Fractional CFO, Outsourced CFO, Virtual CFO Topics
The Fractional CFO Engagement Model: What You Get and How It Works
One of the most common hesitations founders have before starting a fractional CFO engagement isn’t cost; it’s the unknown. What actually happens in week one? Who has access to what? How long until there’s something tangible to show for it? ...
The Fundraising Moat: How to Defend Your Valuation When Anyone Can Build
AI is making software features faster and cheaper to copy. Founders can defend valuation by building durable advantages in proprietary data, distribution, customer trust, workflow integration, and capital-efficient execution.
Case Study: Preparing a Founder-Owned Business for a $20M Exit
Four decades old, with real revenue and loyal customers. On paper, this looked like a straightforward exit. In practice, it was anything but that. The company was a founder-owned industrial equipment business built around two entities operating as a single...
BI & Analytics Implementation: Turning Scattered Data Into a Single Source of Truth
Most growth-stage companies I work with don’t have a data problem; they have a data location problem. The numbers exist, but they’re scattered across two ERPs, a handful of spreadsheets, a payments processor, and someone’s personal tracking file, and...
The ROI of a Fractional CFO: What the Numbers Actually Show
“Is this too expensive for a company our size?” It’s the question we hear most, and it’s the wrong question. The right question is what it costs you not to have strategic financial guidance when you’re making a pricing decision,...
Confident and Wrong: What a Wine Auction Taught Me About AI’s Analytical Failures
My experimentation with AI for workflows and analysis leads me into some really interesting discussions. The ones I enjoy very much are comparing the "crazy good" and "crazy bad" things that AI can do. Today, I want to talk about...
Why Every Growing Company Needs a Rolling 13-Week Cash Flow Forecast
Most founders come to me thinking about cash flow forecasting only when they're worried about making payroll, paying vendors, or making sure there's enough in the bank to cover next month. Those are legitimate concerns. But they're a small fraction...
LinkedIn Could Learn Something From Reddit
I've been on LinkedIn for years. It's where I network, share content, and stay connected to the CFO and finance community. I'm not going anywhere. But I'll be honest: the feed needs some help. We need more authenticity and less...
Why Family-Owned Businesses Need to Start Thinking Like SaaS Companies
Most family-owned and small businesses operate with a critical blind spot: they are "Cash Rich but Data Poor." The bank account balance dictates their sense of security, often masking deeper financial inefficiencies. They celebrate when cash flow is strong, yet...
What Happens to Your Business in the Two Weeks After Your CFO Leaves
Most founders assume they can absorb a gap in finance leadership. The core operations are running. Transactions are processing. The team is experienced. Nothing looks broken on day one, so the instinct is to take a breath and start the...