If you're under $2M in revenue, you likely don’...
So when do you know when you need a CPA versus needing a CFO? Well, I'm going to start with the latter, because that is a little bit more closer to home. I always tell our startups and those small, medium-sized businesses under, say, $2 million in revenue, chances are you probably don't need a CFO. You can probably fill that gap with a great fractional CFO service, like Plugin, Growth Lab. But when you need to file taxes or you have complicated tax liabilities, tax strategy, you really need a good advisor. And that's where a CPA can definitely jump in and help.
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