Insights for Business Owners

Strategies, Solutions, & Advice to Help Your Business Thrive

Meet James

With a background as a finance manager and Certified Technology Business Management Executive (CTBME) at USAA, James led initiatives that impacted a $2B budget, delivering executive reports, forecast models, and process enhancements that improved decision-making and reduced errors. His ability to tackle complex challenges with both analytical and leadership skills allowed him to optimize performance and guide strategic decisions—expertise he now brings to entrepreneurs as a bookkeeper, helping them propel their business growth.

On this blog, you’ll find articles designed to help you navigate the complexities of running a business, from financial strategies to leadership tips. Whether you’re looking to optimize your processes, improve decision-making, or drive growth, James shares valuable insights drawn from decades of experience in finance and business management.

Latest Insights from the Blog

Here is the most recent article in on our blog. We hope you will read the full article and explore other topics!

Digital garden 1

Knowledge Is a Garden: Why Modernizing Record Keeping Cultivates Your Next Harvest

This African proverb beautifully captures why recordkeeping should be a living, breathing practice in every organization. Picture your historical records as the seeds, your data infrastructure as the fertile soil, and the insights, innovation, and growth you reap as the abundant harvest. In my experience working with century‑old companies, neglecting this “data soil” not only stunts growth but lets processes wither, opportunities slip away, and operational and technical debt pile up.

Articles for the Modern Entrepreneur

Explore thoughtful articles designed to help you navigate the complexities of running a business.

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