Business Advisory

I remember sitting in my home office at 2 AM, staring at my dashboard with a mix of pride and pure panic. My sales numbers were green. My ad spend looked reasonable. Yet, when I checked my bank account, I was barely scraping by. It felt like I was running on a treadmill that was … Read more

I remember the day I hit my first six-figure revenue month; I was so busy celebrating that I completely missed the glaring red flags in my general ledger. My heart was racing from the thrill of growth, but three months later, it was racing for a very different reason: a formal notice from the IRS. … Read more

I sat there, frozen, staring at a spreadsheet that felt like a financial death warrant. It was 2019, and I was about to offload a small division of my company. I had the “big number” in my head—the one I’d already mentally spent on a vacation home—but my accountant was currently shredding it to pieces. … Read more

I still remember the pit in my stomach that rainy Tuesday night. I was staring at a bank statement, my third cup of cold coffee sitting untouched, and a single $42 payment to a vendor I didn’t recognize staring back at me. It wasn’t the amount that terrified me; it was the realization that I … Read more

I’ll never forget the cold sweat I felt when I realized that Dave—the guy who helped me move my office furniture and never missed a Friday happy hour—had been writing himself extra ‘reimbursement’ checks for six months. I felt like a fool. I had handed him the keys to the kingdom because I thought ‘we’re … Read more

I remember sitting at my kitchen table at 2 AM, staring at a Profit and Loss statement that told me I had earned $15,000 in profit that month. I felt like a champion until I refreshed my bank app and saw a balance of exactly $412. I was confused, angry, and honestly, a little scared. … Read more

I’ll never forget the Tuesday I almost cried over a spreadsheet. My Profit and Loss statement showed a healthy $12,000 profit for the month. Naturally, I celebrated by upgrading our office tech and signing a new lease. Fast forward three weeks: I was scrambling to find cash to pay my vendors because, despite what that … Read more

I remember the exact moment the floor dropped out from under me. It was a cold Tuesday morning, and I was staring at a Notice of Audit from the IRS while my bookkeeper was blissfully unaware, probably still miscategorizing my software subscriptions as office supplies. I realized then that the person I was paying to … Read more