A financial strategy is a comprehensive plan that outlines how a company will achieve its financial objectives and navigate challenges. It goes beyond budgeting and accounting, encompassing a range of elements such as capital structure, risk management, and investment decisions. It serves as a roadmap that aligns financial goals with overall business objectives.

As a Fractional CFO, I've had the privilege of helping businesses streamline their financials and boost profitability. Below are a few common financial myths that can hinder your business's growth, along with tips to effectively manage them.

A CMA is a Certified Management Accountant, internationally accredited through the Institute of Management Accountants. As a CMA, we can explain the story that your financials are telling us and answer questions such as "Why are my margins eroding?", "How much cash do I need on hand?", and "What can I afford to spend on Capital Expenditures?”