Fractional CFO, Outsourced CFO, Virtual CFO Topics
The Fraud Triangle’s Achilles Heel – Engineering Trust Through Systematic Controls
Outright financial fraud in the form of stealing company funds is something that happens. In the news you can find a variety of examples of systemic cash fraud, and, all too often, this occurs in the accounting and finance areas...
When Every Dollar Has a Name on It: Mastering Third-Party Fund Accountability
Table of Contents The $31 Million Documentation Disaster Understanding the Federal Compliance Maze Due Diligence Readiness: The Foundation of Audit Success The Cascade Effect of Poor Documentation Overcoming Financial Challenges Expert Advice and Resources The ProcurementExpress Solution: Compliance by Design...
Strategic Forecasting Part 3: Modeling Staffing and Productivity Curves for Accurate Financial Planning
Table of Contents Intro: Introduction to Financial Forecasting In part one of this series of articles, I discussed “Strategic Financial Forecasting: How Time Tracking Data Transforms Multi-Year Financial Models.” In part two, I focused on “Building a Calendar System that...
Why Tariff Increases Haven’t Shown Up in Inflation—Yet: A CFO’s Real-World Perspective on E-Commerce and Consumer Packaged Goods
Last year, when tariffs were introduced, I wrote a blog article about how they represented a critical kitchen table issue for many small American businesses that have built their business models around contract manufacturing in China and selling through U.S....
The Real Cost of DIY Financial Operations
Table of Contents The Hidden Multiplication of Inexpertise What Founders Mean When They Say “I’ve Got This” How DIY Finance Damage Compounds Over Time for Financial Health Year One Year Two Year Three Year Four What Financial Expertise and Cash...
When Fractional CFO Can Solve Founder Bottlenecks Costing You Growth
Table of Contents The Founder Finance Trap What “Bottleneck” Really Means Delayed Decisions Missed Opportunities Exhausted Leadership Constrained Hiring Evaluating Financial Needs The Full-Time CFO Dilemma How Fractional CFO Services Bridge the Gap What Experienced Fractional CFOs Actually Do Strategic...
Beeper After One Year: The Evolution Continues
Table of Contents From Initial Solution to Indispensable Tool A little over a year ago, I published a blog article titled “From Too Many Messaging Apps to Just One” and discussed my discovery of Beeper, a unified messaging app that...
How Fractional CFOs Use Scenario Planning for Strategic Decisions
**TL;DR:** Most strategic decisions fail not because leaders choose poorly but because they plan for only one future. We’ve found that companies using rigorous scenario planning avoid 80% of the “unexpected” problems that derail growth—not through prediction but through preparation....
The CFO’s Paradox: Managing Risk
Table of Contents Introduction to the CFO Paradox I’ve watched CEOs who built companies from nothing suddenly freeze when faced with decisions that would have been easy calls five years earlier. Success rewrites the rules of risk. When you’re bootstrapping,...
How to Use Our Asset Backed Loans Calculator (And Why It Matters)
Table of Contents Introduction to Asset Based Lending Introduction to Asset Based Lending Why You Need an Asset-Backed Loan Calculator Understanding the Borrowing Base Calculation Industry-Standard Advance Rates Eligible Assets for Loans Eligible Assets for Loans How to Use Our...