Are you ready to engage a Fractional CFO?

Many small business owners engage bookkeepers to handle monthly accounting tasks, or they do this themselves.  As your company grows, you should consider moving beyond basic bookkeeping services to include engaging a Fractional CFO. Executive Summary – What is a...

Employee Retirement Accounts

Big Picture Results Position Paper – Employee Retirement Accounts; Employee Perk / Employer Caution – CalSavers  Many small business owners see employee IRAs as a valuable employee perk. Our position paper will discuss the business landscape in California and...
Succession Planning 101

Succession Planning 101

You’ve built a successful organization and you’re starting to think about next steps. Maybe it’s time to retire or to move on to another adventure. Or perhaps you’re merely trying to be organized in case something unforeseen happens. If you’ve got a family-owned...