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Finance

Dec 20, 2022

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 […]

Dec 17, 2022

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 […]

Dec 12, 2022

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 […]

Dec 1, 2022

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 […]

Dec 1, 2022

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, […]

Nov 28, 2022

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 […]

Nov 21, 2022

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 […]

Nov 21, 2022

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 […]

Nov 17, 2022

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 […]

Nov 14, 2022

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 […]

Nov 7, 2022

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, […]

Nov 1, 2022

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 […]