• What Does a Fractional CFO Actually Do?

What Does a Fractional CFO Actually Do? (And Why Your CPA Should Be Part of That Conversation)

If your CPA and your CFO have never spoken, you may be leaking money unnecessarily or making important decisions with only half the picture. Here’s why: Business owners sometimes assume the fractional CFO vs. CPA conversation is mostly about two financial professionals doing variations of the same job. One handles more taxes. The other handles more costs and revenue. That’s really not accurate. In reality, [...]

By |2026-09-14T19:48:40+00:00September 14, 2026|Uncategorized|Comments Off on What Does a Fractional CFO Actually Do? (And Why Your CPA Should Be Part of That Conversation)
  • Are You Missing Out on the R&D Tax Credit? (Too Many Business Owners Are)

Are You Missing Out on the R&D Tax Credit? (Too Many Business Owners Are)

Because of the words research and development, many business owners mistakenly associate the R&D Tax Credit to images of scientists in white lab coats, pharmaceutical companies, or Silicon Valley software startups.  In reality, many businesses perform qualifying research and development activities without realizing it.  Manufacturers improve production processes.  Construction companies develop new building methods. Medical practices implement innovative workflows.  Even professional service firms may create [...]

By |2026-07-28T19:40:28+00:00August 11, 2026|Accounting, Bookkeeping, CFO Solutions, Resources|Comments Off on Are You Missing Out on the R&D Tax Credit? (Too Many Business Owners Are)
  • What Is the Augusta Rule?

What Is the Augusta Rule? A Tax Strategy Every Business Owner Should Understand

If you’re like many business owners, you’ve probably wondered whether you’re taking advantage of every legitimate tax-saving opportunity available to you. Maybe you’ve heard someone mention the Augusta Rule strategy in a podcast or business networking group, or perhaps someone has mentioned that you can rent your home to your business without paying tax on the income. It sounds too good to be true, which [...]

By |2026-07-28T19:31:39+00:00July 28, 2026|Accounting, Bookkeeping, CFO Solutions, Resources|Comments Off on What Is the Augusta Rule? A Tax Strategy Every Business Owner Should Understand
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