Outsourced CFO/Controller Services Archives

Balance Sheet Ratios Every Business Owner Should Monitor

Key Takeaways A few key balance sheet ratios can help owners quickly understand liquidity, leverage, and the overall financial footing of their business. Reviewing ratios on a consistent schedule highlights shifts in performance earlier than traditional reports. These tools support…

The Most Overlooked Red Flags Hiding in Your Balance Sheet

Written by: Todd Ellis, CPA, MST, CGMA Key Takeaways Consistent financial reviews help reveal risks before they disrupt performance. Tracking trends in cash flow, debt, and margins supports long-term stability. Transparent accounting builds trust and stronger financial decision-making. Looking Deeper: What…

Strengthening Business Resilience Through Diversified Revenue Streams

Written by: Todd Ellis, CPA, MST, CGMA Key Takeaways Diversifying income helps businesses stay stable during change and uncertainty. Data-driven insights reveal which revenue opportunities will deliver the most impact and consistency. A flexible, forward-looking mindset builds the foundation for…

Operating Budget vs. Capital Budget: What’s the Difference and Why It Matters

Written by: Todd Ellis, CPA, MST, CGMA Key Points: Operating budgets manage short-term expenses like payroll and rent, guiding day-to-day business decisions and supporting cash flow. Capital budgets focus on long-term investments like equipment or software, which impact the balance sheet…

How the One Big Beautiful Bill Impacts Business Owners: A Strategic Overview

The One Big Beautiful Bill Act (OBBB), signed July 4, 2025, brings sweeping federal tax updates that will reshape your year-end planning. We’ve identified the provisions: bonus depreciation, Sec. 179 expensing, QBI deductions, new above-the-line breaks, and international rules that…

Debt vs. Equity Financing: Which One Fits Your Business Best?

At some point, nearly every business owner faces a common question: How do I fund the next growth stage? Whether you’re eyeing new equipment, a larger space, or need extra cash flow, choosing the right kind of financing is a…

The Strategic Role of Outsourced Controllership in 2025

Written by: Todd Ellis, CPA, MST, CGMA Bringing financial clarity and leadership to growing businesses—without the full-time hire. As a business owner, you must juggle operations, manage people, plan for growth, and closely monitor your financials. But in today’s environment,…

Category: Outsourced CFO/Controller Services