CFO Services

Unlock your business’s financial potential. Our articles on CFO services offer in-depth guidance on everything from advanced financial modeling and risk management to forecasting and capital allocation. Discover how strategic financial leadership can transform your business.

October 6, 2025
Published by Rashida Turra on October 6, 2025
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Supporting CPAs with International Tax Compliance: Why Expert Guidance Matters

International tax compliance can feel like a maze — especially for CPAs serving clients with overseas businesses or investments. Recently, I helped a fellow CPA navigate complex cross-border reporting for their client, and that collaboration inspired me to formally offer dedicated international compliance support for accountants and their clients.
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October 1, 2025
Published by Rashida Turra on October 1, 2025
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The Hidden Dangers of Loan Agreements Every Business Owner Must Know

Loan agreements can come with hidden terms and costly surprises that every business owner should understand before signing. From prepayment penalties and “late” fees to automatic withdrawals and obscure clauses, the fine print can easily lead to financial headaches—even after the loan appears paid off. Real-world stories reveal why careful contract review is essential for protecting your bottom line and avoiding unpleasant disputes. Read on to learn which loan agreement clauses to watch for, and how proactive attention to your business’s loan paperwork can help you avoid expensive mistakes.
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September 26, 2025
Published by Rashida Turra on September 26, 2025
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Qualified Business Income (QBI) Deduction: Don’t Miss Out on This Powerful Tax Savings Opportunity

Discover why mixing personal and business finances can jeopardize your small business. Learn expert CPA tips on keeping your financial records separate to protect liability, maximize tax deductions, and build strong business credit. Essential advice for contractors, real estate investors, and local business owners.
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September 25, 2025
Quarterly Finance Review
Published by Rashida Turra on September 25, 2025
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Why Every Business Owner Should Review Their Finances Quarterly

Discover why mixing personal and business finances can jeopardize your small business. Learn expert CPA tips on keeping your financial records separate to protect liability, maximize tax deductions, and build strong business credit. Essential advice for contractors, real estate investors, and local business owners.
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September 10, 2025
Published by Rashida Turra on September 10, 2025
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Don’t Wait for 2026: Why Now is the Perfect Time to Switch Your Accountant

Thinking about a new accountant? You might feel like it’s too late in the year to make a move, especially with 2026 just around the corner. […]
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August 26, 2025
Published by Rashida Turra on August 26, 2025
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Real Estate and R&D: The Overlooked Tax Goldmine

When most people think of research and experimentation (R&E) or R&D tax deductions, they picture scientists in white coats, tech startups, or pharmaceutical giants. But in […]
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