KBS CFO

Navigating the world of government contracts can feel daunting, especially in the education sector, where the stakes are incredibly high. 📚 As someone who’s worked with countless government contractors over the years, I’m passionate about supporting those who are shaping the future of our children. From early childhood education consulting to providing critical school supplies, government contractors in education make a tangible difference in our communities. But let’s be real, it’s not always as simple as submitting a proposal and landing the deal. The process involves navigating mountains of paperwork, staying compliant with ever-evolving regulations, and making sure that every dollar is accounted for. That’s where strategic, anticipatory financial planning comes into play. As your Fractional CFO, I’m here to make sure you’re not just prepared to bid, but ready to succeed. Whether it’s streamlining your compliance process, quantifying costs accurately, or simply providing peace of mind, I’ve got your back. Are you a contractor in the education space looking to take on new government opportunities? Let’s chat about how we can set your business up for success. Contact us at KBSCFO.com or send us a DM here on LinkedIn. #governmentcontracting #educationdontractors #anticipatoryaccounting #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #clientadvisoryservices #CAS #CAAS #financialplanningandadvisory #anticipatoryadvisory

One thing I’ve seen time and time again is how clear communication can make—or break—a business relationship. As much as we’d love to think that everyone knows what we’re thinking, it simply isn’t the case. And when it comes to working with your Fractional CFO, the same is true. Your Fractional CFO is your financial guide, helping you navigate cash flow issues, identify obstacles, and advocate for your company’s interests. But they can only be as effective as the information you share. They need clear data and open conversations to do their job well. Whether you’re discussing challenges or sharing your business goals, everyone must be transparent and on the same page. At KBS CFO, we take a collaborative approach with our clients, engaging them in meaningful conversations that ensure we have the information we need to help them move their business forward. 🤝Contact us at KBSCFO.com. #ClearCommunication #anticipatoryaccounting #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #clientadvisoryservices #CAS #CAAS #financialplanningandadvisory #anticipatoryadvisory

When most people think of a CPA, they picture someone only interested in numbers, rules, and regulations. But for me, curiosity is key. 🔍 Curiosity keeps me digging deeper, asking more questions, and exploring beyond the surface to truly understand my client’s needs. Being a curious CPA isn’t just about staying sharp, it’s about delivering value, anticipating needs, and finding innovative solutions. If you’re looking for a financial partner who’s not just in the books but always looking for what’s next, let’s talk. 🤝 #curiousCPA #continuouslearning #financialstrategy #CFOservices #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #clientadvisoryservices #CAS #CAAS #financialplanningandadvisory #anticipatoryadvisory

I'm excited to be speaking at CPA.com's 2024 Digital CPA Conference next week alongside Elinor Litwack [MENTION]! She and I are going to dive into the benefits and trade-offs of focusing your practice, including your marketing and messaging, around more narrow and specific industry niches and client types. If you're heading to DCPA 24, join me on Wednesday, Dec 11th at 9:10 AM, live and in person. If not? You can join online! All the info you need to register can be found at the link below. Hope to see you there! https://lnkd.in/eEhahDZ6 #DCPA24 #DigitalCPA #anticipatoryaccounting #fractionalCFO #nichemarkets

Distillery owners, can you confidently tell me the cost of producing your best-selling bottle? If not, you’re missing out on one of the most powerful tools to control your margins and grow your business. The truth is, understanding your Cost of Goods Sold (COGS) goes far beyond just knowing if your distillery is profitable. It’s about becoming a margin master, someone who knows how every dollar impacts your bottom line. Yes, figuring out the cost per bottle can feel overwhelming with fluctuating raw material prices, labor, overhead, packaging, and marketing expenses. But once you break it down, it’s like unveiling a hidden superpower for your business. At KBS CFO, I work with distillery clients to make sense of these numbers so they can make smarter and more strategic decisions. Let’s uncover your real costs together and turn that knowledge into actionable insights. Ready to master your margins? Contact us at KBSCFO.com or send me a DM here on LinkedIn. #distillerybusiness #COGS #masteryourmargins #anticipatoryaccounting #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #KBSCFO

20 years in business? I can hardly believe it. 🎉 When I first started KBS CFO, I had a vision of helping businesses navigate their financial challenges. But what I didn’t realize at the time was just how much I would learn along the way. If there’s one thing these two plus decades have taught me, it’s that business isn’t just about numbers and profit margins—it’s about people, relationships, and resilience. It’s about being able to adapt, pivot, and grow with your clients, even when the road ahead is uncertain. Some of the biggest lessons I’ve learned? 💡 Always listen more than you speak. Clients will tell you what they truly need if you take the time to hear them. 💡 Be prepared for the unexpected. It’s not about predicting the future, but about being ready to respond to whatever comes your way. 💡 And above all, don’t be afraid to take risks. It’s where the growth happens. To all the clients, colleagues, and partners who have been part of this journey—thank you for being here! #anticipatoryaccounting #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #clientadvisoryservices #CAS #CAAS #financialplanningandadvisory #anticipatoryadvisory

I’ve spent decades helping businesses scale, and one of the most common growing pains I see is outgrowing an initial accounting program. 🛠️ If this sounds familiar, I invite you to join me TOMORROW, December 4th, for a free webinar where I’ll be discussing how to recognize when it’s time to upgrade your systems and what steps to take next. Navigating these transitions doesn’t have to be overwhelming. I’ll be sharing tips and strategies that have helped many of my clients make smooth transitions, allowing their financial systems to keep pace with their ambitious goals. 🗓️ Webinar Date: December 4, 2024 🕒 Time: 11am-12pm EST | 8am-9am PST Register at the link below! https://lnkd.in/gx82_-Pn #accountingwebinar #businessgrowth #accountingsolutions #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #dryjanuary #clientadvisoryservices #CAS #CAAS #financialplanningandadvisory #anticipatoryadvisory

Happy Thanksgiving everyone! May the turkey be tasty, the conversation lively, and the company lovely! Cheers to a day filled with fun, family, friends, and thankfulness! #happythanksgiving #gratefulforyou #thankfulforyou

As your business grows, it’s natural to outgrow the systems that once supported you. 📈 On December 4th, I’m hosting a webinar to talk about “Outgrowing Your First Accounting Program.” It’s a topic I’m passionate about because I’ve seen firsthand how the right systems can fuel business growth. We’ll dive into practical strategies on when to make the switch, which tools to consider, and how to streamline your processes for the next phase of growth. I’ve been navigating this journey with clients for years, so I’m excited to share my experiences with you. 🗓️ December 4, 2024 🕒 11am-12pm EST | 8am-9am PST Register for this free webinar at the link below! https://lnkd.in/gx82_-Pn #accountingwebinar #businessgrowth #accountingsolutions #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #apprenticeship #upskill #clientadvisoryservices #CAS #CAAS #financialplanningandadvisory #anticipatoryadvisory

I’m excited to announce that I’ll be hosting a webinar on December 4th: “Outgrowing Your First Accounting Program”. As businesses grow, the systems that once supported them can quickly become limitations. If you’re starting to feel the strain of an accounting system that’s no longer keeping up, you’re not alone—and it’s a great sign of progress! With over 30 years of experience helping businesses streamline their financial systems, I’ll be sharing insights on how to scale your accounting processes to support sustainable growth. If this sounds like a challenge you’re facing, I’d love for you to join me. 🗓️ December 4, 2024 🕒 11am-12pm EST | 8am-9am PST Register at the link below. https://lnkd.in/gx82_-Pn #accountingwebinar #businessgrowth #accountingsolutions #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #clientadvisoryservices #financialplanningandadvisory #anticipatoryadvisory