Get Practical Tips on Small Business Finance & Tax Strategy

The Power of Knowing Your Numbers

Gretchen Roberts recently joined Craig Dacy from the Therapy Business Podcast to talk about how clean books can transform your therapy practice. 

Spotting Red Flags: 6 Financial and Tax Issues to Explore Before Buying a Business

Richard Pasquantonio and Gretchen Roberts recently joined Mary Ostafi from FractionX for a fireside chat on how to perform financial due diligence when acquiring a business.

5 Red Flags in Couples’ Finances, According to Forensic Accountants

16 Books Every Small Business Owner Should Read

In Simple Numbers, Straight Talk, Big Profits!, Greg Crabtree and Beverly Blair Harzog break down finances for small businesses.

How Do You Ensure Your Personal Values Are Reflected in Your Company’s Operations?

“My primary driver is to create value. What we deliver to clients must be exponentially more than what they are paying us to deliver.

From Contracts to Offshoring: 7 Powerful Gross Margin Growth Levers

From Leads to Loyalty: 16 Powerful Revenue Growth Levers

When it comes to running a business, growing is a balancing act between revenue, profit, and cash flow. In this Growth Levers series, I’ll be breaking down powerful levers that will boost your revenue, profit, and business value.

How to Buy an Existing LLC (Nav.com)

Gretchen Roberts acquired an accounting firm in 2023. “I was fortunate that the books were in very good order and the financials were clear and straightforward,” she says.

Why You need Clean Books & Financial Clarity

Do you need clean books to sustain your business? In this episode, we dive into the essential topic of why maintaining clean books and achieving financial clarity are non-negotiable for the survival and growth of any business.