BAKER CFO ADVISORY, LLC
  • About Us
  • Services
    • Packages
    • Fractional CFO
    • Accounting Services
    • Consulting
    • Tax Solutions
    • Financing Solutions
  • Resources
    • Blog
    • Events
    • White Papers
  • Contact Us

​Empower Your Financial Journey


ONGOING EDUCATIONAL RESOURCES TO HELP YOU NAVIGATE THE COMPLEXITIES OF BUSINESS FINANCE, ONE STEP AT A TIME.

3 Warning Signs Your Business Isn’t Ready for a Recession

5/13/2025

0 Comments

 
Picture
A recession doesn’t announce itself. It creeps in — through slower sales, tighter credit, or rising costs. By the time it’s obvious, most businesses are already reacting from behind.

At Baker CFO Advisory, we work with businesses across industries, and the pattern is clear: the companies that survive downturns aren’t always the biggest or the fastest-growing. They’re the ones that saw the risks coming and made simple, strategic adjustments before things changed.
​
This article outlines three warning signs that your business might not be as recession-ready as you think — and what you can do to fix them.

Read More
0 Comments

What a $50 Theft and a Hockey Brawl Have in Common

5/12/2025

0 Comments

 
Picture
You’ve probably heard the old joke: “I went to a fight and a hockey game broke out.”
​

Funny—but also surprisingly true. And maybe even more relevant to business than we realize.
In hockey, fighting is more than just tolerated—it’s built into the rhythm of the game. It’s not because players are naturally more aggressive than athletes in other sports. It’s because of the ice.
Hockey is played on a frictionless surface. When tempers flare, it’s physically difficult for teammates or officials to intervene quickly. So when tension builds, it often has nowhere to go but into a brawl.

The ice, in a way, invites it.
​

Read More
0 Comments

How a Healthcare Provider Realigned Strategy After Tax Season

5/9/2025

0 Comments

 
Picture
For medical groups operating across multiple departments or specialties, financial clarity is often elusive. Tax returns may confirm how you did, but they rarely help you understand why. This case study follows how a regional healthcare provider used tax season as a pivot point—turning compliance into a launchpad for smarter planning, physician alignment, and long-term investment strategy.

Read More
0 Comments

From Tax Return to Margin Control: How a Contractor Turned Financial Data Into a Scalable Strategy

5/2/2025

0 Comments

 
Picture
Construction contractors often leave tax season with a completed return—but little clarity on what’s working, what’s costing too much, or how to fund future growth. This case study follows a mid-sized contracting firm that used its tax data as a springboard to rebuild its job costing model, fix equipment debt inefficiencies, and develop a sustainable project pipeline with stronger controls.

Read More
0 Comments

Maximizing Post-Tax Season Planning: How a Dental Practice Aligned Profit Strategy With Clinical Growth

4/28/2025

0 Comments

 
Picture
Dentists often focus on delivering exceptional patient care, but without proactive financial systems, it’s easy for tax season to become a reactive exercise. This case study follows how a multi-location dental practice used their year-end financial data to shift from backward-looking compliance to forward-focused strategy—streamlining costs, rethinking compensation models, and positioning for scalable growth.

Read More
0 Comments
<<Previous

    Archives

    May 2025
    April 2025
    March 2025
    February 2025
    January 2025
    December 2024
    November 2024
    October 2024
    September 2024
    August 2024
    July 2024
    April 2020
    March 2020
    February 2020
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    January 2019
    October 2018
    September 2018
    July 2018
    June 2018
    April 2018
    March 2018
    February 2018
    January 2018

    Categories

    All
    Case Studies: Construction Industry
    Case Studies: Dental Practices
    Case Studies: Healthcare Industry
    Case Studies: Non Profit Organization
    Case Studies: Non-profit Organization
    Case Studies: Professional Services
    Financial Insights
    You Can Know What You Don't Know

  © 2024 Baker CFO Advisory, LLC |  Terms of Service & Privacy Policy | Call us at  (314) 403-7745

  • About Us
  • Services
    • Packages
    • Fractional CFO
    • Accounting Services
    • Consulting
    • Tax Solutions
    • Financing Solutions
  • Resources
    • Blog
    • Events
    • White Papers
  • Contact Us