When you’re deep in the day-to-day of running your business, it’s easy to think financial planning is something you’ll “get to later.” But the truth is, life doesn’t wait for later. One of our clients—a retail store owner—had no plan in place for emergencies....
Would You Rather Block Off Time for a “Cash Flow Cleanup” or a “Revenue Recharge”? One sounds like a chore, the other like a business boost. (Spoiler alert: they’re the same thing.) Many business owners avoid financial reviews because they feel...
I’ve been where you are—navigating the ups and downs of entrepreneurship, pouring my heart and soul into building a business. One thing I’ve learned through my journey is how crucial it is to have a solid financial foundation. That’s why at Heartfelt CFO and...
If you’re working from home like many professionals today, you might be missing out on a major tax savings opportunity: the home office deduction. I’ve seen firsthand how understanding and correctly claiming this deduction can make a significant difference in your tax...
If you’re like many business owners, you might find yourself frustrated each tax season, wondering why you’re not maximizing your tax savings and paying more to the IRS than you expected. Trust me, you’re not alone. Many of us face the same challenge due to a lack of...
As a business owner, I know firsthand how overwhelming bookkeeping, accounting, and tax planning can be. It’s a common dilemma: you recognize the need to get your finances in order, but you’re torn between hiring a full-time bookkeeper or managing everything on your...
3 Essential Financial Roles Every Business Needs—And WhyIf wrangling your business finances feels like […]
