Kimberly Green
Kimberly's posts
August 17, 2025
How to Pay Yourself as a Business Owner (2025 Guide)
Learn how to pay yourself as a business owner in 2025. Covers salary vs draw, LLCs, S-Corps, sole proprietors...
August 17, 2025
Marketplace Accounting 101: A Founder’s Guide to Clean Books and Investor-Ready Financials
Learn marketplace accounting essentials: software options, cash vs accrual, chart of accounts, sales tax compliance...
Finding the right accountant for your business or personal needs can feel overwhelming. Find a specialized...
August 14, 2025
How to Find a Financial Advisor on Sam's List: A Step-by-Step Guide for Connecting with Qualified Professionals
Finding the right financial advisor can feel overwhelming with so many options available. Find a specialized...
August 13, 2025
Fractional CFOs for E-Commerce Brands: Strategic Financial Leadership Without the Full-Time Cost
Running an e-commerce business means juggling inventory, marketing, customer service, and countless other tasks...
August 13, 2025
Fractional CFOs for Advertising & Marketing Companies: Strategic Financial Leadership for Creative Agencies
Advertising and marketing companies face unique financial challenges that require specialized expertise. Use Sam's...
Tampa commercial real estate broker saves nearly $400K in taxes after $20M+ deal using 4 strategies from Greg at...
Kordis CFO helped a boutique gym raise $750K, slash burn, and fix financial chaos. Learn when and why to hire...
Just received a $2M gift in the U.S.? Here's exactly what to do next: handle potential taxes, structure it wisely, and...
July 19, 2025
Switching from Excel to Construction Accounting Software: What to Know Before You Upgrade
Explore why construction pros are ditching Excel for AP/AR tools, and what to look for when choosing...
Learn what accountants love and dislike about popular accounting software—and how those insights can guide...
July 18, 2025
Controller is being fired..
Learn what to do when your controller leaves unexpectedly—risks, next steps, and how to safeguard your finances...
Learn how CPAs differ from general financial advisors—licensing, services, and when your business needs each...
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