Fractional CFO, Outsourced CFO, Virtual CFO Topics
Strategic Forecasting Part 2 – Building a Calendar System That Anchors Multi-Year Models
Table of Contents TL:DR Introduction to Strategic Forecasting Role of Project Managers in Forecasting Incorporating a Calendar Driver for Multi-Year Forecasting The Hidden Costs of Imprecise Calendar Systems How Forecast More Accurately with a Calendar System Start by identifying and...
When Founders Should Stop Managing Their Own Finances: The $5M Revenue Inflection Point
Every founder we meet manages their own finances until the day they realize they shouldn’t. Business owners, not just founders, often face similar challenges when trying to handle company finances without the benefit of strategic financial leadership. That moment of...
Why the AI “Bubble” Won’t Pop As the Internet Bubble Did
So the AI bubble is on everyone’s mind. I don’t have an answer on where that stands. However, I was around during the Internet bubble. In fact, I got out of my Wharton/Penn grad studies in mid-1999 to start my...
The Nine Business Model Templates: Why Industry Expertise Matters Less Than You Think
“`html When I am networking with new business relationships, a frequent question I am asked is whether my firm’s CFO services specialize in any specific industry. As a business nerd with a lot of consulting experience, I think this is...
How Time Tracking Data Transforms Multi-Year Financial Models: Strategic Financial Forecasting Series Part 1
Table of Contents TL:DR In this article, I explore how time data fuels accurate financial forecasts. Whether you’re a seasoned CFO or building out your first forecasts, this series offers practical insights into how time tracking can power better financial...
AI Calendar Management: Streamlining Meeting Scheduling from Booking Links to AI Assistants
Table of Contents TL;DR OneCal.io: The Foundation for Booking Links OneCal.io vs Calendly: The Key Differences Boomerang: The Bridge Solution Boomerang vs OneCal.io for In-Email Scheduling CalendarBridge: The AI Assistant Revolution CalendarBridge vs Clara, Julie Desk, and Other AI Scheduling...
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
Table of Contents TL;DR Why Strategy is the Core of a Fractional CFO’s Role Key Strategic Advantages of a Fractional CFO 1. Aligning Financial Strategy With Business Goals 2. Preparing for Investors, Mergers, and Acquisitions 3. Acting as a Strategic...
4 Hours to a Board Deck: How CFOs Are Using AI to Transform Financial Presentations
Table of Contents TL;DR What is an AI-Powered Finance Function? The AI-Augmented Workflow Phase 0: Foundation and AI Training (Approx. 2 Hours, One-Time Setup) Phase 1: Strategic Analysis and Narrative Development (Approx. 1 Hour) Phase 2: Iterative Refinement and Stakeholder...
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...