by The Small Business Advisor | Oct 22, 2025 | Case Studies
Here’s a recap of a financial incident involving my client in a specialized real estate service. This underscores the critical importance of regular financial reviews and having special services from the bank turned on. Upon learning that a main business account had...
by The Small Business Advisor | Oct 22, 2025 | Case Studies
The Challenge A small three-person law firm in the suburbs of a major city was struggling with one of the most sensitive areas of their practice, managing client trust and IOLTA accounts. The firm’s owner, a real estate closing attorney, was overwhelmed and stressed....
by The Small Business Advisor | Oct 22, 2025 | Case Studies
Client Background A first-time business buyer came to us during the purchase of a company. She was handling the entire process on her own, without a CPA, relying on a broker who represented the seller, and working with an attorney who had some business purchase...
by The Small Business Advisor | Sep 16, 2025 | BLOG
As a small business owner, you might find yourself overwhelmed by financial statements, struggling to understand why your revenue isn’t translating into cash in the bank. You are not alone; many small businesses are in the same situation, especially when they...
by The Small Business Advisor | Sep 16, 2025 | BLOG
These are uncertain economic times. Bring in money faster by using progress invoicing. If you’re concerned about your company’s cash flow because you don’t know what will happen with the U.S. economy in the coming months, you’re not alone. The vast majority of small...
