Do you know how to be financially proactive rather than reactive in your business?

For founders of professional service businesses, especially those leading small yet ambitious teams, embracing proactive financial management is crucial. Here's a deeper dive into how you can shift from merely reacting to financial surprises to anticipating and preparing for your future needs:

What is the Pie Theory in Business? Ever caught yourself up at 2 AM, pondering if your business can really afford that new star employee or subcontractor it so urgently needs? Or perhaps you're on your third cup of coffee, awaiting vital financial insights from your CFO or CPA that seem to be forever in coming. If these scenarios hit close to home, you might be facing just the tip of the financial iceberg.

What Does Your Software Stack Have to Do with Your Profitability?

As an experienced accountant leading Verte Consulting, you might wonder why I'm engaging with multimillion-dollar enterprises about their software ecosystem. The heart of my discussion? The pivotal suite of applications shaping your business's backbone.

Tips for Existing and New WorkflowMax Users

WorkflowMax by BlueRock saved WorkflowMax*! Huzzah! The completely updated app launched this month and it's been a whirlwind over there.

Verte Consulting has been implementing and supporting US-based WorkflowMax users since 2013. Here's some tips to help existing users - and new ones alike:

“When do I need an accountant for my professional services business?” This is one of the most commonly asked questions I get.

Deciding whether to outsource accounting, hire a CFO, or bring an accountant on board is a pivotal question many business owners face. The right choice can streamline your financial operations, ensuring you're not just surviving but thriving. Let's dive into the distinct roles of bookkeepers, CPAs/EAs, and CFOs which will help you decide when each is needed.

“Bootstrapping” is when an entrepreneur starts a company with little capital, relying on money other than outside investments. A founder(s) is said to be “bootstrapping” when they attempt to found and build a company from personal finances, or the operating revenues of the new company.

I like to simplify this by saying, “Sell things for more than it costs you to create them (plus business expenses)”.

Many people have heard of the income gap between men and women, but the financial inequality between the genders goes even deeper, to something known as the wealth gap. While the income gap is stark, it pales in comparison to the wealth gap.

I’ve been working with business owners since 2005 on their accounting. I’ve noticed some common mistakes over the years - read on to find out how to avoid doing these.

How To Make the 2022 Tax Season Easier. During tax filing time, a CPA’s sole function is to take your financials, use the numbers to fill out the appropriate tax forms and file it on your behalf. If you are guesstimating, then you might be overpaying or underpaying - you’ll never know.

I was a guest on a podcast earlier this week and was asked what acting taught me about running a business. While running an acting career is its own type of business – one of the big takeaways I got from it was learning how to love the minutia of the daily tasks.

This week I'd like to chat about the new moon! 🌚 Yes I'm going to talk about the new moon AND finances!

Free download - here’s your free business plan template!

This week I'd like to chat about making that profit y'all!

Unless you’re lucky enough to be Rent the Runway running at and IPOing at a loss (!) then you usually need to be profitable. In short, that means taking in more money than it costs to exist. We approach that rather pragmatically.

Welcome to Finance Freebie Fridays where I provide a virtual open office hours for business CFO questions.I try to suggest a weekly topic to get the ball rolling but ask anything. This week I'd like to chat about Financial Wellness and Mindfulness.

This week I'd like to chat about business bank accounts. Someone asked about this in another group that I'm in and I have a few thoughts, hope they help!

I try to suggest a weekly topic to get the ball rolling but ask anything. This week I want to talk about the difference between various accounting roles.

This week I'd like to chat about software stack. While not obvious as how that relates to your business finances - it does! The software stack is the combination of apps that you are using to run your business.

This week I'd like to chat about when to actually start having your accounting done with your business.

I delivered a keynote last week at Bansko Nomad Fest to quite a full auditorium. I nervously assumed 3 people would show up but it turns out this was a popular topic! Here’s my budgeting tips to apply personally as a digital nomad.

This is the 5th article in a series called  “Business Owners - Are You Choosing the Right Apps?”