Blog
Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
The Hidden Value of a CFO: How Strategic Finance Drives Growth
Traditional finance answers "What happened?” It’s limiting, reactive, backward thinking, and can lead to cash flow surprises that kill promising…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…The Ultimate CFO Services Checklist for Scaling Businesses
Sales are up. Headcount's expanding. But your bottom line? It's pulling a disappearing act. Most businesses that have hit the…Fractional CFO vs Full-Time CFO: Which Does Your Business Really Need?
Most business owners ask the wrong question when it comes to financial leadership. They ask, "Can I afford a CFO?",…The SaaS CFO Playbook for 2025: How Finance Drives Growth Without Burning Out Cash
Why SaaS Needs a Different Kind of CFO in 2025 If you run a SaaS company, you already know the…From Raw Data to Actionable Intelligence
How CFOs Are Turning Information into Impact in 2025 In 2025, the game has changed. CFOs aren’t just keeping score…
Understanding Real Revenue in the Profit First Method
In the Profit First system, Real Revenue is your true operating income—the amount left after subtracting the direct costs required…Profit First for Therapists – A CFO’s Review of Julie Herres’ Essential Book
Profit First for Therapists by Julie Herres is one of the clearest financial systems ever written for therapy practice owners. It…What to Look for in a CFO Advisor: Lessons from ProfitCON
Most business owners review reports, not realities. They’ll glance at their P&L. Maybe check the balance sheet. Then go right…The evolving role of the CFO a strategic finance and tax planning perspective
Modern chief financial officers have come a long way from the stereotype of the quiet number cruncher. They are now…Why Every Small Business Needs a Fractional CFO
If you’re a small business owner chasing ambitious goals, you’ve probably faced this moment: you’re making more sales, taking on…Your CFO Role Has Changed Forever Are You Keeping Up
The CFO role is no longer just about numbers. Modern CFOs are strategic leaders, leveraging data and technology to drive…Why 85% of CFOs Are Missing Out on Profit-Boosting Analytics
In today’s business environment, there is one skill that separates the firms that scale confidently from those that stall or…Profit First for S Corps: What Changes and What Stays the Same
By now, you know Profit First is about allocating revenue before it gets spent. But even with the right target…
Cost Segregation: The CFO’s Guide to Real Estate Tax Savings and Cash Flow
The Hidden Cash in Your Real Estate: What Cost Segregation Means for Your Business Does your balance sheet hide untapped…Most Service Businesses Mistake Expansion for Progress
Why Every New Offer Needs Financial Modeling Before Launch Most service businesses think they’re growing when they add new services.…
Get the Clarity
You’ve Been Missing
More revenue shouldn’t mean more stress. Let’s clean up the financials, protect your margin, and build a system that scales with you.