by admin | Oct 12, 2026 | Uncategorized
How a Fractional CFO Helps Family Businesses with Succession Planning There is an old saying in business that the first generation builds wealth, the second generation spends it, and the third generation loses it. It is a bleak outlook, but the data behind it is hard...
by admin | Oct 12, 2026 | Uncategorized
Firing Your Mom: How to Transition from a Family Member to a Professional Bookkeeper There is a conversation that happens in small business ownership that nobody really talks about, and it usually sounds something like this: “I think I need to fire my...
by DBarta | Jun 11, 2026 | Uncategorized
How We Helped a Growing Construction Company Save $840,000 Per Year Through Strategic Debt Restructuring The Client Our client was a seven year old construction company experiencing rapid growth and expansion. Demand for their services was increasing, projects were...
by DBarta | May 27, 2026 | Uncategorized
Case Study: How an Electrical Contractor Built a Business That Could Thrive Without Him Many trade business owners start their companies because they are exceptional at their craft. The challenge is that over time, the business becomes dependent on them. They are the...
by DBarta | May 21, 2026 | Uncategorized
Case Study: How We Helped a New Business Owner Successfully Lead an 80 Year Old Manufacturing Company Through Change Buying a business is exciting. Leading it successfully is a different challenge entirely. Many entrepreneurs assume that acquiring an established...
by admin | Apr 21, 2026 | Uncategorized
Accounting Roles Identified for Contractors Understanding the Financial Team You Need to Grow and Scale Your Business For many contracting companies, accounting is often viewed as a single function—“someone who handles the books.” But in reality, accounting is not one...
