Fractional CFO, Outsourced CFO, Virtual CFO Topics
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...
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...
Understanding the Rule of 78s: A Critical Tool for Recurring Revenue Forecasting
I recently created a series of financial calculators for businesses on my firm’s website. Shortly after I added the rule of 78s calculator, a useful concept I have used for years, I met a SaaS banker who had never heard...
Financial Calculators: An Essential Financial Tool for Business Owners
Informed decisions are key to sustainable growth and profitability. Financial calculators that once required specialized knowledge or expensive software are now accessible through targeted calculators that provide immediate insights. Whether you’re a startup founder, a seasoned entrepreneur, or a business...
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...
Hot take: Understanding Tariffs (Its Impact, and How Businesses Can Adapt)
As a business owner, understanding tariffs is on your mind, as it is on the mind of many. The Art of the Deal by Donald Trump, first published in 1987, provides an insight into President Trump’s philosophies, strategies, and penchant...
The Power of Fractional CFO Services for Small Businesses
The power of fractional CFO services for small businesses enables them to face unprecedented challenges in accessing sophisticated financial leadership. A part-time chief financial officer provides the flexibility and strategic value that startups and small businesses need, allowing them to...
Clarifying the Difference between Accounting and Finance
In this post, I am clarifying the difference between accounting and finance to help business owners and entrepreneurs better navigate the development of these key functions in their emerging businesses. Understanding the distinctions between accounting and finance degrees can also...
Hot Take: What can Business Owners learn from the Honda and Nissan Merger
Merger Overview Honda Motor Co., Ltd. has a rich history of strategic mergers and partnerships that have bolstered its market presence and technological capabilities. One notable example is Honda’s acquisition of a 20% stake in Proton Holdings, a Malaysian automaker,...
Fractional CFO Services in the New York City Area
Complete Guide to Hiring a Fractional CFO Companies of all sizes seek ways to access high-level financial expertise without the substantial commitment of a full-time Chief Financial Officer (CFO). The solution, hiring a Fractional CFO. A Fractional CFO is a...