Year-End Financial Checklist for $MM Agencies, Startups, & Scale-ups. The end of the year can feel overwhelming for businesses balancing growth with financial housekeeping. Here’s a checklist to simplify year-end tasks and start 2025 with clarity

In today’s startup world, having a solid financial model isn’t just a checkbox item for Demo Day—it’s the foundation for your growth and the key to winning over investors. A strong financial model tells a story about your business, showing that you’re not just throwing spaghetti at the wall but have a real plan to scale, adapt, and succeed. 

Startups - Play the Long Game: Insights from Market Trends

Key Metrics for Agencies and Professional Services

Common Pitfalls and Best Practices in Financial Modeling - Tips for Maintaining an Accurate and Useful Financial Model

Using Financial Models for Decision Making - How to Leverage Your Model for Strategic Planning and Fundraising

Building a Basic Financial Model - Step-by-Step Guide for Creating a Simple Financial Model

Key Components of a Financial Model - Essential Elements Every Model Should Include

Introduction to Financial Modeling: What it is and Why it Matters for Startups and Established Businesses

What do CFO services look like for an agency?

Your project manager needs this, you want this. For agencies, strategic financial management is crucial to navigating growth and ensuring long-term success.

Negative Cash Flow: 6 Things This Company Did Wrong and How to Avoid Them

Ever wondered why some businesses barely stay afloat? Here’s a case of a company that managed to survive, but just barely. Here’s what they did wrong and how you can avoid the same mistakes:

Do you know how to be financially proactive rather than reactive in your business?

For founders of professional service businesses, especially those leading small yet ambitious teams, embracing proactive financial management is crucial. Here's a deeper dive into how you can shift from merely reacting to financial surprises to anticipating and preparing for your future needs:

What is the Pie Theory in Business? Ever caught yourself up at 2 AM, pondering if your business can really afford that new star employee or subcontractor it so urgently needs? Or perhaps you're on your third cup of coffee, awaiting vital financial insights from your CFO or CPA that seem to be forever in coming. If these scenarios hit close to home, you might be facing just the tip of the financial iceberg.

What Does Your Software Stack Have to Do with Your Profitability?

As an experienced accountant leading Verte Consulting, you might wonder why I'm engaging with multimillion-dollar enterprises about their software ecosystem. The heart of my discussion? The pivotal suite of applications shaping your business's backbone.

Tips for Existing and New WorkflowMax Users

WorkflowMax by BlueRock saved WorkflowMax*! Huzzah! The completely updated app launched this month and it's been a whirlwind over there.

Verte Consulting has been implementing and supporting US-based WorkflowMax users since 2013. Here's some tips to help existing users - and new ones alike:

“When do I need an accountant for my professional services business?” This is one of the most commonly asked questions I get.

Deciding whether to outsource accounting, hire a CFO, or bring an accountant on board is a pivotal question many business owners face. The right choice can streamline your financial operations, ensuring you're not just surviving but thriving. Let's dive into the distinct roles of bookkeepers, CPAs/EAs, and CFOs which will help you decide when each is needed.

“Bootstrapping” is when an entrepreneur starts a company with little capital, relying on money other than outside investments. A founder(s) is said to be “bootstrapping” when they attempt to found and build a company from personal finances, or the operating revenues of the new company.

I like to simplify this by saying, “Sell things for more than it costs you to create them (plus business expenses)”.

Many people have heard of the income gap between men and women, but the financial inequality between the genders goes even deeper, to something known as the wealth gap. While the income gap is stark, it pales in comparison to the wealth gap.

I’ve been working with business owners since 2005 on their accounting. I’ve noticed some common mistakes over the years - read on to find out how to avoid doing these.

How To Make the 2022 Tax Season Easier. During tax filing time, a CPA’s sole function is to take your financials, use the numbers to fill out the appropriate tax forms and file it on your behalf. If you are guesstimating, then you might be overpaying or underpaying - you’ll never know.