When you're running a business, it's easy to take the “I'll just do it myself” route—especially when it comes to money. Bookkeeping might seem manageable at first, but as your business grows, the spreadsheets, receipts, and late nights start piling up.

If you’ve ever asked yourself, “Should I keep doing my own bookkeeping or hire someone to help?”—you’re not alone.

Here’s how to decide what’s right for you.

You’re booked out. The phone keeps ringing. Your calendar is packed, your team is busy, and you haven’t had a real day off in months.

So why doesn’t it feel like the business is doing better?

If you're running a service-based business and still wondering why your bank account doesn’t reflect your workload, you’re not alone. Many business owners hit this wall—high effort, low return—and it’s usually not because they aren’t doing enough. It’s because the money is getting lost in the middle.

Let’s talk about what might actually be happening.

If you’re running a service business, it’s easy to assume staying busy means staying profitable. But if you’re not regularly checking how your team’s time is being used—and what that time is actually earning—you might be leaving money on the table without realizing it.

The good news? You don’t need to overhaul your whole business to start seeing improvements. Small adjustments—like tracking time more closely, refining your pricing, or reviewing labor performance weekly—can lead to meaningful changes in your bottom line.

Running a hospitality business is no small feat. Between managing staff, pleasing customers, and keeping the doors open, it's easy to lose sight of what’s happening behind the scenes—especially when it comes to your numbers. But if your revenue looks strong and your bank account still feels tight, chances are one of these silent killers is to blame.

Here are three of the most common profit leaks in hospitality—and how to stop them before they bleed your business dry.

Is your business financially healthy? Many business owners aren’t sure how to answer that question beyond checking the bank account. In reality, financial health is multi-faceted – it involves profitability, cash flow, debt management, and more. In this guide, we provide a step-by-step approach for evaluating the financial health of your business. We’ll highlight key financial indicators and even include a handy Financial Health Checklist you can use to monitor your company’s vitals.

Month-end financial reports are the scorecard of your business’s performance for each month. They compile all the key financial information you need to make informed decisions. Rather than waiting until year-end, reviewing monthly reports allows you to spot trends, catch issues early, and adjust course if needed. In this guide, we’ll explain what a proper month-end report should include, break down its key components, and outline steps to review these reports effectively.

Many small business owners make financial decisions based on gut instinct rather than data. Follow the journey of a business owner who transformed their company by hiring a CFO and see why strategic financial guidance is essential for growth.

Messy financial records can silently sabotage your business, leading to cash flow shortages, tax penalties and missed opportunities. Learn about the most common bookkeeping mistakes and how to fix them before they cost you thousands.

Even profitable businesses can fail due to poor cash flow management. In this case study, we break down real-life cash flow mistakes, their consequences, and the turnaround strategies that saved a struggling company from the brink.

For many small and growing businesses, hiring a full-time CFO isn’t always a feasible or necessary step. That’s where a Mini CFO can make all the difference. Imagine having a dedicated financial strategist by your side—someone who provides expert insights into budgeting, forecasting, KPI tracking, and overall financial strategy—without the significant overhead of a full-time executive. Our Mini CFO service is designed to empower your business decisions, streamline financial operations, and drive growth.

In today’s fast-paced business environment, making well-informed decisions hinges on having timely, accurate financial information. Whether you’re a small business owner or a growing enterprise, a robust month‑end close process is the backbone of effective financial reporting—and it’s the key to unlocking smarter business decisions.

In today’s fast-paced business environment, managing cash flow isn’t just a task—it’s a strategic imperative. For many business owners, especially in sectors like hospitality and service industries, maintaining a healthy cash flow can mean the difference between seizing a growth opportunity or missing it altogether. In this blog post, we’ll explore why cash flow management is critical, common challenges you might face, and actionable strategies to build a solid cash reserve that keeps your margins healthy.