Top Priorities for Business Owners in 2025

As we’re early into the new year, it’s a great time for business owners to evaluate their goals, strategies, and finances to ensure a successful 2025. In our conversations with business owners, we’ve noticed that a few key financial areas consistently stand out as top priorities for business owners in 2025. Whether you’re looking to […]

The Cash Flow Management Blueprint for your Skilled Trades and Construction Business

A key component to ensuring the success of any skilled trades/construction company is effectively managing your cash flow. Without it, businesses will struggle to take on additional projects, leverage optimal payment terms, and hinder overall growth. The industry is notorious for its complex financial challenges involving juggling multiple projects, fluctuating costs, and long vendor payment […]

Crush Those Financial Goals with a CFO!

Many of our conversations are with ambitious business owners seeking advice and guidance to help them crush their financials goals. Taking a step back their business might be too small to afford a full-time CFO so they use the services of a more traditional accounting firm or bookkeeper. They have big goals to grow revenue, […]

Building a Finance & Accounting Team for Growth

I was speaking to a growing real estate developer involved in projects across North America. They have a strong leadership team, solid access to capital, and have a steady pipeline of development projects. As they grow a key consideration is building an organization that allows them the scalability and stability to preserve investor confidence and […]

Why would I need a Monthly CFO Service?

As I have conversations with small and medium business owners (SMBs) and families with property portfolios the most common sentiment is they feel their business or portfolio is too small for a CFO. On a monthly basis, their Bookkeeper is paying their bills, collecting rent, and ensuring any employees are getting paid. They might even […]

What is a Real Estate Fractional CFO?

Finalyze specializes in being Trusted CFO Advisors to Real Estate Investment Firms and Developers. We get asked the question a lot, aren’t you just bookkeepers for our business? Couldn’t I just us a mortgage broker or Controller to handle my finances? What about my existing accounting firm or real estate tax accountant? A Real Estate […]

Should I invest in that Real Estate deal?

The below is presented as general advice on real estate investing. Finalyze makes no claims that the below advice will be applicable in every investor’s situation. Please seek professional advice for your specific facts and circumstances before acting on any strategies in the below article. So you want to get involved in real estate investing […]


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