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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
How Strategic CFO Services Accelerate Service Business Growth
You're running a $5M service business and someone just asked if you want to hit $10M in the next 18…What Is a Fractional CFO: Complete Guide for 2025
Fractional CFO Meaning and Definition A fractional CFO is a senior finance leader who provides part-time strategic financial leadership to…Scenario Planning for Q4: Protect Cash and Hit Targets
Quarter four is where strategy meets reality. By this stage in the year, sales trajectories are clearer, budgets have been…Why Your Business Has Strong Profitability but Weak Cash Flow
Have you ever found yourself staring at the positive numbers in your financial reports yet still wondering why you’re having…Cost-Cutting Strategies Every Business Needs for Profit Growth
A business that earns well but spends carelessly will always struggle to grow. Revenue alone cannot cover the gaps left…A Comprehensive Pricing Strategy Guide for Small Businesses and Startups
I've worked with hundreds of business owners who struggle with the same fundamental challenge: They know their product or service…The Ultimate Cash Flow Stress Test to Measure Your Financial Strength
Cash flow determines whether a business can stay stable during periods of uncertainty. Strong revenue and healthy margins are important,…7 Smart Ways to Avoid Cash Flow Traps in Business
Cash flow can look simple on the surface, but many business owners discover too late that it’s where the toughest…How to Build a Cash Flow Forecast Like a CFO (Step-by-Step)
A cash flow forecast gives your business a clear view of when money will come in and when expenses will…The CFO’s Guide to Fixing Cash Flow Gaps
Running a successful business means juggling multiple financial priorities, but nothing keeps business owners awake at night quite like cash…5 Smart Ways to Solve Cash Flow Problems Without Selling More
Many think the only solution to cash flow problems is to sell more, but that is not always the answer.…7 Cash Flow Mistakes That Put Your Business at Risk (And How to Fix Them)
Managing cash flow sounds simple, but in reality, it is where many businesses slip up. A few avoidable errors can…Cash Flow or Profit? The Contrarian CFO Take on What Matters Most
When business owners ask me about which matters more between cash flow and profit, I give them the same answer…Will AI Replace CFOs? Why Financial Leadership Needs the Human Touch
Every week, I read another headline about AI in finance transforming how businesses manage their money. These kinds of developments…The Future of Finance: Why CFOs Are Embracing AI and Automation
The financial function is no longer about closing books and filing reports. It's about using technology to drive strategic decisions,…From Financial Confusion to Clarity: A CFO’s 5-Step Roadmap for CEOs
Running a company without clear financial direction is exhausting. Many CEOs know their numbers exist, but few feel confident about…
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