Blog
Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
Fractional CFO for Real Estate: How to Grow Smarter in 2026
If you’re running a real estate company in 2026, growth rarely fails because you “don’t work hard enough.” It fails…Fractional CFO for Cybersecurity Companies: How CFOs Drive Growth in 2026
Cybersecurity companies don’t lose momentum because the work isn’t good. They lose momentum because growth creates financial blind spots: hiring…Navigating Payer Mixes: How Healthcare Practices Optimize Profitability in 2025
Your practice saw 20% more patients this quarter, but collections barely moved. The culprit is often hiding in plain sight:…Capital Budgeting for Medical Equipment: Lease or Buy Decision Guide
That $150,000 MRI machine could either accelerate your practice's growth or drain cash you desperately need elsewhere—and the lease versus…Value-Based Care vs. Fee-for-Service: Financial Impact and Key Differences Explained
The shift from fee-for-service to value-based care represents one of the most significant financial decisions a medical practice owner will…HIPAA Compliance in Healthcare Financial Reporting: What CFOs Need to Know
A single HIPAA violation in your accounting department can cost your medical practice up to $1.5 million per year—and that's…How to Reduce Days in AR for Medical Practices in 2025
Cash sitting in accounts receivable is cash you can't use to make payroll, upgrade equipment, or grow your practice. For…How to Value an E-commerce Brand for Exit or Acquisition
You've spent years building your e-commerce brand, and now you're wondering what it's actually worth. The answer isn't as simple…Sales Tax Nexus for E-commerce: What Growing Businesses Need to Know in 2025
You're scaling your e-commerce business, hitting new revenue milestones, and shipping to customers across the country. What you might not…Cash Flow vs. Profit in E-commerce: Surviving the Q4 Inventory Trap
Your Q4 sales report shows record profits, but your bank account is nearly empty. This isn't a bookkeeping error—it's the…Understanding Contribution Margin in E-commerce: Why ROAS Fails as a Profit Metric
Your ad dashboard shows a 5x ROAS, but your bank account tells a different story. That disconnect between reported performance…Managing Multi-Channel Inventory for E-commerce Without Bleeding Cash: A Complete Guide
Managing Multi-Channel Inventory for E-commerce Without Bleeding Cash: A Complete Guide Selling on multiple channels sounds like a growth strategy…Client Concentration Risk: What Marketing Agencies Need to Know
Your largest client just scheduled an unexpected call for Friday afternoon. That knot in your stomach? It's the physical sensation…How to Structure Your Marketing Agency Finance Department for Mid-Market Growth
Most marketing agency owners hit a frustrating ceiling somewhere between $2M and $5M in revenue. The financial systems that worked…Managing Lumpy Cash Flow in Project-Based Marketing Agencies: A Complete Guide
One month your agency bank account looks healthy. The next, you're watching it drain while waiting for three client payments…Utilization Rates vs. Realization Rates: What Marketing Agency Leaders Need to Know in 2025
Your creative team logged 500 billable hours last month, yet somehow the project still lost money. This disconnect between effort…
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.