LJ is a Fractional CFO, helping small businesses grow with professional financial strategy. His expertise includes M&A, capital planning, turnaround work, pricing strategy, cost of growth analysis, forecasting, budgeting, and incentive plan work.
A rolling 12-month forecast projects financial performance over a 12-month time horizon using the “add/drop” approach to forecasting. Unlike a budget or calendar year forecast, a rolling 12-month...
Information about tax changes the Biden administration is considering leaked yesterday, creating some big headlines in media. “First major tax hike since 1993” according to Bloomberg. As a...
Most small businesses need some form of debt to function efficiently (with a few exceptions, such as venture-backed software companies.) Proper levels of debt not only improve company...
Changes are coming to give your small business up to $28,000 for each employee! As of 3/8/21, the latest stimulus legislation pending approval in the House includes changes...
If you are a sole proprietor, independent contractor, or single-owner LLC, you have a lot more PPP money coming your way. Yesterday the SBA released new guidance to...
Have you been watching r/Wallstreetbets? At CFOshare, my team is excessively entertained by what’s happening with $GME. The $GME short squeeze was unprecedented in financial history, so what...
The circus of wall street seems a far-ways away from most small business concerns – but are you aware of how this stewing financial crisis may affect your...
(updated 1/13/21) PPP applications re-opened on Monday 1/11 to a select group of recipients, and will open to all lenders starting Tuesday 1/19/21. Due to heavy criticism of...
A small business budget is not much use if you do not compare it against actual performance. This classic method of evaluating performance stands as one of the...