Fractional CFO, Outsourced CFO, Virtual CFO Topics
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...
How to Use Our Asset Backed Loans Calculator (And Why It Matters)
Table of ContentsIntroduction to Asset Based LendingIntroduction to Asset Based LendingWhy You Need an Asset-Backed Loan CalculatorUnderstanding the Borrowing Base CalculationIndustry-Standard Advance RatesEligible Assets for LoansEligible Assets for LoansHow to Use Our Advanced Asset-Backed Loan CalculatorStep-by-Step Process:Asset Based Lending ExampleAdvanced...
Strategic Forecasting Part 2 – Building a Calendar System That Anchors Multi-Year Models
Table of ContentsTL:DRIntroduction to Strategic ForecastingRole of Project Managers in ForecastingIncorporating a Calendar Driver for Multi-Year ForecastingThe Hidden Costs of Imprecise Calendar SystemsHow Forecast More Accurately with a Calendar SystemStart by identifying and flagging all relevant holidaysIncorporate planned time off...
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 ContentsTL:DRIn 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 decisions. TL:DR...
AI Calendar Management: Streamlining Meeting Scheduling from Booking Links to AI Assistants
Table of ContentsTL;DROneCal.io: The Foundation for Booking LinksOneCal.io vs Calendly: The Key DifferencesBoomerang: The Bridge SolutionBoomerang vs OneCal.io for In-Email SchedulingCalendarBridge: The AI Assistant RevolutionCalendarBridge vs Clara, Julie Desk, and Other AI Scheduling AssistantsWhat Makes CalendarBridge UniqueWhy CalendarBridge Doesn't Replace...