KPIs Every Virtual CFO Tracks for Operational Efficiency
The finance and accounting outsourcing market was valued at USD 54.79 billion in 2025 and is projected to reach USD 81.25 billion by 2030. That’s substantial growth. It points to something important: businesses are rethinking how they handle financial operations. Virtual CFOs have become go-to partners for companies that want better control over cash flow, […]
Navigating CPA Ethics in Client Advisory Roles
“Four in ten employees say they have faced an ethical dilemma at work.” That comes from the AICPA Business Ethics Survey, and it tells us something important about professional practice today. For CPAs providing advisory services, ethics protects client trust, maintains your professional reputation, and keeps you clear of regulatory trouble. Client advisory work creates […]
Multi-Currency Accounting for the Small Business Going International
The global cross-border e-commerce market in 2024 was an estimated $1.14 trillion, and it’s a tiny fraction of the global market value. Even small businesses have access to sizable global sales opportunities that are making them hold incredible amounts of currency. Small businesses are usually exporters and small businesses make up the vast majority of […]
Financial Metrics to Track During a Business Expansion
Growing a business into new B2B and B2C markets can be venturing into virgin territory. Take, for example, a mid-sized maker of green office furniture, about to open its first distribution center on the West Coast: the boardroom is abuzz with excitement, projections shine on the PowerPoint charts, and the CEO is already thinking of […]
The 2025 Tax Season Will Be Brutal for Unorganized Startups. Are You Ready?
It’s April 14, 2025, and unfortunately, your client’s founder has barged into your office carrying a shoebox of receipts. “I thought I would get these receipts organized before the filing deadline,” they say, panting, eyes darting between you and the hastily assembled, half-caffeinated tower of receipts for expenses not yet filed. Can you help them […]
In-Depth Monthly Checklist: Key Financial Documents to Pull and Carefully Examine
Having a well-organized, well-disciplined routine on a monthly basis for the collection and thorough reviewing of financial documents is a requirement for accountants and financial advisors committed to serving businesses operating in the United States. Performing such an exercise not only facilitates the month-end closing process more smoothly and efficiently but also significantly contributes to […]
