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If you’re like most small business owners, you’re so busy running your company that the lines between bookkeeper and chief financial officer get blurred. A lot of times that’s because you or one of your people are responsible for both roles. Business leaders often ask me why they need one or the other—or both. My …

I recognize our company is an outlier. Everyone here loves the busyness of January: closing out our clients’ year-end books and getting things ready for tax preparation. (To be clear, we don’t prepare taxes: our CPA friends do. We tidy up the books and make the final adjustments before our clients’ send their QuickBooks files …