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...
by Sheena | Jun 1, 2026 | CPA, Tactical CFO
I got a sales call last week that made me realize how many business owners are at serious risk without knowing it. A company was pitching me on outsourcing bookkeeping and “CFO services” overseas, not to handle our own work, but to subcontract our...
by Sheena | May 15, 2026 | Payroll, Tactical CFO
Your sales are down 30% from last year, but your payroll costs are almost the same. This is the reality many business owners face right now. And it’s a difficult math problem to solve. Payroll is usually your biggest expense, especially for service businesses...
