Resources
Essential KPIs for Business Owners from CFO Advisory
The key KPIs (Key Performance Indicators) that a business owner should track depend on the nature of the business (e.g., service, retai...
Detailed Operational Reports a Business Owner Should Consider
Once the foundational reports are in place, business owners —especially those looking to make strategic decisions—should rely on more d...
What Financial Reports Should a Business Have So They Can Manage Their Finances?
To manage finances effectively, every business should regularly prepare and review a core set of financial reports. These reports provi...
What Can Go Wrong Without the Right Report
Detailed Scenarios of What Can Go Wrong Without Financial & Operational Reports
1. Unexpected Cash Crisis
What happens:
A bus...
Tax Incentives and Credits
Corporate Entity Analysis/Multi-Entity Tax Advantage
The problem
Owners of pass-through entities (Sub-S, LLC, Sole Proprietorship...
The 2025 Tax Bill
A Big Deal for Californians:
The SALT Deduction
What’s Changing: The new bill significantly increases the cap on the State and Lo...
The “Big Beautiful Bill”
A New Era for Business Taxation
Understanding the “One Big Beautiful Bill Act of 2025”
The “One Big Beautiful Bill Act of 2025” wa...