do it right.” Last month, a client came to me frustrated. She’d been operating...
by Sheena | Feb 15, 2026 | Uncategorized
I got a phone call last week that made my stomach drop. A client, let’s call her Sarah, was in the final stages of selling her business. She’d found a buyer, negotiated terms, and was days away from closing. Everything seemed to be going smoothly. Then the...
by Sheena | Feb 1, 2026 | Uncategorized
Let me guess: you hand out annual bonuses at the end of the year. Maybe it’s a percentage of salary, maybe it’s a flat amount. You announce them, everyone says thank you, and then… nothing really changes. Sound familiar? Here’s what I’ve...
