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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
Marketplace Fee Shock: Ecommerce Unit Economics for Amazon, Walmart, and Shopify (A CFO Breakdown)
Marketplace fees don’t usually “spike” all at once. What spikes is your realization—when the payout hits your bank and the…3PL vs In-House Fulfillment: A CFO Model for Picking the Profitable Option
Most founders pick fulfillment based on pain: “I’m tired of packing boxes” or “3PLs feel expensive.” A CFO picks fulfillment…Inventory Forecasting Under Uncertainty: Safety Stock, Lead Times, and Cash Preservation
If you’ve ever had a “we’re stocked out” week followed by a “why is cash tight” week, you already know…Alternative Fee Arrangements: How CFOs Price Flat Fees Without Losing Margin
Alternative Fee Arrangements (AFAs) sound simple: quote a flat fee, get paid, deliver the work. The problem is that “simple”…Return Rate Is a Margin Killer: The CFO Playbook for Returns, Refunds, and Restocking Costs
Returns don’t just “reduce revenue.” They create a second business inside your business: reverse logistics, customer support, write-offs, and policy…Trust Accounting Audit Readiness: CFO Controls That Prevent IOLTA Violations Before They Happen
Meta Title: Trust Accounting Audit Readiness: Prevent IOLTA RiskMeta Description: Trust accounting audit readiness for law firm owners: CFO-style controls,…Partner Compensation Models: Eat-What-You-Kill vs. Balanced Scorecard (CFO Pros/Cons)
Most partner groups don’t fail because they picked the “wrong” people. They fail because the comp plan quietly trains the…Matter Profitability: How Partners Should Read a Matter P&L (Not Just Hours)
Most partners were taught to manage by hours: billable pace, utilization, realization, and whether the team “stayed busy.” But hours…Law Firm Lockup Explained: WIP, AR, Unbilled Time—and How to Shrink It
If your law firm is “profitable” but cash feels tight, you’re usually not dealing with a revenue problem. You’re dealing…Partner Distributions in Law Firms: Balancing Profit and Strategic Reinvestment
Partner distributions represent the moment when a law firm's financial strategy becomes personal—when abstract profits transform into the income partners…The True Cost of Associate Churn: A CFO’s Guide to Law Firm Retention in 2025
When a third-year associate walks out the door, they take more than their expertise with them—they take roughly $1 million…Essential KPIs Every Law Firm Partner Should Track in 2025
Most law firm partners review their numbers regularly—revenue, bank balance, hours billed, matters opened. The problem is that these metrics…IOLTA Accounts Explained: Essential Compliance Guide for Law Firms
IOLTA compliance trips up more attorneys than almost any other aspect of practice management—and the consequences range from embarrassing audit…Fractional CFO for Marketing Agencies: How to Scale Profitably in 2026
If you run a marketing company, growth usually doesn’t fail because of “marketing.” It fails because the business can’t see…Why Hourly Billing Limits Law Firm Growth (and How Fractional CFOs Solve It)
Your law firm's revenue has a ceiling, and it's measured in hours. No matter how talented your attorneys are or…Fractional CFO for SaaS: How CFO Leadership Drives Growth in 2026
SaaS growth in 2026 isn’t about “more dashboards.” It’s about faster, cleaner decisions in a world where CAC is volatile,…
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