Blog
Category: Business Finance
Capital gains in Washington state The human decisions behind the numbers
Capital gains planning is more than a conversation about taxes. It’s about identity, family, legacy, tradeoffs and non-negotiables. It’s about guarding your pocketbook, but also…
When to Use a ‘Decision Tree’ for Business Planning
For those not familiar with the term, a decision tree is a flow chart that works through all possible response options in a scenario to…
Understanding the Importance of Financial Modeling: Should You Build a 3-Year Model?
“How do you build a three-year financial model?” It’s a question we get (and answer) a lot. A financial model is a type of financial…
How and When to Communicate with Your Busy Business Bankers
The relationship between business owners and their bankers is critical to maintain to ensure both short-term and long-term business health, and yet it’s not talked about…
Cash Flow Management: 6 Best Practices for Small & Medium Businesses
Never take your eyes off of the cash flow because it’s the life blood of the business. – Richard Branson Staying on top of your…
Business Continuity Planning and Risk Management
One of your most important tasks as a business leader and manager is mitigating risk. Understanding what kind of risk exists, planning for the impact of…
How Can a CFO Mitigate the Impact of Tariffs?
Executive Summary: Tariffs, particularly those on imports from key trading partners like Canada and Mexico, can have a far-reaching impact on U.S. businesses and the…
Should You Trade Up Your Bookkeeper or Accountant?
There is a common misconception that early-stage startups and low-growth companies don’t really need executive financial leadership… not yet anyways. This misconception holds that hiring…
A CFO Shares the 6 Secrets to Succeeding in Business Development Today
As a CPA, CFO, and business owner for nearly 20 years, I’ve participated in business development to some degree throughout my career, but last year…
Emergency Preparedness Best Practices: Planning for the “Unordinary” Days
As I was working on this article, the region where I live was hit by a “bomb cyclone” – an ocean-generated storm that, while not…