Angela Roberts, CPA

Did you know that you can engage with an outsourced CFO on a project-by-project basis? That's right—no long-term commitments, just expert financial guidance exactly when your business needs it most. When should you consider a project-based CFO for your restaurant, bar, brewery, or distillery? ➡️ Business Expansion: Planning to scale or open new locations? Get expert financial projections and funding strategies. ➡️ System Upgrades: Implementing new POS or inventory management systems? Ensure they integrate smoothly with your financial operations. ➡️ Seasonal Adjustments: Facing seasonal fluctuations? Optimize your cash flow management for peak and off-peak seasons. ➡️ Crisis Management: Hit a rough patch? A CFO can help navigate financial recovery strategies. ➡️ Exit Strategies: Thinking of selling? Get the insights you need to maximize your business valuation. Utilize a CFO’s expertise to bolster your business's financial health without the overhead of a full-time executive. Whether it's navigating a complex financial landscape, managing growth, or making strategic pivots, an outsourced CFO can provide the expertise you need, right when you need it. Ready to get the expert financial guidance your business needs? Schedule a free consultation with Anne Napolitano Consulting. Let’s make your business financially stronger, one project at a time! https://lnkd.in/d_UZgHsM #OursourcedCFO #FractionalCFO #OutsourcingServices #BusinessFinance #HospitalityIndustry #BusinessConsulting #RestaurantConsulting

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I've often discussed the role of practice leaders with Sarah Johson Dobek, President of Inovautus Consulting. In her conversation with Daniel Hood on the Accounting Today podcast, she is spot on about their role in growth. If you haven't listened to their conversation, check it out today to learn more about the practice leader's critical role in growth. ⬇️ #PracticeLeaders #PracticeLeadersRoleInGrowth #Growth #Governance #TransformationalLeadership #IntersectionOfPerformanceAndCulture

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Are your salaries in line with the DOL’s new rule on #overtime salary thresholds for exempt employees? Time is running out to make adjustments—see what you can do now! #HR #humanresources #overtime

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Interim financial reporting is essential to running a successful business. Monthly, quarterly and midyear reports can provide valuable insight. For example, you might evaluate year-to-date revenue, gross margin and working capital accounts for potential problems and take corrective actions before year end. However, when reviewing these reports, you should recognize their potential shortcomings. They might not be as reliable as year-end financials unless a CPA prepares them or performs agreed-upon procedures on specific accounts. Once your staff generates your business’s midyear financial reports, contact an Axley & Rode advisor to interpret them and for tips to help your business finish the year strong. Read more on our blog https://bit.ly/3V35LOX #axleyrode #trustedadvisor

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Twelve years ago, I was working at a large public accounting firm, grinding through required 60-hour weeks during certain parts of the year. I actually liked the job—working on multiple clients, being around great people, and feeling like our regional leadership genuinely cared. It made the grind tolerable. But even with a good team, I felt like a cog in the corporate machine. No matter how hard we worked, we were just ticking boxes to satisfy regulations. We were doing compliance work, and I didn’t feel like I was making a real difference. Sure, we became experts in accounting, especially financial statement audits for public companies, but expertise in compliance didn’t exactly translate into making an impact for clients. It’s not a dream job—more like something you fall into. And after a while, it leaves a lot to be desired when it comes to personal fulfillment. I realized I wanted to work directly with business owners, the people who really need someone to help them think ahead—to grow, to save, and to plan. I’m still very glad I left the corporate grind behind. Now, with Upside, I help business owners save money on taxes, build better businesses by using numbers to make decisions, and create more wealth. Every strategy we build at Upside helps business owners keep more of what they earn, and that’s a lot more rewarding than checking boxes for compliance.

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Transform Your Business with Expert Financial Planning! 🌟 Join us LIVE on FACEBOOK today at 4 PM PST for the kickoff of our much-awaited series, Transform Your Business with Expert Financial Planning. 📈 Experience firsthand the power of strategic financial planning with stories of remarkable transformations from our clients at The Tax Curative Institute. Join experts DrCozette M White Powell, Tonya Fairley, and Noelle Santos as they unveil the secrets to financial success! 👀 What to Expect??? - In-depth exploration of our financial planning program. - Compelling success stories from our clients who have mastered financial planning. - Interactive Q&A session to address all your queries. Don't miss this chance to elevate your business with proven financial strategies!!! 🔔 Set your reminders and join us LIVE at 4 PM PST! #FinancialPlanning #BusinessSuccess #TransformYourBusiness #FinancialStrategyHub

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As a small business owner, are you aware of the risks associated with payroll management? From tax compliance to data security, the stakes are high. At Payroll Vault, we specialize in mitigating these risks for you. Let's chat about how we can safeguard your business against payroll pitfalls. Drop a '💼' in the comments if you'd like to learn more or click the link to schedule a free risk assessment and payroll checkup! #RiskAwarenessWeek #BusinessProtection #PayrollVault

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