News & Views

from CFO Alliance

5 Financial Habits of Successful Entrepreneurs

5 Financial Habits of Successful EntrepreneursEntrepreneurs come in all shapes and sizes, but the most successful entrepreneurs have a few key things in common. Not only do they have a passion for serving their loyal customers but they have a fundamental understanding of the finance side of their business. Here are the top 5 financial habits we’ve seen in our most successful entrepreneurial partners.


Don’t Let GAAP Spook You: Why Financial Statements Matter

Dont Let Gaap Spook You RepostIncome statements and balance sheets and cash flow – oh, my!

The three major financial statements required under Generally Accepted Accounting Principles (GAAP) are often enough to evoke sheer terror from even the steeliest entrepreneurs – and it’s no surprise why. GAAP or “accrual basis” financial statements can make-or-break your ability to make educated decisions and plan strategically for your business.


Need more funds to expand your business? Look no further than financial statements to weigh your debts, shareholders’ capital, and other loans you’ve taken to decide which type of financing is optimal. READ MORE

Winning the M&A Game – Case Study

Acquiring a business can be a great way to quickly expand into new product lines and markets. On the other hand, selling a business or merging operations can provide access to valuable capital needed for growth, innovation and profitability. When these two transactions come together seamlessly in a single business deal, everybody wins.READ MORE

Say Hello to Jake Halusic, Vice President of Sales

Jake Halusic

Jake Halusic

Vice President of Sales

We’re growing. Again! Meet our new VP of Sales.


This year, we’re committed to a vision of being nationally known financial leaders. Already, we’ve expanded our market presence, introduced our new Accounting as a Service line and continue to add team leaders. Most recently, we welcomed Jake Halusic as Vice President of Sales, a new position dedicated to developing the sales strategy, leading the sales team, expanding business lines, and finding new ways to generate revenue to support our growth goals and vision.


Jake has an impressive track record of enhancing processes and driving sales that increase a company’s value. Before joining CFO Alliance, he spent six years at TriBridge, where he generated nearly $30M in booked revenue for the firm, increasing its value from $80M to $160M, which it sold for in July 2017.