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News and Events

Be sure you check-in here to keep up with the latest news and events from Clara CFO Group, including our job openings, and our latest webinars and workshops!

For more learning opportunities you can also refer to our Clara CFO Group YouTube channel, and you can check out our library of small business resources at http://learn.claracfo.com/.

If you need a clear, financial solution for the short term, and you’d like to speak to us, a CFO clarity session is the answer: book your clarity session with us today.

Solutions for a Stress-Free Tax Season

Solutions for a Stress-Free Tax Season

The truth is, filing your taxes shouldn’t be something that fills you with dread. I recently interviewed an outstanding CPA, Melanie Bledsoe of Bledsoe Consulting Services, to get her top tips for a stress-free tax experience.

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Win Your Year with Strategic Budgeting

Win Your Year with Strategic Budgeting

Many of us have a negative reaction to the word “budget”. While a budget is simply an estimate of income and expenditure for a set period of time, the word often creates images of hardship and suffering, giving up good things, and making sacrifices – at least in our personal lives. The reality is, your […]

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Say Bye-Bye To Vanity Metrics …

Say Bye-Bye To Vanity Metrics …

… and hello to four metrics that matter! Don’t forget to grab the worksheet at the end of the post! The new year is well under way, and there’s lots of talk about business planning and implementation for this year (and beyond!). Before you finalize all those amazing plans for the year, I encourage you […]

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Is Your Business On Track?

Is Your Business On Track?

Today I’m excited to share the final post in our series about the five most important reports in your business. Previously posts covered: Balance Sheet Profit and Loss Statement Accounts Payable Aging Accounts Receivable Aging And now it’s time for the report that helps you determine if you’re on track to your plan – the […]

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Don’t Hide From This Kind of Aging

Don’t Hide From This Kind of Aging

Today we continue our series describing essential financial reports, and we’re going to talk about why you should embrace aging! In our personal lives, many of us try to think of “aging” as rarely as possible. But when you are looking at your business, aging becomes a critical element in reviewing the health of your […]

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Understanding Your Profit & Loss Statement

Understanding Your Profit & Loss Statement

Many reports or tools have more than one name. As a reminder, your profit and loss statement is also sometimes referred to as: P&L, Income Statement, IS, Statement of Earnings, or Statement of Financial Performance. For this discussion, we’ll be using the term “P&L”. For most business owners, the P&L will be the most powerful […]

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Balance Sheet Basics … and Beyond

Balance Sheet Basics … and Beyond

In my previous post (Money Talks. Can You Understand What It’s Saying?) I discussed the importance of becoming familiar with some of the jargon, terms, and acronyms that will help you understand your business. One of those terms was “balance sheet”, which I described as an overview of what the business owns as well as […]

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The Top Five Financial Reports For Your Business

The Top Five Financial Reports For Your Business

Successful business owners understand money, and how the moving parts of money affect their business. They do this – not by staring at their online bank balances – but by regularly preparing a series of reports that help them understand the financial health of their company. Those reports can also be “canaries” for business owners, […]

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Money Talks. Can you Understand What It’s Saying?

Money Talks. Can you Understand What It’s Saying?

If your answer to this question is an apologetic, “Um, no. I can’t.”, I’m here to help change that! Because numbers, calculations, and money are the mainstays of our business, it’s easy for financial service providers to forget that terms which are so familiar to us are often mysterious or even intimidating for our clients. […]

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Hierarchy of Accounting Needs

Hierarchy of Accounting Needs

Have you ever been confused about which financial professional you need for your business? There are so many to choose from: Certified Financial Planners, Certified Public Accountants, Enrolled Agents, accountants, bookkeepers, controllers, and Chief Financial Officers. Just as all doctors should not perform heart surgery, CPAs and other financial professionals are not one-size-fits-all! This distinction […]

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Four Ways to Avoid Debt

Four Ways to Avoid Debt

I am not a fan of debt. Not in personal finances or in business. One of the main reasons I don’t like debt is because it is EXPENSIVE! That’s right, it costs a lot of money to keep and maintain your debt. It’s called Interest Expense, and it can drain your business if you aren’t […]

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Clara CFO PPP Loan Webinar Sole Proprietors, Independent Contractors, General Partnerships

PPP Forgiveness Webinar for Schedule C Filers & General Partnerships

If you are a Sole Proprietor, Schedule C Filer, Independent Contractor, or General Partnership with NO EMPLOYEES, then we invite you to join our PPP Forgiveness Webinar as it is designed specifically for you.

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