

Mastering Month-End Close:
Avoid These 5 Common Pitfalls
For many small businesses and nonprofits, this process drags on without delivering the strategic insights it should. Here, we'll cover five common pitfalls and simple fixes to streamline it.

Unlock Expert Financial Leadership:
The Benefits of a Fractional Controller
For many nonprofits and small businesses in Brazos Valley, a full-time controller feels out of reach—expensive and more than you need day-to-day. But skimping on oversight can lead to messy financials, compliance headaches, and missed growth opportunities. Enter fractional controller services: high-level expertise on a part-time basis, tailored to your scale.

Why Modernizing Your Accounting System Is a Game-Changer for Nonprofits and Small Businesses
When was the last time you took a hard look at your accounting setup? If it's been more than a couple of years, those outdated spreadsheets or clunky legacy software might be quietly draining your time and money. Nonprofits and small businesses often stick with what they know, but that can lead to hours lost on manual tasks, compliance slip-ups, and missed insights. The good news?

KPI Dashboards That Actually Drive Decisions for Mission-Driven Businesses
If you're running a nonprofit or small mission-driven business in the Brazos Valley or Northern Houston area, you know the drill: budgets are tight, donors are watching every dollar, and you've got to prove your impact without drowning in data. That's where KPI dashboards come in - not the fancy ones that look pretty but do nothing, but the kind that actually help you make smart calls, like reallocating funds to high-impact programs or spotting cash flow hiccups early. As a CPA with over 20 years in nonprofits and small business, I've seen how the right setup can turn chaos into clarity, especially in volatile times like 2026 with shifting donor trends and economic squeezes. Let's break this down simply, with tips you can use right away.