CFOBiz

11/14/2025

2025 has been challenging for some. Think about what, from this year; the lessons learned, you will take into 2026. How is this reflected in your budgets and action plans?

12/31/2024

Financial literacy isn't just for the young. Many of us fail to take a hard look at our personal finances.
As 2025 is about to begin, try this simple exercise. First calculate your take home pay. Next list all your fixed costs (mortgage/rent, car payments, insurance,) estimated variable monthly costs (utilities, groceries.. etc.). What's left is your disposable income. From this is what you can save for retirement, unanticipated expenses, vacation and party fund.
How does this look? Do you have a plan?

BTW..don't just do this in your head. Write it out. Share it with your partner. And come back to it each quarter to evaluate where you are.
Good luck in 2025!

12/12/2024

2024 is in the bag. Time to do your debrief.
What worked, what didn't?
What lessons did you learn that you can use to improve 2025?
What are your biggest risk's and how can you mitigate them?
And most importantly, what is necessary but non-urgent that by tackling could have amazing results...?

11/29/2022

Time to wrap up yearend and place the foundation for 2023.
Have you adjusted for the new workforce reality (it's not just Covid and millennials...boomers are retiring, next generation is a trough generation and the boomlets are rethinking life)

06/27/2021

Sometimes your gut is right!

01/21/2021

It's 2021, you have kicked off the new year - and the virus still is impacting your business. What have you done to both pivot your business plan to accommodate this new normal? How have you reworked your back office to support this pivot? It's a new game - are you playing by the new rules?

11/28/2020

11/13/2020

Budget season is here, but how do you budget with a year that had unprecedented changes to your business? Will the pandemic retreat next year? When? And what best practices can you deploy from this year (remote working, utilizing technology, green practices...)? Happy to chat and give you some perspectives.

10/06/2020

Just launched CSWCFO! Excited by the incredible market place support!

07/01/2020

During Covid, keeping your team engaged can be challenging. Employers have noted Video conferencing fatigue. while other employees admit to multitasking and doing household chores while working. One suggestion to keep people present is to require their participation. If your video calls include a large group, think about having smaller groups "meet" before hand on a topic and have one person report back their results in that larger group meeting. People will want to be sure their group representative gets it right, and will jump in to add commentary. The key is how to keep your team engaged! -19

06/29/2020

How is everyone doing? COVID-19 has made us all rethink our businesses. While it’s easy to create a virtual back office, other departments might not be so easy. Sometimes it’s less about tools and more about mentality. Happy to chat about how to rethink your business. Let’s discuss the possibilities!