Fractional CFO, Outsourced CFO, Virtual CFO Topics
How Time Tracking Data Transforms Multi-Year Financial Models: Strategic Financial Forecasting Series Part 1
As a fractional CFO, I see many businesses that require time tracking. Utilizing a great time-tracking platform provides excellent data for future forecasting. At our firm, CFO Pro+Analytics, we build sophisticated 3-statement financial forecasts every month (and weekly for cash...
AI Calendar Management: Streamlining Meeting Scheduling from Booking Links to AI Assistants
My next two articles are going to discuss efficiency tools that I use daily. This is a two part series that is going to first discuss how I am handling meeting scheduling through email and the second article will revisit...
Understanding and Using ARPU: A Quick Guide to Average Revenue Per User
Average Revenue per User (ARPU), sometimes called Average Revenue per Customer (ARPC), is an important metric that businesses track, especially in recurring revenue businesses. ARPU originated in the telecom industry as a way to measure the average revenue generated per...
CFO Services for Small Companies: The Strategic Advantage of a Fractional Employee
When I meet business owners, I often hear the same thing: “We keep up with the books, but we still feel blind when making growth decisions.” I understand that feeling — it comes up all the time with our prospects....
4 Hours to a Board Deck: How CFOs Are Using AI to Transform Financial Presentations
For CFOs, the quarterly board presentation represents a significant operational and strategic challenge. Board meetings require clear communication of key metrics such as cash position, revenue growth, and major investments. The process, which commences usually a few weeks before the...
Why More New York Startups Are Turning to Fractional CFOs for Financial Leadership
New York is still the city that never sleeps, and its startup scene shows no signs of slowing down. From fintech to healthtech to consumer apps, founders are building innovative solutions in record time. But as anyone who has launched...
Recurring Revenue: How to Implement a Subscription-Based Model in Your Business
According to Shopify, online subscriptions will be worth $2.3 trillion by 2028. It is one of the most profitable models you can adopt in your business for several reasons, which will be discussed in this article. Subscriptions now play a...
Navigating Venture-Backed Finance: The Critical Role of a Fractional CFO
The journey from pre-seed to Series B is fraught with financial challenges that can make or break even the most promising ventures. As someone who has been on both sides of the table – as both a venture capital investor...
Excel’s Game-Changing COPILOT Function: Why My Previous AI Recommendations Just Changed
TL;DR: Microsoft just launched the revolutionary COPILOT function in Excel, bringing AI directly into spreadsheet cells. This changes everything I recommended in my previous Copilot vs Claude comparison. While Claude still excels for complex Power Query work, Excel’s new COPILOT...
Strategic Financial Leadership: Building Investor-Ready Startups
As the startup ecosystem continues to evolve, one constant remains true: strong financial leadership is a critical differentiator between companies that scale successfully and those that struggle. Having worked with numerous venture-backed startups from pre-seed to Series B stages, I’ve...