The CFO Collective

05/22/2025

As we pause to honor Memorial Day, we remember the brave service members who gave everything for our country. Their sacrifice is not forgotten — and we’re grateful for the opportunity to serve our communities in peace and freedom.

💡 Mid-Year Financial Tip: Summer is ideal for checking in on your financial goals. Here are three quick ways to stay ahead:

✅ Update your cash flow forecast

✅ Evaluate tax-saving opportunities for Q3

✅ Schedule a financial review for strategic planning

A little preparation now goes a long way toward year-end success.

Be safe if you travel and enjoy the weekend!

11/25/2024

https://mailchi.mp/cfocollective.io/a-thanksgiving-advisory-poem

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11/08/2024

https://mailchi.mp/cfocollective.io/thank-you-veterans

08/20/2024

[email protected] -

Research seems to point out that, sadly, entrepreneurship can be pretty challenging, and it’s negatively correlated with mental health.

07/30/2024

Unused Timeshare- Tax Deduction and Employee Perk!😀 - https://mailchi.mp/0b7bf4b4a058/unused-timeshare-tax-deduction-and-employee-perk

07/16/2024

I share insights on cost-saving measures with other professionals in the article below. Please join the conversation by sharing your experiences in the comments.

New Q&A article featuring expert insights on CFO Drive: What Innovative Cost-Saving Measures Can Significantly Impact a Company's Bottom Line?

07/01/2024

We are past the half-way point - https://mailchi.mp/9a32e9a66104/we-are-past-the-half-way-point

02/13/2024

BOI Reporting to FinCEN -

The Corporate Transparency Act (CTA) is upon us. It took effect on January 1, 2024, and imposes a new federal filing requirement formost corporations, limited liability companies (LLCs), and other business entities.

01/05/2024

Deducting Start-Up Expenses for Rental Properties -

Your cost of purchasing a rental property is not a start-up expense. Rental property andother long-term assets, such as furniture, must be depreciated once the rental business begins.

11/30/2023

Entrepreneurs & CEOs 2023 is about to close.

Are you aware of...
how much money came in?

how much money went out?

numbers of customers?

where do they come from?

how many products were sold?

These are some of the basics you MUST know about your business

I have a Dashboard that will help you see and improve your business.

Comment with "I do" and it is sent to you.....

11/29/2023

2023 Last-Minute Year-End Business Deductions -

Of course, the IRS will not likely cut you a check for this money (although in the right circumstances, that will happen), but you’ll realize the cash when you pay less in taxes.