Waiting until January to plan next year’s budget is how businesses lose money. By the time Q1 hits, it’s already too late to adjust your pricing, set performance targets, or plan hiring with enough lead time to execute properly. Yet many businesses delay planning because they’re “too busy” finishing the current year.
The truth is,…
If you’re relying on spreadsheets and delayed reports to guide your decisions, you’re missing what matters. A CFO (or a business owner wearing the CFO hat) should be focused on live metrics that show not only what’s happened but also what’s happening now and what’s coming next. That’s where dashboards come in.
The right dashboard…
You can’t make smart decisions with outdated, inaccurate, or incomplete numbers. Yet that’s exactly what happens in many businesses as they scale. Daily transactions pile up, reporting gets delayed, and nobody trusts the numbers. Eventually, it starts to affect cash flow, tax planning, and growth strategy.
Scaling without upgrading your bookkeeping is like trying to…
You don’t need a full-time finance team to run a high-performing business; you need the proper structure. Many professional firms hit a ceiling because they don’t have anyone translating the numbers into a real strategy. Others stall out because the financial data is outdated, incomplete, or buried in bad bookkeeping.
That’s where a fractional CFO…
If you’re running a business, especially one with high income and variable expenses, treating tax planning as a once-a-year event will cost you. It’s not just about missing deductions. It’s about missing opportunities to use your cash smarter, structure your income better, and avoid paying more than you should.
The IRS doesn’t reward last-minute planning.…
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Warning: Reading this might save you money.
Make 2025 the year you stop overpaying and start making your taxes work for you! Imagine turning tax season into an opportunity for growth and profitability. With smart moves like Roth IRAs, charitable giving, and retirement plans, plus the power of Huxley our AI advisor you’ll make decisions…
Audit Me, Please! I'm Unprepared.
The holidays aren’t just for giving gifts🎁 they’re a golden opportunity to secure your financial future. From seasonal profits to preparing for tax season, now’s the time to turn stress into strategy and money left on the table into growth opportunities!
Here’s how:
Organized Records: Head into tax season with…
(Spoiler Alert: Cash Flow Forecasting Could Save You )
Wanna lose $10,000 every month? Follow these three simple steps!
Step One: Ignore your bookkeeping. Let your finances become a mystery. Who needs to know where the money goes?
Step Two: Make decisions in the dark. Why bother with financial reports when guessing is so much more exciting?
Step Three: Keep…
MY COMPANY HAS GREAT REVENUE, BUT MY BOTTOM LINE SEEMS SMALL. SOUNDS FAMILIAR?
You’ve built a business that’s generating strong sales, but the money isn’t flowing as it should. Sounds familiar? You may be suffering from what we call a “death from a thousand cuts”. Not having clear financial controls expose you to…
Business Strategy / AI & Data
Profit Leap's new business planning tool in the works.
Profit Leap is developing a groundbreaking business planning tool designed to revolutionize a strategic approach. This tool will offer intuitive features such as real-time analytics, goal tracking, and customizable planning templates, all aimed at streamlining your business processes. Imagine having…
Business Strategy / AI & Data / 8 Gears /
Profit Leap now focusing 100% development towards improving Huxley AI.
Huxley is the new AI-enabled dashboard that provides personalized business advice by analyzing context and integrating with various software for optimized operations. Leveraging Profit Leap Huxley AI focuses on continuous improvement and comprehensive insights by analyzing business plans, with its…
