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…
Developing a Long-Term Financial Vision in Times of Uncertainty
Written by: Todd Ellis, CPA, MST, CGMA Key Points You can’t eliminate economic uncertainty, but you can prepare by setting clear goals and building flexible financial plans. Strong cash flow, diversified revenue, and adaptable operations create resilience. Policy changes like…
Are Paper Checks Becoming Obsolete?
Written by: Todd Ellis, CPA Over the last several decades, I have seen the introduction of many technologies in the businesses I have served: the PC, the internet, easy-to-use accounting software, and electronic payment methods. These technologies have made business…
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…
Why Real Estate Developers Should Outsource Their Accounting
Written by: Todd Ellis, CPA, MST, CGMA Summary of Key Takeaways: Outsourcing your accounting function will improve your financial visibility and efficiency process efficiency. An outsourced accounting team will reduce overhead, strengthen controls, and is very scalable. A real estate-focused…
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,…
Unlocking Your Business Potential with Financial Dashboards
Running a business comes with constant financial decisions, having the right tools to understand where your money is going can make all the difference. Financial dashboards are a game-changer, giving business owners real-time insights into their company’s financial health. With…
Internal Accounting Team or Outsourced Team: Which Is Right for Your Business?
Written by: Todd Ellis, CPA, MST, CGMA Every business, whether large or small, needs reliable accounting support to keep operations running smoothly—ensuring cash flow is managed, bills and employees are paid, and the business’s overall financial health is well understood.…











