The “Too Many Hats” Problem For most small business owners, accounting starts as another hat to wear. You track expenses, reconcile accounts, and review reports — often late at night or between client calls. Over time, the complexity compounds: payroll, tax planning, cash flow forecasting, capital budgeting, and compliance. Finance becomes a balancing act instead…
Understanding the Financial Roles in Your Business As a small business owner, managing your finances can feel overwhelming—but understanding who does what is the first step toward building a support system that works for you. Each role—bookkeeper, accountant, and CFO—serves a different purpose and can be valuable at various stages of your business journey. Why…