CFO Accounting Services

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CFO Accounting Services You didn't start your business to be a bookkeeper, but that's why we started ours.

A few things that are actually scary in business:👻 Not knowing whether you’re profitable🎃 Finding out the bank balance i...
10/30/2026

A few things that are actually scary in business:

👻 Not knowing whether you’re profitable
🎃 Finding out the bank balance isn’t really available cash
🕸️ Books that haven’t been reconciled in months
🧟 Making big decisions based on numbers you don’t trust
💀 Realizing you haven’t planned for taxes, payroll, or upcoming expenses

Your financials shouldn’t be the scariest part of running your business.

Happy Halloween from CFO Accounting Services! 🎃

Financial management is a key challenge for law firm owners, and Attorney Lee Rudin has plenty of experience to share. I...
10/29/2026

Financial management is a key challenge for law firm owners, and Attorney Lee Rudin has plenty of experience to share.

In the latest Legal and Lucrative podcast, Lee discusses how small expenses can add up and strain a law firm's cash flow. He talks about leveraging credit lines intelligently while keeping client interests at heart. Lee also reflects on the opportunities he's seized and the ones missed, emphasizing the need for an early start in business.

Join us for his thoughtful insights!

Watch now! Link in comments.

Cash flow can be one of the biggest hurdles in managing a law practice, but Attorney Josh Schmerling has cracked the cod...
10/22/2026

Cash flow can be one of the biggest hurdles in managing a law practice, but Attorney Josh Schmerling has cracked the code to financial reliability.

In this episode of Legal and Lucrative, he reveals how his firm maintains predictable income by closely monitoring cash flow and other financial metrics. You’ll gain practical insights into managing your income streams more effectively.

If financial stability is your goal, this conversation is packed with valuable advice.

Tune in! Link in comments.

There’s probably a financial question about your business that pops into your head every once in a while.And then you th...
10/20/2026

There’s probably a financial question about your business that pops into your head every once in a while.

And then you think...

“I should really figure that out.”

But there’s always something more urgent to do.

The problem is that unanswered financial questions have a way of affecting the decisions you make every day.

You don’t need to understand everything about accounting. But you DO need to understand enough about your business to ask good questions and make informed decisions.

That’s one of the things we work on inside PULSE. Join us every Thursday at 9 AM CST.

So, what’s the one financial question you’ve been putting off because you don’t have a clear answer?

Being the boss means carrying a lot that other people never see.You’re thinking about your team, your clients, payroll, ...
10/16/2026

Being the boss means carrying a lot that other people never see.

You’re thinking about your team, your clients, payroll, cash flow, what needs fixed, what comes next, and whether the decisions you’re making today are moving the business in the right direction.

We work with business owners every day, and we know how much responsibility comes with building something of your own.

So today, we’re celebrating the people who keep showing up, making the hard calls, taking care of their teams, and continuing to build the business they had in mind when they started.

Happy National Boss’s Day.

Behind every successful law firm is the story of balancing leadership with growth. There's an unpredictable side of firm...
10/15/2026

Behind every successful law firm is the story of balancing leadership with growth. There's an unpredictable side of firm ownership and it's important to see expert help when you need it.

In the latest episode of Legal & Lucrative, Attorney Ryan McKeen discusses overcoming cash flow challenges and the power of intentional growth.

Tune in! Link in comments.

What can successful law firm owners teach you about running your own business? A lot, actually!Legal & Lucrative Part 3 ...
10/15/2026

What can successful law firm owners teach you about running your own business? A lot, actually!

Legal & Lucrative Part 3 is here!

We're back with more conversations featuring attorneys who are sharing what they've learned about building, managing, and growing successful businesses.

From leadership and marketing to financial decisions and overcoming challenges, these conversations go beyond the legal industry. They're filled with real experiences, lessons learned, and practical ideas that any business owner can use.

Whether you run a law firm or a business in a completely different industry, there's something here for you.

Check out Legal & Lucrative Part 3 and see what you can take away for your own business!

You don’t have to fix everything in your business finances at once.In fact, that can make it harder to know where to sta...
10/14/2026

You don’t have to fix everything in your business finances at once.

In fact, that can make it harder to know where to start.

Six Stones to Prosperity gives you a way to look at your financial foundation one piece at a time:

Visibility → Clarity → Stability → Momentum → Provision → Resilience

And beyond those six stones is your Horizon. What are you ultimately building this business to do for you?

Take the quick 6SP quiz now to find your starting stone.

👇 Link in comments.

Seeing money in your bank account can give you a false sense of security.Just because it’s there does not mean it’s all ...
10/13/2026

Seeing money in your bank account can give you a false sense of security.

Just because it’s there does not mean it’s all available to spend.

If you don’t have a plan for where your money is supposed to go, it’s easy to overspend and feel confused later.

A healthy business is not built on checking the bank balance and hoping for the best. It’s built on knowing what your money is for.

If cash flow feels unclear, you are not alone.

Join PULSE. Every Thursday at 9 AM CST.

Sometimes the numbers are technically “done,” but you still don’t feel like you know what to do with them.That’s the gap...
10/12/2026

Sometimes the numbers are technically “done,” but you still don’t feel like you know what to do with them.

That’s the gap Six Stones to Prosperity is designed to help uncover.

Maybe you need better visibility into what’s actually happening. Maybe you understand the numbers but cash still feels unpredictable. Or maybe the business is doing well and now the question is how to turn that success into something for you.

The 6SP quiz helps identify where you are now and what deserves your attention next.

Take the 6SP quiz now to find your starting stone.

👇 Link in the comments.

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Windsor Heights, IA
50324

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