CFO Accounting Services

05/25/2026

Memorial Day is a time to pause and remember the men and women who gave their lives while serving our country.

As we head into a weekend filled with family, friends, and the start of summer, it’s also a reminder to reflect with gratitude for the sacrifices that made those moments possible.

Wishing everyone a safe and meaningful Memorial Day weekend from all of us at CFO Accounting Services.

05/19/2026

Running your business from one account… and your personal life from another… isn’t just “messy bookkeeping.” It can create real problems for your cash flow, taxes, and financial clarity. 👀

When business and personal expenses get mixed together:
❌ Financial reports become unreliable
❌ Tax prep becomes more expensive and time consuming
❌ You can miss deductions
❌ It’s harder to know if your business is truly profitable

One simple rule:
👉 If it’s a business expense, use the business card.
👉 If it’s personal, keep it separate.

“But what about the gray area stuff?”
Things like:
☕ coffee meetings
📱 cell phones
🚗 vehicle expenses
🏠 home office costs

These can sometimes qualify, but documentation and consistency matter.

The goal is clean boundaries:
✔ Separate accounts
✔ Separate cards
✔ Clear categories
✔ Better habits going forward

If your books are mixed right now, don’t panic. Most business owners start there. The important part is creating better systems moving forward.

📣 We’re diving deeper into this topic inside PULSE this week, including:
• What counts as a business expense
• Common gray-area mistakes
• How to clean up mixed transactions
• Simple bookkeeping systems that actually work

JOIN PULSE
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05/11/2026

Windsor Heights has some incredible businesses. Let’s make sure they get the recognition they deserve!

The Windsor Heights Chamber of Commerce Powered by the Urbandale Chamber of Commerce is accepting nominations for the 2026 Windsor Heights Business of the Year, and now is your chance to support the businesses that make our community better every day.

Whether it’s a favorite coffee shop, local service provider, restaurant, retailer, or business owner who always goes above and beyond, nominate them today!

Nominations close:
📅 May 15, 2026 @ 5PM

Submit your nomination here:
https://uniquelyurbandale.com/2026-windsor-heights-business-of-the-year/

Let’s celebrate the businesses that help Windsor Heights thrive.

2026 Windsor Heights Business of the Year 2026 Windsor Heights Business of the Year Nomination This highly-sought after award is given at the Celebration of Business event held on June 16, 2026. Businesses may nominate themselves for this award. Nominations will be accepted until 5 p.m. on May 15, 2...

05/10/2026

Happy Mother’s Day to all the moms balancing businesses, careers, families, schedules, meals, homework, sports, and somehow still remembering where everyone’s shoes are.

The work you do matters more than you know.
Today, we hope you take a moment to celebrate yourself too. 💜

- The team at CFO Accounting Services

04/27/2026

“Booked out” but still wondering where the money went?

More work ≠ more profit.

If that hit a nerve, this one’s for you 👇

04/22/2026

🌎 Happy Earth Day!

Friendly reminder from your accountant:

You don’t have to fix everything today.
Just don’t ignore everything forever.

04/21/2026

Join us Thursdays at 9am for PULSE ☕

It’s more than just a meeting—it’s a space for small business owners who want real, hands-on help with their bookkeeping and cash flow.

Bring your questions, your numbers, or just show up and listen. Whether you’re stuck on something specific or just trying to stay consistent, this is time set aside to actually move things forward in your business.

No fluff. No pressure. Just support, guidance, and real conversations with people who get it.

We even have a dedicated 2-hour work session each month so you can sit down and get things done with support right there if you need it.

If you’ve ever thought, “I just need someone to help me figure this out,” this is for you.

Link in comments 👇

04/15/2026

We don’t do taxes… on purpose.

Because what matters most isn’t one deadline in April.
It’s what’s happening in your business the other 364 days of the year.

Clean books.
Clear cash flow.
Confident decisions.

That’s where we focus!

04/06/2026

You don’t need another bookkeeping course.
You need time + support to actually do it.

That’s what our 2-hour PULSE Work Sessions are for.

✔️ Show up
✔️ Work on your books
✔️ Ask questions as you go
✔️ Leave with real progress

Simple. Consistent. Effective.

If your books are always “next week’s problem”…
come sit with us and change that.

👉 Comment PULSE or click the link in the comments.

04/05/2026

We checked all the Easter eggs…

And instead of candy, we found…

📊 spreadsheets!

Honestly, not mad about it.
Because when your numbers are this organized, every day feels like a win

Happy Easter from your favorite spreadsheet hunters!