Proxy Financial

05/14/2026

Growth is exciting. It's also when financial clarity matters most. 📊

What worked when you were smaller, a spreadsheet here, a bookkeeper there, starts showing cracks.

Month-end close gets delayed. Reporting feels reactive. You're making big decisions without a full picture. That's not a failure.
That's just the natural tension between scaling operations and the financial structure needed to support them.

A fractional CFO doesn't just fill a seat. They bring financial strategy, accountability, and forward-thinking leadership to your team.

We bring structure to the complexity so you can lead with confidence. If your business is growing and your financial leadership hasn't kept pace, let's talk.

Comment below or DM us.

Call now to connect with business.

05/12/2026

Join us in Hammond this Thursday, May 14 for Navigating Financial Statements with Justin Hanson of Proxy Financial.

Your numbers are talking… but do you know what they’re saying? 👀 Learn how to confidently read your financial statements and use them to make smarter business decisions. Whether you’re preparing for funding, scaling operations, or just trying to better understand your business health, this workshop is built for founders like you.

📍 FREE to attend. Register now:
https://hubs.ly/Q04g8qwb0

05/12/2026

Payroll mistakes don't just cost money. They cost trust.

Missed deadlines, misclassified workers, late deposits. These aren't just accounting errors. They're compliance risks that can trigger penalties and damage relationships with the people who run your business.

At Proxy Financial, we help business owners bring structure and accountability to payroll and financial reporting, so nothing slips through the cracks. Clean books and proper controls aren't just good hygiene. They're what give you the confidence to grow.

If payroll and compliance feel like a weight on your plate, we'd love to talk.

Call now to connect with business.

05/05/2026

🎉 It's Small Business Week!

Supporting small businesses is more important than you can imagine.

When you choose a local business, you're supporting someone's dream. You're keeping money in the community. You're creating jobs for your neighbors.

Small businesses are the backbone of our communities, and we are proud to support them every single day.

This week (and every week), choose local when you can!

05/04/2026

Scaling a business means your back office has to keep up. For one of our clients, that meant managing a surge in invoice volume and a high-traffic AR and AP inbox that needed real structure.

We came in, learned the process, and built the capacity they needed. Hundreds of invoices going out monthly. Hundreds of emails handled daily. Clean books. Clear reporting.

They told us they'd have no hesitations working with Proxy Financial again and have extended our contract. That's the kind of long-term partnership we strive for.

If your small business has outgrown what you have in place, we'd love to talk. 📈

04/24/2026

I don't even know where to start. 🏆

Last week we found out that we had been named Best CPA by Sophisticated Woman Magazine and honestly, I'm a little speechless.

I got into this work because I genuinely love helping people. I love sitting across from the business owner who feels overwhelmed by their finances and watching that stress turn into clarity. I love being the person they can call when things get hard. That's not a job to me. That's a privilege.

So to be recognized for doing something I already feel so lucky to do every day, I'm just incredibly grateful.

Thank you to Sophisticated Woman Magazine for this honor. Thank you to my co-owner, Jacob Londono. To my amazing wife and operations manager, that holds things together. And Thank you to the whole Proxy Financial team who shows up every single day and gives everything they have. And thank you, truly, from the bottom of my heart, to every client who has trusted us with their business.

You are the reason we do this.

accountingbyproxy.com

04/22/2026

Real talk 💬

How many of you are running your business AND trying to figure out the finances at the same time?

You're not alone. And there's actually a solution most small business owners don't know about: the Fractional CFO.

I just dropped a new episode of Beats & Balance Sheets, breaking it all down: what it is, what it costs, and whether YOUR business needs one.

If you're doing $50K–$50M and flying blind on your numbers… this one’s for you. 🎯

Tag a business owner who needs to see this! 👇👇

Proxy Financial- What is a Fractional CFO? | Beats and Balance Sheets

04/20/2026

🎉 We're excited to be presenting at STartUP Northshore's next Northshore Capital Readiness Initiative (NCRI) workshop: Navigating Financial Statements!
Navigating Financial Statements helps entrepreneurs build confidence when applying for capital by understanding the financial documents funders depend on. During this Lunch & Learn, participants will learn how the income statement, balance sheet, and cash flow statement connect and why they matter when funding decisions are on the line.

🗓 Tuesday, April 21, 2026
🕚 11 AM – 1 PM
📍 Palette Northshore — 201 Holiday Blvd, Suite 200, Covington, LA 70433

Spots are limited — secure yours now

https://startupnorthshore.com/events

04/20/2026

The Federal Tariff Refund Portal Is Live — What It Means for Your Business's Financial Strategy

As of today, April 20, 2026, U.S. Customs has officially opened its tariff refund portal following the Supreme Court's ruling that most of the imposed tariffs were unconstitutional. With an estimated $166 billion in refunds owed, this is a major financial event for businesses across the supply chain.

But for many business owners (especially retailers and SMBs) the path to any refund isn't straightforward. Refunds flow to whoever paid the customs bill directly. If your business absorbed higher costs through increased wholesale pricing, you'll need to proactively engage your suppliers and evaluate the downstream impact on your financials.

Key questions every business owner should be asking right now:

🔹 Does this refund affect our supplier pricing going forward?

🔹 How do we account for potential credits in our financial projections?

🔹 What does this mean for our cash flow and working capital strategy?

🔹 Are there tax implications to the refunds our suppliers receive?

This is precisely the kind of moment where fractional CFO-level guidance provides real value. At Proxy Financial, we help growing businesses across the country navigate complex financial developments like this.

If you have questions about how the tariff refund situation may impact your business, we'd love to connect.

📩 Reach us at accountingbyproxy.com | St. Tammany, LA & Charleston, SC

04/17/2026

Being surrounded by so many women entrepreneurs, each one building, leading, creating, and supporting one another, was truly inspiring. The energy, the ideas, and the sense of community were powerful in a way that is hard to fully capture in words.

I am especially grateful that our firm had the opportunity to be a small sponsor of such a meaningful event. It is an honor to support spaces where women are encouraged to grow their businesses and share their voices.

Looking forward to continuing to support this kind of momentum in our community. Congratulations to the Fidelity POWER U 2026 Cohort! 💜

04/15/2026

You're running a real business, wearing 15 hats, doing real revenue, and your finances still feel like a foreign language. That changes today.

I'm Justin Hanson, licensed CPA, CFE, and fractional CFO at Proxy Financial. Welcome to Beats and Balance Sheets, where I break down business finance like a conversation, not a lecture.

In this intro video, I cover:
✅ What a fractional CFO actually does (and whether YOUR business needs one)
✅ Why you can have a great revenue month and still have no cash
✅ Who this channel is for (hint: real entrepreneurs figuring it out as they go)
✅ Why rhythm in your finances = rhythm in your business

Whether you're searching for fractional CFO services in St.Tammany, outsourced CFO help in Charleston SC, or just trying to understand your P&L, you're in the right place.

📍 Serving entrepreneurs in St.Tammany, LA | Charleston, SC | and businesses nationwide

🔔 Subscribe so you don't miss a weekly episode
💬 Drop your biggest financial question in the comments
📞 Ready to talk? Visit us at accountingbyproxy.com

🔍 Topics covered on this channel:
- Fractional CFO services for small businesses
- Cash flow forecasting & management
- Outsourced CFO & controller services
- Bookkeeping cleanup & financial reporting
- Payroll, billing, and accounts receivable
- How to read your P&L and balance sheet
- When (and how) to hire financial help
- FP&A, KPI dashboards, and profit improvement

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