My Writings


aka Long-form rants

Why I don’t call myself a CFO:

Chief Financial Officer is more than a fancy title. CFOs play a very particular and important role in large businesses. I can help your business, but I’m by no means a true CFO (and I’m not going to lie about it just so I can charge you more).

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End the P&L:

Profit & Loss reports are the small business report. But, maybe they shouldn’t be. Read the pros, cons, and learn the P&L tricks.

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What you need to know before opening an S-corp:

The internet loves touting S-corps as an one-size-fits-all tax savings. But, in reality, they’re very complicated and, in some situations, may end up costing you money. 

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Free worksheets:

Various worksheets I use with clients that I’ve made available for free. Currently, that’s just a Profit & Loss worksheet for side-hustles and consultants, but more to come.

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The Tools I’m Using:

This is all the tech I use to run Resting Business Face (including the newsletter, LinkedIn content, and accounting practice). Feel free to rip it off.

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The Email Library

Updated Whenever I Remember

Make paying invoices easier for your clients

Friction slows things down. That's true in physics, your car's brake pads, and small business cash flow. All those seemingly little annoyances and difficulties clients put up with, while paying your invoices, create friction and opportunities for your clients to pause...

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How to intentionally review financial reports

Financial reports are the bee's knees. They give you a solid, big-picture understanding of all the little financial details and moving pieces in your business. Then, from there, you can start making educated decisions, working on problem areas, and improving your...

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What to do after ranking your clients

This is the third email in a series on ranking clients. Check out the previous issues: How to rank your clients and What you can learn from ranking your clients. If you enjoyed this series, feel free to share it!   You can learn a lot from ranking your clients....

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Writing a mission statement that doesn’t suck

Traditional, structured business plans usually include business descriptions, SWOT analyses, market research, financial projections, and various strategic breakdowns (eg sales strategy, marketing strategy, etc). And, at the veryyy beginning, in the executive summary,...

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Getting more value out of a SWOT analysis

Everyone's first experience with a SWOT analysis is terrible. It's typically your first real exposure to business strategy and you just don't have enough experience in your business yet (because you're a business student, new entrepreneur, new to business...

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What you can learn from ranking your clients

"Rank your clients then fire the bottom-tier ones" is classiccc business advice. And, it's relatively good advice (as far as soundbites go). You shoulddd periodically prune your client list and fire the clients that are causing excessive hardship, stress, and internal...

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You need to do a pre-goal-setting assessment

There's all sorts of goal-setting frameworks and theories (eg SMART criteria, OKRs, BHAGs, OGSMs, etc)*. They're supposed to help get your rough goals & dreams out of your head, onto a piece of paper, and into a standardized structure that makes sense which can...

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Business savings isn’t just for emergencies

Most small business owners don't have an extensive finance background before starting their businesses. You're good at a particular skill (eg, marketing, design, writing, coding, law, whatever), you saw an opportunity to open a business, and you went for it. This...

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How to rank your clients

All clients aren't created equal. Some clients are easier to work with, more profitable, send referrals, or just have more interesting projects than the rest. Then, others are a royal pain, take up too much of your (and your team's) time, drag down profitability, hurt...

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