How to Prepare Your Business for Success in 2023 — Financial Forecasting Insights from Founder and Fractional CFO, Dan DeGolier
Year-end planning is imperative for all businesses, especially as they navigate a changing and uncertain business environment. Over the last six months, rising inflation and a likely recession has created […]
Our Economy in 2023 — What to Expect
In 2023, the Federal Reserve will continue to battle inflation and hike rates reaching its terminal rate in the first half of the year, while inflation slowly dissipates. This will […]
2023 Will Be the Year of the Earndown: What Every Colorado Small Business Owner Needs to Know
Even with whispers of a possible recession on the rise, there continues to be high demand in the Denver metro and Front Range areas from buyers looking to buy all […]
Act Now to Stay Ahead of Changes to the Tax Treatment of R&E Expenditures
Since the passage of the Tax Cuts and Jobs Act (TCJA) in late 2017, companies have been working to interpret and implement changes prompted by the new law. Most companies […]
How to Prepare Your Finances for the Holiday Season
The year’s closing months are an ideal time to be proactive about your finances and set yourself up well for the holiday season and the new year ahead. For many, […]
What Is the Difference Between Business Succession Planning and Estate Planning?
Business owners have a lot on their shoulders when considering the future of their businesses. Unfortunately, succession planning can feel so daunting that many successful business owners put it off […]
Maximize Your Charitable Giving Donations: Aligning With Your Budget and Passions
If you have the means and desire to financially contribute to charitable organizations, it’s important to understand how and why you are allocating your funds to the causes you care […]
5 Ways Small Business Owners in Colorado Can Survive Inflation
More than 50% of American small business owners who responded to CNBC’s latest “Small Business Confidence” survey think the U.S. economy is in “poor” condition and say inflation is their […]
How the Inflation Reduction Act May Impact Your Business
The Inflation Reduction Act (IRA) became law on Aug. 16, but some have criticized it as another round of spending in an already inflated economy. Still, others saw it as […]
What Business Owners Need to Know About the Employee Retention Credit
If you’re reading this, you probably missed the window on filing for the Employee Retention Tax Credit. But not all hope is lost – businesses have until 2024 to look […]
Four Common Financial Habits That Can Derail Your Fiscal Plan
When asked about bad habits, people commonly think of items like nail biting, avoiding eye contact, or late-night snacking. However, there are also several everyday financial habits that, like these, […]
Finding the Silver Lining Amidst Rising Interest and Inflation Rates
Between bear markets in both stocks and bonds and mortgage rates doubling in 2022, is there any good news out there? Believe it or not, there is. Because of the […]



























