Insights

We will help you see what is actually happening with your money so that you are empowered to make better financial decisions to grow your business.

Meet the Team: Vivek Sharma 

Vivek Sharma has recently joined the Fritz Financial Solutions team, and we are thrilled to have him as our newest staff accountant. Vivek is a detail-oriented and efficient professional who cares deeply about his clients. We are excited for everyone to get to know...

Brazen Fraud and Theft, Part 2 – Phishing and Check Fraud   

We’re continuing our three-part series on brazen fraud and theft. Throughout my career, I’ve discovered fraud and theft to be significantly more common in businesses than we might hope or expect – in fact, it’s a reality that most business owners...

Brazen Fraud and Theft, Part 1 – Cash Crimes 

Over the years, we’ve had the unfortunate experience of discovering that several of our clients were victims of fraud or theft. (Gasp!) This sad but true situation is a reality for most business owners. We are not talking about the dramatic, masked burglar...
Meet the Team: Vivek Sharma 

Meet the Team: Vivek Sharma 

Vivek Sharma has recently joined the Fritz Financial Solutions team, and we are thrilled to have him as our newest staff accountant. Vivek is a detail-oriented and efficient professional who cares deeply about his clients. We are excited for everyone to get to know...

Brazen Fraud and Theft, Part 1 – Cash Crimes 

Brazen Fraud and Theft, Part 1 – Cash Crimes 

Over the years, we've had the unfortunate experience of discovering that several of our clients were victims of fraud or theft. (Gasp!) This sad but true situation is a reality for most business owners. We are not talking about the dramatic, masked burglar scenes from...

Traditional forecasting can be a losing endeavor  

Traditional forecasting can be a losing endeavor  

If you're a business owner, I bet you’ve been told you should be forecasting. This traditional advice suggests that there is a specific model to follow or a manual to use. However, as you and I both know, the reality is that when life gets in the way, your forecasting...

Understanding Financial Accountability  

Understanding Financial Accountability  

"I'm not here to give you the good news."  I say that phrase to clients much more often than you might think. Because I ultimately want to celebrate their business's success with them, I’m there to tell them the actual state of their company's finances and guide...

Trust and Commitment in a Remote Team 

Trust and Commitment in a Remote Team 

A couple of months ago, I made my first overseas trek since 2017 – not for vacation – but to meet with the rest of the Fritz Financial Solutions team of accountants in the Philippines. It was important to me to show these women the time and attention needed to...

Client Spotlight: Andrea Freidman 

Client Spotlight: Andrea Freidman 

As a business owner, one of the most significant challenges to overcome is work-life balance. This dilemma has only been exacerbated over the last several years and forced many "traditional" industries, such as the legal profession, to change their ways. Long before...