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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
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…How a Virtual CFO Can Transform a Stagnant Business
Countless service businesses between $1M and $10M find themselves trapped in stagnation. The problem isn't lack of effort. Small business…10 Financial KPIs Every Founder Must Monitor (According to CFOs)
After reviewing the financials of hundreds of scaling businesses, I noticed a consistent pattern: Founders who track the right financial…The ROI of Hiring a CFO: Is Professional Finance Help Worth It?
You've crossed the million-dollar mark, but somewhere between managing payroll, forecasting cash flow, and trying to make sense of your…CFO or Controller? Who You Need and When
Your business is growing. Revenue is climbing. But your financial function still feels reactive. You're spending time reconciling transactions instead…Inside the Mind of a CFO: How They Tackle Cash Flow, Costs, and Growth
CFOs think differently than every other executive in the room. While others celebrate a 30% revenue growth, a CFO thinks…DIY vs CFO: Why QuickBooks Isn’t a Strategy
The bigger a business grows, the more complex their accounting becomes. Despite this, I often encounter business owners who would…Top 5 Signs Your Business Is Ready for CFO Services
Most business owners think CFO services are for enterprise companies with sprawling departments and eight-figure budgets. That's wrong. By the…
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