CFO Share

Tell us about your business and who your customers are.

CFOShare provides professional financial strategy and accounting to small businesses. Our clients are passionate entrepreneurs who are keen to analyze their financial strengths and weaknesses. They are team-oriented leaders and view us as a member of their team.

How did you get started?

I began my career in small business right out of college. I worked as an accountant for a startup in the RFID space. It was a company of less than 30 full-time employees. From there, I moved more corporate but worked in agriculture helping farmers and ranchers manage their cash flow. Each family or co-op is its own small business run like a small business.

What were some of the biggest hurdles you had to overcome? What has been your biggest accomplishment?

Entrepreneurs are used to rolling up their sleeves and doing the work themselves, accounting included. It can be challenging to explain how reliable, accurate accounting can create clarity and transform into a financial strategy that drives business decisions. I am essentially asking someone to trust our team and hand over the reins. For me, the most significant accomplishment is each time we clean up a client’s books, and that helps them make a major decision, even if it is a difficult one.

What motivates you each day to do what you do?

I've read before that entrepreneurship is the engine of economic development. Those small businesses hire people, teach them new skills, and take chances on a new idea. That one business then touches dozens of others. I love being a part of the economic web of small businesses and innovation.

What are the top 3 tips you can share to inspire other fellow entrepreneurs?

1. You don't know what you don't know. Trust the experts.

2. Delegate. You'll save yourself from burnout, and your team will benefit.

3. Celebrate. Company milestones, individuals and their milestones—celebrate.

Anything you can share about TaxTaker and our work?