Distillery CFO

You eventually see it all when you’ve worked with as many people as I have. Over the years of working with small businesses to plan their financial future and hit their growth goals, I have had clients make decisions that I wish they could have avoided. Let me share a quick story that shows what I mean. A client of mine was stretched super thin. He was wearing lots of hats in his business, and business was good! BUT he was overwhelmed. He contracted with a third-party human resources and admin provider with a hefty price tag only to discover that she didn’t have the specific expertise my client needed. Why do I share this not-so-happy ending story? Because I want you to avoid a similar fate. In today’s ever evolving business world, it’s not enough to simply react to changes—you need a partner who can anticipate them. At KBS CFO, our role goes beyond traditional financial management. As your Fractional CFO and CAO or Chief Anticipation Officer, we’re here to foresee challenges, identify opportunities, and guide our clients business with strategic foresight. We work diligently to make sure our clients' businesses are always prepared for what’s next. Ready to stay ahead of the curve? Discover how our anticipatory approach can support your business’s success by contacting us at KBSCFO.com. https://lnkd.in/eQkRDeJN #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #apprenticeship #upskill #clientadvisoryservices #CAS #CAAS #financialplanningandadvisory #anticipatoryadvisory

If you’re a small to mid-sized business owner you know that hiring a full-time CFO isn’t always feasible. However, that doesn’t mean you have to miss out on what expert financial leadership brings to the table. A Fractional CFO offers the strategic guidance you need—whether it’s improving cash flow, navigating growth, or preparing for the future—at a fraction of the cost. At KBS CFO, we provide tailored financial leadership that helps your business thrive without unnecessary overhead. Ready to elevate your financial strategy? Learn how a Fractional CFO can make a difference for your business by contacting us at KBSCFO.com. #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #apprenticeship #upskill

20 years ago on October 1st 2014, I left the safety of my employer, convinced them to become my very first client, and a new business was formed with me as CEO of KBS CFO. I have spent the last 20 years learning so much, making so many mistakes, making so many gains, supporting and cheering on so many other businesses, watching some of them succeed and some of them ultimately close their doors or not be able to make it all work. It’s been quite a journey and I can’t wait to see what WE do next: not just KBS CFO and our amazing team, but all the partners and vendors that make it all possible for me and of course, the clients that I am honored to guide, grow, and partner with on their own journeys. I’ll share more about what it’s like to be 20 years into being a business owner…the highs, lows, hits, and misses along the way…but for today, I just wanted to acknowledge this milestone, which would not have been possible without all the people who have contributed along the way. THANK YOU for being a part of my team and my success! Here’s to many more!! #20yearbusinessanniversary #businessownermilestone #happy20th #KBSCFO #20years #anticipatoryaccountant #distilleryCFO #CFOfordesignbuilders 

I recently had the opportunity to present at ADI 2024 Baltimore, a craft spirits conference and vendor expo put on by the American Distilling Institute. This was a really fun experience for me, not only because I work with many distillers as a Fractional Distillery CFO, but because I love being around the people, culture, and growth mindsets that are inherent parts of the craft spirits industry. My topic was related to distilleries finding themselves outgrowing their first accounting system. It happens to all successful businesses eventually. In distilling, it can happen fast! This reminded me of another vertical I work with quite a bit as a Fractional CFO and Anticipatory Accountant: design-builders and contractors. They often work with clients who have outgrown their homes and they want changes, as quickly as possible, to keep up with their growing needs. It brought me to this comparison. Outgrowing your first home as a homeowner is pretty similar to outgrowing your first accounting system as a business owner. In my latest blog post, I explain what I mean by that. https://lnkd.in/ezy7_d84 #CraftSpiritsIndustry #BusinessGrowth #AccountingInnovation #anticipatoryaccountant #distilleryCFO #designbuilders #ADI2024Baltimore #AmericanDistillingInstitute

I enjoyed being a guest recently on the Distilled Confidence Podcast, hosted by Alyssa Diver, produced by the American Distillers Institute, the largest global professional association dedicated to craft distilling. https://lnkd.in/eUX8fcfN #ADI #AmericanDistillersInstitute #CAO #fractionalCFO #distilleryCFO

I’ve mentioned before how important it is to me to have a "we" relationship between an accountant and her clients. Unfortunately, the reality is that the accountant/client dynamic sometimes gets into an “us vs. them” mindset—with accountants viewing themselves as the experts and their client’s input as not being relevant to the work at hand. The problem with that? Our clients have SO much to bring to the table…they are an ESSENTIAL component to the “we.” At KBS CFO, we believe in a different approach. We view our relationship with clients as a true partnership—a “we” relationship. This means we don’t just handle the numbers, we act as advisors who are deeply invested in the success of our clients business. We anticipate challenges, look around corners, and work alongside our clients to navigate the complexities of their finances. A “we” relationship means collaborating to achieve our clients goals, sharing insights with each other, and empowering our clients to make informed decisions. It’s about mutual respect, where our expertise meets their vision to create sustainable growth. At KBO CFO we embrace a future where accountants and clients work together as a unified team. Our clients' success is our success. Looking for a partner to help you achieve your business goals with a collaborative approach? Contact us today at KBSCFO.com. #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO

The accounting industry is evolving, and at KBS CFO, we have always embraced (and led!) the change! 🔄 From AI and automation to changing regulations, the future holds exciting opportunities for those of us who are providing anticipatory accounting services AND for our clients. But amidst all this change, one thing remains constant: the need for financial advice and a trusted partnership that is always looking ahead and seeing around corners. Looking to keep your business ahead in our rapidly changing world? Schedule a call at KBSCFO.com. #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #apprenticeship #upskill #clientadvisoryservices #CAS #CAAS #financialplanningandadvisory #anticipatoryadvisory

In the age of AI, there’s no denying the power of technology to transform our businesses. But while AI can analyze data, generate reports, and even predict trends, it cannot sit at the table with you. It can’t understand your vision or offer the kind of partnership that drives real, sustainable growth. True success comes from a collaborative, human-centered approach. While AI tools are a powerful resource in our toolbox, they are just that: tools. The real value lies in the strategic advice, personalized insights, and anticipatory guidance that only a trusted partner can provide. We don’t just manage our clients' numbers, we work alongside our clients to navigate the complexities of their finances, anticipate challenges, and find opportunities. In a world increasingly driven by technology, the human touch remains irreplaceable. Let’s embrace the future together—where innovation meets insight. Where AI complements, rather than replaces the partnership. Looking for a partner who blends technology with human expertise? Let’s connect and explore how we can achieve your business goals together. Contact us today at KBSCFO.com. #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #apprenticeship #upskill

The talent shortage in accounting continues to show up widely in news pieces and conversations with those of us in the accounting and CFO fields. I came across this Forbes article just the other day, which emphasized again, how accountants are having to turn away work and firms cannot seem to get enough qualified talent to meet demand. https://lnkd.in/erQkDFCW At KBS CFO, we’ve tackled this challenge head-on by investing in innovative recruitment strategies and continuous professional development. This has helped us ensure we have a dedicated, skilled team to deliver top-notch services, even in the face of industry-wide shortages. What are you doing at your firm to help close the gap between the ever-growing demand for services and the shrinking pool of talent? Share what's working for you so we may all better serve the needs of our clients. #futurereadyCPA #anticipatoryCFO #anticipatoryCPA #fractionalCFO #apprenticeship #upskill #clientadvisoryservices #anticipatoryadvisory

How are you spending the Labor Day holiday? However you choose to spend the day, I hope it's fun, fulfilling, and focused on taking a little breather before kicking off the 3rd quarter! #falliscoming #gettingfocused #anticipatoryaccountant #laborday2024 #holiday #3rdquarter