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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
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…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…Confessions of a CFO: 5 Financial Mistakes I See All the Time
I've worked with hundreds of entrepreneurs who've built their companies from nothing to massive success. Yet, I keep seeing the…
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