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      • Forecast Your Future book
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      • CFO Services for Small Businesses
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    • Financial Intelligence Guide
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      The Financial Intelligence Guide

      • The Financial Intelligence Guide
        • Nov 30 2020
          5 Reasons to be Grateful from a CFO’s Perspective

          5 Reasons to be Grateful from a CFO’s Perspective

          The headlines from the news media are quite depressing. Here are some from the time of this article in late November 2020.
          Category  :  Financial Reports, forecasting, Assess and Adjust, CFO Services, SBA Loan, Scenario Analysis, Fractional CFO
        • Nov 9 2020
          What If Businesses Acted Like a Teenager

          What If Businesses Acted Like a Teenager

          Anyone who has raised a teenager knows they can sometimes be challenging. If you have not raised one, try to remember how you thought and acted at that age. What if the business world acted like a teenager? What would happen? The funny thing is that many of us adults act like this from time to time, so you might find this convicting. I know I did.
          Category  :  planning, Strategy, Budgeting, Business Ownership, Vision, Fractional CFO, Goals
        • Nov 2 2020
          How Much Does Hiring a CFO Cost?

          How Much Does Hiring a CFO Cost?

          When I talk to business owners about Chief Financial Services (CFO), it is common for them to ask me how much CFOs cost? The answer is that it depends.
        • Oct 26 2020
          The Forgotten Profit Center

          The Forgotten Profit Center

          A few years ago, while working as a marketing company Controller, I found myself in a unique situation. I was a revenue generator. Each month, I would find up to $40,000 in missed billing. How could this happen? In a fast-growing company without consistent systems, this can happen quite quickly.
          Category  :  Cash, forecasting, Billing, Expenses, Fractional CFO, Dashboard
        • Oct 16 2020
          Are You “Flying Blind” in Your Business?

          Are You “Flying Blind” in Your Business?

          You have probably heard the expression “Flying Blind,”.  Maybe you have seen it used in the broad context of doing something by guesswork with no instructions. It turns out this phrase dates back to World War II.  When the visibility for pilots gets so bad and they can't see the horizon, they have to rely on instrumentation to guide them through.
          Category  :  forecasting, CFO Services, cash flow, Fractional CFO
        • Oct 5 2020
          The Importance of Mentorship

          The Importance of Mentorship

          A while back, I used to go to McDonald’s to meet with some friends every Saturday morning. I noticed an older man who would be there every time reading his Bible and praying.
          Category  :  Fractional CFO Services, Leadership, Communication, Mentorship
        • Sep 27 2020
          5 Financial Modeling Myths

          5 Financial Modeling Myths

          Do you have a financial forecast model in your business that is updated regularly?
          Category  :  Accounting, Financial Reports, Fractional CFO Services, forecasting, Reach Financial Goals Faster, Uncategorized
        • Sep 21 2020
          How Sellable is Your Company?

          How Sellable is Your Company?

          8 Ways to Make Your Company More Valuable Have you considered selling your business? Or, are you already set on selling?
          Category  :  Revenue, Reach Financial Goals Faster, Profit, Strategy
        • Sep 14 2020
          5 Ways a Fractional CFO Can Help a Marketing Agency

          5 Ways a Fractional CFO Can Help a Marketing Agency

              Do you ever wonder how profitable your clients are? Are you confused with your cash flow? Does it fluctuate a lot, or do you have to use a line of credit regularly?
          Category  :  Cash, Financial Reports, Fractional CFO Services, forecasting, Expenses, Business Ownership, Uncategorized, Consistency
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