Fractional CFO, Outsourced CFO, Virtual CFO Topics
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...
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...
Extending Your Startup’s Runway Without Additional Funding.
In the current funding environment, capital efficiency has become a critical success factor for startups at every stage, making it essential to extend your startup’s runway without diluting ownership or taking on debt. The ability to extend runway without diluting...
Fractional CFO for Growing Businesses
July 27, 2025 Accounting, CFO, Controller, Fractional CFOCFO ServicesFractional CFO Services, Roles of a Fractional CFO, As your business scales beyond the startup phase, financial complexity grows exponentially. What once required simple bookkeeping now demands sophisticated financial planning, investor relations,...
How a Financial Model Serves as Your North Star
A financial model roadmap is a helpful rubric for any founder or entrepreneur. Financial models are abstract representations of complex financial realities, simplifying data to facilitate forecasting and decision-making. I’ve witnessed firsthand the transformative power of a sound financial model....
Building a SaaS Scenario Planning Framework
Scenario planning means building multiple versions of your financial forecast showing what happens under different conditions. This article presents a structured impact analysis framework for SaaS scenario planning, providing a comprehensive approach to decision-making and strategic planning, grounded in comprehensive...