Financial Strategy
7 Sources of Capital and How to Evaluate Them
Raising capital and deciding what sources of capital to pursue is a challenge both large and small businesses share. In the early stages of a company, you lack credibility, which limits your options. Then, as your business matures, you have more choices, but there are...
Employee Retention Tax Credits (ERTC): What Clients Should Know and Do Now
The original CARES Act included the Earned Retention Tax Credit (ERTC) for businesses that were not eligible for the Paycheck Protection Program (PPP). The new stimulus package now allows businesses to utilize both the PPP and the ERTC and this is retroactive to March...
PPP Loan Updates: What Clients Should Know and Do Now
There have been some changes made to the PPP loan information we shared on June 3, 2020. Below is what we now know as of January 13, 2021. Timing Community financial institutions that service minority and women-owned businesses will be able to make loans to first-time...
Controller vs CFO: What’s the Difference and Which Do You Need?
When you find yourself exploring the difference between a controller and a CFO, that’s a good thing! Your business is evolving, tackling complex challenges, and ready for financial leadership. But controller vs CFO, which one is right for you? Let’s take a good look...
