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Fractional CFO

What Does a Fractional CFO Actually Do for Business Owners?

February 4, 2026

Lacy Willis

A Fractional CFO provides high-level financial support in budgeting, forecasting, cash flow management, KPI development, financial reporting, and strategic planning. They help business owners make better decisions—with support that can scale up or down as needs change. A common question business owners ask is: “What does a Fractional CFO actually do for my business? Fill…

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Our Articles

7 Reasons Why Business Owners Should Meet with Their CPA Year-Round (Not Just at Tax Time)

7 Reasons Why Business Owners Should Meet with Their CPA Year-Round (Not Just at Tax Time)

January 23, 2026

It’s tax season. Your inbox is full. Deadlines are looming. You’re gathering documents, signing returns, and hoping everything lines up the way it should. For many business owners, this is the only time they talk to their CPA all year. And while that annual meeting may satisfy a filing requirement, it rarely supports proactive planning,…

What Local Governments Need to Know About GASB’s New Standard (GASB 105) on Subsequent Events

What Local Governments Need to Know About GASB’s New Standard (GASB 105) on Subsequent Events

January 21, 2026

GASB has released a new standard—Statement No. 105, Subsequent Events—and it’s something every local government should have on its radar as year‑end reporting approaches. While governments have long been required to evaluate events that occur after the financial statement date, this new guidance sharpens the definitions, strengthens disclosure expectations, and aims to eliminate inconsistencies that…

Worker Classification in Construction: Contractor or Employee?

Worker Classification in Construction: Contractor or Employee?

January 19, 2026

In the construction industry, using independent contractors is common — in fact, it’s often essential to getting projects done efficiently. But that also means construction businesses face greater scrutiny when it comes to worker classification. And if a worker is incorrectly classified as an independent contractor instead of an employee, the consequences can get expensive…

UPDATED: Key Figures 2025 & 2026

UPDATED: Key Figures 2025 & 2026

January 9, 2026

As we begin the new year, we’re sharing updated tax planning figures for 2025, along with a preview of key considerations for 2026. These updates are designed to help you plan proactively and make informed decisions throughout the year. If you have any questions or would like to discuss how these figures apply to your…

Social Security OBBBA

Is Social Security Now Tax-Free Under the OBBBA? Here’s What You Need to Know

December 18, 2025

If you’ve heard that the One Big Beautiful Bill Act (OBBBA) made Social Security “tax-free,” you’re not alone. Many retirees are asking the same question — and for good reason. While the OBBBA does bring significant tax relief for seniors, it does not automatically make Social Security income tax-free for everyone. Instead, it introduces a…

Your OBBBA Year-End Playbook 2025

Your OBBBA Year-End Playbook 2025

December 9, 2025

Key Takeaways for OBBBA Your 2025 Tax Strategy Window Is Closing Fast With just weeks left in the year, business owners and high-net-worth families are looking at one of the most pivotal year-ends in recent memory. The One Big Beautiful Bill Act (OBBBA) reshaped key areas of the tax code—bringing back full bonus depreciation, expanding…

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