Fractional CFO, Outsourced CFO, Virtual CFO Topics
Anthropic and Open AI: How Core Values May Be the Difference Maker in the Battle for #1
Focus comes from principles guiding to a vision. Success comes from execution guiding to an opportunity. This depends on teams aligned on core values. Exceptional success relies on focus to create remarkable outcomes. But it does not work the other...
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 ContentsThe $31 Million Documentation DisasterUnderstanding the Federal Compliance MazeDue Diligence Readiness: The Foundation of Audit SuccessThe Cascade Effect of Poor DocumentationOvercoming Financial ChallengesExpert Advice and ResourcesThe ProcurementExpress Solution: Compliance by DesignReal-Time Budget EnforcementThe Audit-Ready AdvantageBeyond Compliance: Strategic Grant...
Strategic Forecasting Part 3: Modeling Staffing and Productivity Curves for Accurate Financial Planning
Table of ContentsIntro:Introduction to Financial ForecastingIn 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 Anchors Multi-Year Models."...
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 ContentsThe Hidden Multiplication of InexpertiseWhat Founders Mean When They Say “I’ve Got This”How DIY Finance Damage Compounds Over Time for Financial HealthYear OneYear TwoYear ThreeYear FourWhat Financial Expertise and Cash Flow Management Actually MeanThe Investor Perspective Founders Rarely...
When Fractional CFO Can Solve Founder Bottlenecks Costing You Growth
Table of ContentsThe Founder Finance TrapWhat “Bottleneck” Really MeansDelayed DecisionsMissed OpportunitiesExhausted LeadershipConstrained HiringEvaluating Financial NeedsThe Full-Time CFO DilemmaHow Fractional CFO Services Bridge the GapWhat Experienced Fractional CFOs Actually DoStrategic Financial PlanningCash Flow ManagementCapital Event PreparationInfrastructure DevelopmentThe Economics That Actually MatterWhy...
Beeper After One Year: The Evolution Continues
Table of ContentsFrom Initial Solution to Indispensable ToolA 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 I use...
How Fractional CFOs Use Scenario Planning for Strategic Decisions
Fractional CFO > How FFractional CFO Use Scenario Planning for Strategic DecisionsDecember 4, 2025Fractional CFOTL;DR: Most major business decisions do not fail because leadership teams are careless or uninformed. They fail because organizations build strategies around a single expected outcome. The...
The CFO’s Paradox: Managing Risk
Fractional CFO > The CFO's Paradox: Managing Risk November 30, 2025 CFO Services, Financial Planning, Fractional CFO Services, Outsourced CFO Services, Roles of a Fractional CFO, Strategic Planning, I’ve watched CEOs who built companies from nothing suddenly freeze when faced with decisions that would have been easy...