CFO Accounting Services

07/17/2026

Successful law firms don’t just manage cases. They master the numbers behind the business.

In the latest episode of Legal & Lucrative, Attorney Adrienne Hines shares insights on CRM systems, balancing client work, and forecasting cash flow in unpredictable markets.

This one is packed with valuable takeaways.

Tune in now! Link in the comments.

07/15/2026

Knowing the law is essential. Building a thriving practice takes even more.

They’re built on leadership, strategy, and smart financial decisions. In the latest episode of Legal & Lucrative, Attorney Yuliya Pashkova unpacks what it takes to grow a successful practice.

Watch now! Link in the Comments.

07/14/2026

Most business owners don't lose sleep because they aren't working hard enough.

They lose sleep because they don't know if they're making the right financial decisions.

Should they hire?
Can they afford new equipment?
Is there enough cash to cover taxes?
Why does the bank balance never seem to match the revenue?

The answer usually isn't to work longer hours.

It's to gain clarity.

When you understand where your money is coming from, where it's going, and what your numbers are telling you, confidence follows.

Every better business decision starts with better financial clarity.

What's one financial question you've been putting off because you don't have a clear answer?

Next Live Meeting Thursday at 9 AM CST!

Link in the comments.

07/13/2026

We're excited to introduce Legal & Lucrative, a new series where we sit down with attorneys from across the country to talk about what it really takes to build a successful law firm.

These aren't conversations about legal strategy. They're honest discussions about the business of running a firm. From managing finances and leading a team to finding work-life balance and learning from mistakes, our guests share the lessons they've learned along the way.

If you've ever wondered what happens behind the scenes of a thriving law practice, this series is for you.

We kicked things off with a blog that shares why we created Legal & Lucrative and what you can expect from the series. We'd love for you to give it a read and follow along as new interviews are released.

📖 Read the blog here:https://zurl.co/XRnfq

We can't wait to share these conversations with you!

06/30/2026

Something exciting is coming... 🎙️

Our brand-new Legal & Lucrative video podcast is almost here!

We’re bringing you candid conversations with attorneys and industry leaders about the real challenges and opportunities of law firm ownership. From cash flow and profitability to leadership, marketing, systems, client experience, and sustainable growth, this series dives into the business side of running a successful practice.

Each episode is packed with honest stories, practical insights, and real-world strategies from professionals who are in the trenches every day.

If you’ve ever wondered what it really takes to build a thriving law firm, this series is for you.

Launching in July! 🚀

06/17/2026

🎉 Big news! 🎉

We're celebrating an incredible achievement for Carla, who was named Connector of the Year by the Urbandale Chamber of Commerce at last night's Celebration of Business!

Carla has a gift for bringing people together, building meaningful relationships, and strengthening our community every day. We're proud to see her recognized for the impact she makes both professionally and personally.

Please join us in congratulating Carla on this well-deserved honor!

Thank you to the Urbandale Chamber of Commerce for recognizing leaders who make our business community stronger.

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