Notion CFO & Advisors

They always say no news is good news, but the best news is hearing from our clients about the positive impact of our work. 🌟 ""I operate a large flight school in downtown KC and have been working with Notion CFO & Advisors for a couple years now. I recommend them to anyone who is in need of experts in the financial space. They are attentive, thorough, and professional. They are always happy to answer my financial questions (and I have a lot!) and are a true pleasure to work with."" - ATD Flight Systems.

At Notion CFO & Advisors, we get how overwhelming tax planning can be. You’re busy running your business and suddenly, tax season is on your doorstep. That’s why we don’t just check in once a year; we’re with you all the way, offering proactive tax projections and strategies to minimize your liabilities. Whether you need us in the 4th quarter or throughout the year, our team of Kansas City CPAs is here for you. We work with businesses nationwide, crafting industry-specific tax planning techniques that not only reduce your liabilities but also boost your bottom line. Ready to take the stress out of tax season? Get started with us today and turn tax time into an opportunity for growth. #TaxPlanning #BusinessGrowth #NotionCFO #FinancialWellness #TaxSeason

Xin Guo, CPA, MBA is at the Intuit Connect Conference. See below for a takeaway from day one! #intuitconnect2024 #CPA #innovation #technology

Wondering if you could be saving more or if your finances are set up for success? We’ve got just the thing for you! Get our free, no-strings-attached financial assessment. Our team will dive into your tax structure, crunch your numbers, and take a close look at your financial processes. We’ll show you where you can save money and how to streamline for efficiency, all benchmarked against the best in the biz. Let’s get your finances in tip-top shape! Head to: https://lnkd.in/gXjKnqrS #NotionCFO #BusinessHealth #FreeAssessment #SaveMoney #BusinessGrowth

Ever dreamed of having your business finances totally dialed in? Let's make it happen with smart budgeting! Imagine steering your business with confidence, knowing exactly where every dollar goes. That's the magic of a good budget. Why should you budget? Track Spending: See where your money's going and make it count. Save for Big Moves: Set aside funds for growth opportunities or unexpected needs. Hit Your Goals: Chart a course to financial success and watch your business thrive. Start simple: What’s coming in? What’s going out? Where can adjustments be made? This basic approach can reveal powerful insights that transform your operations. #BudgetingBasics #BusinessGrowth #NotionCFO

Ever wondered how to keep your business's finances flowing smoothly? Here’s how to get started with cash flow forecasting: 📊 Set your baseline - Dig into past records to understand your typical cash flow patterns. 📝 Track what comes in and goes out - Identify your regular earnings and expenses. Don't forget to account for seasonal changes! 🔮 Predict the future - Apply what you've learned from your history along with current market trends to forecast upcoming financial scenarios. 🔁 Stay updated - Keep refining your forecasts. Adjust as you go by incorporating real-time business results and economic shifts. Regular cash flow forecasting can transform your approach to financial management, helping you plan better and react faster to financial challenges. #FinancialForecasting #CashFlowManagement #BusinessStrategy #FinancialSuccess #NotionCFO

Imagine this: You’re smoothly sailing through business challenges because you predicted them before they even happened. That’s the power of cash flow forecasting. No more panic over unexpected expenses or missed growth opportunities. With a clear view of upcoming cash lows and highs, you're always one step ahead—ready to invest wisely, whether it’s upgrading technology, launching a timely campaign, or stocking up on essentials. Cash flow forecasting is about seizing opportunities to make your money work smarter and keeping your business competitive. Ready to transform your financial strategy and steer your business towards success? Let's make it happen. #CashFlowManagement #SmartInvesting #BusinessGrowth #FinancialSuccess #NotionCFO

If your business is bringing in less than $10M annually, you might be feeling stuck with bookkeeping that doesn't really tell you what you need to know. You're probably wondering if it's time to find a better bookkeeper or maybe even considering something you've heard about recently—a Fractional CFO. What’s really going to make the difference for your business? Insightful financial guidance that helps you grow. Yes, bookkeeping is part of the equation as it lays the groundwork. And a CFO? They can steer the ship, focusing on strategy. But neither on their own is the complete solution. It's about creating a team that delivers real, actionable insights that drive your business forward. You need a finance team that works together to give you the complete picture and the guidance you need to make smart decisions and achieve great things. Looking to build a finance team that turns your financials into a powerhouse of insights and strategy? Reach out to us. Let's talk about putting together the right combination of skills and expertise to help your business thrive! #BusinessGrowth #FinanceTeam #FinancialInsights #NotionCFO

Want to steer your business through uncertainty with confidence? Anticipate market trends, manage resources wisely, and make informed decisions with effective forecasting. Why focus on forecasting? 🔍 Stay proactive: React to market changes with agility. Reduce risks: Identify potential challenges before they impact your operations. Drive growth: Align your strategies with future opportunities. Embrace forecasting to secure your business's future. #BusinessForecasting #StrategicPlanning #NotionCFO

Struggling to balance growth with profitability in your SaaS venture? The Rule of 40 might just be the guideline you need. This simple yet powerful metric sums up your growth rate and profit margin—aim for a total of 40% to signal healthy business performance to investors and stakeholders. 📈 Achieving a Rule of 40 score shows you're not just growing; you're growing smartly and sustainably. Want to dive deeper into how you can optimize your business to meet or exceed the Rule of 40? Check out our latest blog for insights and strategies that can help you fine-tune your operations and financial health: https://lnkd.in/gCS_e_wX #RuleOf40 #SaaS #FinancialHealth #BusinessGrowth #NotionCFO