Category: Analytics

Tariff Impact: Beyond Headlines to the P&L Reality for Emerging Businesses

Overview The ping-ponging news on tariffs & tariff impact has been very confusing for emerging businesses and clients that I service through my CFO services practice. The international trade commission has found that while steel and aluminum producers may benefit from tariffs imposed by President Trump, the overall economic repercussions could be detrimental, particularly for […]

Navigating ASC 606 in the SaaS World: Strategies for MRR and ARR Recognition

I recently implemented an ASC 606 system in an emerging company that needed to move from cash revenue accounting to accrual revenue accounting. Emerging businesses face this issue when they start raising capital and external parties and investors want to see audits. This whole process gets particularly tricky in situations where there is no contracted […]

The CFO’s Guide to AI Ethics: Navigating the Black Box Problem in Financial Decision-Making

This CFO’s guide to AI attempts to address the “black box” nature of AI systems – where the input and output path isn’t clearly understood. As a fractional CFO working across multiple organizations, I’ve observed a growing concern in the financial sector: the ethical implications of AI-driven decision-making. This presents particular challenges in finance, where […]

What Does a Fractional CFO Do?

CEOs are highly celebrated in the business world, but right underneath the building is the foundation: the Chief Financial Officer (CFO). The fractional chief financial officer (CFO) is responsible for a business’s cash flow, assets, and liabilities and is vital to the business success. In public companies, the CFO and CEO commonly appear together to […]

Financial Transformation Framework: A Fractional CFO Methodology for Independent Sponsor Success

Overview Independent sponsors face a unique challenge: creating institutional-grade value in founder-owned businesses that often lack financial sophistication.  What can be done about it? This briefing lays out the case for how a strategic fractional CFO engagement can rapidly transform these businesses through financial rigor, analytics, and operational excellence. A foundation is created for long-term […]

Navigating Financial KPIs with Fractional CFO Services

Successful companies understand that maximizing resource efficiency goes far beyond basic financial management. As businesses evolve, the need for sophisticated financial leadership has become increasingly critical, yet many organizations aren’t ready for a full-time CFO. This is where fractional CFO services create transformative value. The Evolution of Modern Financial Leadership The role of financial leadership […]

Maximizing Efficiency with a SaaS Fractional CFO

In the book “How an Economy Grows and Why it Crashes,” the author, Peter Schiff, discusses three (3) characters on an island: Charlie, Able, and Baker. The islanders do not have tools and fish every day by hand. Each is only able to catch one fish per day. however, Able had a dream that he […]

Categories