--- title: myPocketCFO | myPocketCFO Team description: Perspectives on bookkeeping and cash & capital sourcing --- [![logo](https://blog.mypocketcfo.com/hubfs/Mypocketcfo_August2024/Images/logo.svg "logo")](https://www.mypocketcfo.com/) - Solutions - [Working Capital Financing](https://www.mypocketcfo.com/use-cases/capital-financing) - [1on1 Financial Coaching](https://www.mypocketcfo.com/use-cases/1on1-financial-coaching) - [Invoice and Bill Management](https://www.mypocketcfo.com/use-cases/invoice-and-bill-management) - [Tax Filing](https://www.mypocketcfo.com/use-cases/tax-filing) - Resources - [Blog](https://blog.mypocketcfo.com/) - [Masterclass](https://www.mypocketcfo.com/masterclass) - [eBook | How CPG Founders Can Build Financial Confidence](https://go.mypocketcfo.com/guide-how-cpg-founders-can-build-financial-confidence) - [Partnership](https://www.mypocketcfo.com/partnership) - [Pricing](https://www.mypocketcfo.com/pricing) [Sign in](https://app.mypocketcfo.com/api/auth/login) [Book a demo](https://go.mypocketcfo.com/demo-request) [Sign in](https://app.mypocketcfo.com/api/auth/login) [Book a demo](https://go.mypocketcfo.com/demo-request) ![Background-pattern-Central-Radial](https://blog.mypocketcfo.com/hubfs/Background-pattern-Central-Radial.png) # Perspectives from Thought Leaders myPocketCFO BLOG [Back to Blog](https://blog.mypocketcfo.com) ![Introducing Contextual Commenting: Real-Time Collaboration Built Into Every Number](https://blog.mypocketcfo.com/hs-fs/hubfs/commenting-oai.png?width=360&height=189&name=commenting-oai.png) Jun 12, 2025 ## [Introducing Contextual Commenting: Real-Time Collaboration Built Into Every Number](https://blog.mypocketcfo.com/contextual-commenting-real-time-collaboration) At myPocketCFO, we believe your financial data should do more than just sit on a screen. It should start conversations, trigger insights, and drive decisions, just like a great CFO would. To support this goal, myPocketCFO has contextual commenting and collaboration. These features are now live across your entire myPocketCFO workspace. These new features bring… Read more ![The myPocketCFO Referral Program](https://blog.mypocketcfo.com/hs-fs/hubfs/mypocketcfo-referral-share-orig.png?width=360&height=189&name=mypocketcfo-referral-share-orig.png) Finance Operations May 27, 2025 ## [The myPocketCFO Referral Program](https://blog.mypocketcfo.com/mypocketcfo-referral-program) Give a month. Help another founder grow. Get paid. We’re officially rolling out the new myPocketCFO Referral Program — and we’d love your help spreading the word. If you know a founder who’s feeling stretched on cash flow, juggling messy books, or just wants more clarity around their numbers, send them our way. Here’s how… Read more ![📗 Pocket Notes: P&L Insights, Upcoming Webinar, Product Updates, and More](https://blog.mypocketcfo.com/hs-fs/hubfs/pocket-notes-share-chatgpt-v2.png?width=360&height=189&name=pocket-notes-share-chatgpt-v2.png) Analytics/Insights May 1, 2025 ## [📗 Pocket Notes: P&L Insights, Upcoming Webinar, Product Updates, and More](https://blog.mypocketcfo.com/pocket-notes-may-2025) Your numbers tell a story — if you know how to read them. This month, we’re showing founders how to turn their P&L statements into strategic narratives that go beyond compliance and bookkeeping. Whether you're pitching investors, steering through uncertainty, or just trying to understand what’s really driving your margins, treating your financials as a… Read more ![5 Stories You Can Tell with Your P&L Statement](https://blog.mypocketcfo.com/hs-fs/hubfs/pnl-stories-share.png?width=360&height=189&name=pnl-stories-share.png) Analytics/Insights Apr 23, 2025 ## [5 Stories You Can Tell with Your P&L Statement](https://blog.mypocketcfo.com/5-stories-you-can-tell-with-your-pnl-statement) For many founders, financials feel like a postscript — something to be dealt with at tax time, pulled together for a pitch deck, or handed off to a bookkeeper. But when used correctly, your profit and loss statement (P&L, also referred to as your Income Statement) is more than a summary of revenue and expenses… Read more ![Filing Taxes Late? What Small Business Owners Should Do Now](https://blog.mypocketcfo.com/hs-fs/hubfs/late-tax-filing-share-vF.png?width=360&height=189&name=late-tax-filing-share-vF.png) Taxes Apr 15, 2025 ## [Filing Taxes Late? What Small Business Owners Should Do Now](https://blog.mypocketcfo.com/filing-taxes-late-small-business) Missed the April 15 tax deadline for your business? You’re not alone. Remember: Filing taxes late doesn’t mean you’ve failed. But it does mean it's time to act quickly and strategically. Whether you were buried in day-to-day operations, your books weren’t ready, or it simply slipped through the cracks, it’s fixable. In this guide, we’ll… Read more ![How to Loan My Business Money Safely: A 5-Step Playbook for Main Street Entrepreneurs](https://blog.mypocketcfo.com/hs-fs/hubfs/how-to-loan-my-business-money-share.png?width=360&height=189&name=how-to-loan-my-business-money-share.png) Accounting Apr 10, 2025 ## [How to Loan My Business Money Safely: A 5-Step Playbook for Main Street Entrepreneurs](https://blog.mypocketcfo.com/how-to-loan-my-business-money) Are you wondering “can I loan my business money?” The answer is yes — and you should do it the right way. Whether you're covering startup costs, handling a cash flow gap, or helping your business grow without relying on banks or investors, loaning your business money can be a smart move. But here’s the… Read more ![How to Navigate Tariff Impacts: 5 Strategies for Small Businesses](https://blog.mypocketcfo.com/hs-fs/hubfs/tariffs-share-1.png?width=360&height=189&name=tariffs-share-1.png) Analytics/Insights Apr 4, 2025 ## [How to Navigate Tariff Impacts: 5 Strategies for Small Businesses](https://blog.mypocketcfo.com/navigate-tariff-impact-small-business) The sudden introduction of significant tariffs on imports from many of America's trading partners has the potential to create substantial disruption for small businesses. Tariffs can directly impact profitability, supply chains, pricing strategies, and customer relationships. To effectively respond, business owners in industries like consumer packaged goods (CPG), retail, food & beverage, and services must… Read more ![Introducing myPocketCFO’s AI Copilot: Instant Financial Insights at Your Fingertips](https://blog.mypocketcfo.com/hs-fs/hubfs/copilot-announce-share.png?width=360&height=189&name=copilot-announce-share.png) feature Mar 20, 2025 ## [Introducing myPocketCFO’s AI Copilot: Instant Financial Insights at Your Fingertips](https://blog.mypocketcfo.com/mypocketcfo-ai-copilot-instant-financial-insights) Running a business means constantly juggling financial data, making critical decisions, and staying ahead of key financial trends. But what if you had an AI-powered Copilot ready to provide instant insights whenever you needed them? Today, we’re excited to introduce a powerful new feature in myPocketCFO: direct AI Copilot access available across your financial statements… Read more ![How to Create a Sales Forecast for Multi-Channel CPG Businesses](https://blog.mypocketcfo.com/hs-fs/hubfs/sales-forecast-share.png?width=360&height=189&name=sales-forecast-share.png) Finance Operations CFO Best Practices Mar 17, 2025 ## [How to Create a Sales Forecast for Multi-Channel CPG Businesses](https://blog.mypocketcfo.com/how-to-create-a-sales-forecast) In our experience working with hundreds of entrepreneurs, we've found that an accurate sales forecast can significantly tip the scales toward success for small businesses. In this post, we'll explain the basics of creating a sales forecast tailored specifically for multi-channel CPG businesses with diverse product portfolios. (We'll use an emerging wine business as a… Read more ![Understanding Financial Statements for Small Business: A Complete Guide](https://blog.mypocketcfo.com/hs-fs/hubfs/financial-statements-share.png?width=360&height=189&name=financial-statements-share.png) Analytics/Insights Mar 11, 2025 ## [Understanding Financial Statements for Small Business: A Complete Guide](https://blog.mypocketcfo.com/financial-statements-for-small-business) Financial statements for small business owners are essential tools for evaluating your company's financial health, securing funding, and making informed strategic decisions. There are three primary financial statements every small business owner should understand: Balance Sheet Income Statement (also known as Profit & Loss or P&L) Cash Flow Statement Together, these form what's commonly referred… Read more [1](https://blog.mypocketcfo.com/author/mypocketcfo-team) [2](https://blog.mypocketcfo.com/author/mypocketcfo-team/page/2) [3](https://blog.mypocketcfo.com/author/mypocketcfo-team/page/3) [![f\_logo](https://blog.mypocketcfo.com/hubfs/f_logo.svg "f_logo")](https://www.mypocketcfo.com) Democratising financial access for small and medium businesses. - COMPANY - [About](https://www.mypocketcfo.com/#) - [Contact Us](https://go.mypocketcfo.com/contact-us) - [Support](https://docs.mypocketcfo.com/) - Legal - [Privacy policy](https://www.mypocketcfo.com/privacy-policy) - [End user license agreement](https://www.mypocketcfo.com/eula) © 2026 myPocketCFO. All rights reserved. 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