Chelsie Kugler, Author at CFOShare

Chelsie Kugler

Chelsie is the Vice President of Business Development at CFOshare. She helps small business owners improve their accounting and financial planning by surveying their company's needs and aligning solutions internally or through CFOshare's outsourced team.

Golden eggs in nest with a paper reading retirement.

What is the Colorado Secure Savings Plan?

In 2020, Colorado passed a law mandating small business owners to enroll in a state-run retirement savings plan. The pilot program launches in...

Strategy

What is a pro forma balance sheet?

A pro forma balance sheet is a key component in your pro forma, your 5 to 7-year projection. It lists out your future...

Bookkeeping, Strategy

What is the difference between price analysis & cost analysis?

Are you selling a new product or perhaps increasing the price of a current product? Are you curious if you should make the...

Strategy

How Much Equity Should a Business Give Away?

Equity- the stake you or someone else has in a business. Having equity in a company means you have the incentive to see...

Strategy

What is Quality of Earnings?

Thinking of buying or selling a business? A Quality of Earnings report drills into the details of the business’ financial statements and cash...

Forecasting, Strategy

Why Outsource Financial Services Rather Than Hire-In-House

You are likely already outsourcing some of your financial needs and not even realizing it. Does a CPA firm file your taxes? If...

Management, Small Business, Strategy

Sales Tax for CBD

As cannabis business, you want to know, are CBD products taxable? The answer: yes. Since the 2018 South Dakota vs Wayfair, Inc ruling,...

Startup, Tax Issues

The Benefits of Hiring a Fractional CFO for Cannabis Business

A report by the Cannabis Business Times found the top three business related challenges to the industry were competition/declining prices, compliance, and financial...

Strategy