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      • Forecast Your Future book
      • Speaking Engagements
    • Services
      • CFO Services for Small Businesses
      • Bookkeeping Services for Small Business
      • CFO Services for Marketing Agencies
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      • How Much Does a CFO Cost?
    • Financial Intelligence Guide
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      The Financial Intelligence Guide

      • The Financial Intelligence Guide
        • Jan 10 2022
          The Impending Cash Crunch

          The Impending Cash Crunch

          Over the last two years, the government has thrown money at small businesses with the Paycheck Protection Plan (PPP), Economic Injury Disaster Loan (EIDL), and Employee Retention Tax Credit (ERTC). Yes, there have been other credits, loans, and payment delays. But, as the government cash dries up, inflation increases and loan payments and social security taxes have to be paid, small businesses could be in for a rough time. 
          Category  :  Cash, Financial Forecasting, Strategic Planning, Fractional CFO
        • Aug 14 2021
          CFO Hacks: How CFOs are Integral to Helping Small Business be Successful

          CFO Hacks: How CFOs are Integral to Helping Small Business be Successful

          Since I started my CFO Services Firm, it seems like small businesses have had to endure challenges like never before. But, in some cases, it has led to new and exciting opportunities.
          Category  :  Fractional CFO Services, forecasting, CFO Services, Expenses, Outsourced CFO, cash flow, Fractional CFO
        • Jan 25 2021
          Top Reports that Marketing Agencies Should Review Regularly

          Top Reports that Marketing Agencies Should Review Regularly

          I have spent nearly 15 years working with Marketing Agencies in various financial roles. I have seen what works and what does not. When an agency reviews specific reports regularly and takes action, they see success and grow profitably.
          Category  :  Financial Reports, Fractional CFO Services, Business Ownership, Fractional CFO, Marketing Agency
        • Jan 4 2021
          A CFO's Perspective of the COVID-19 Relief Bill

          A CFO's Perspective of the COVID-19 Relief Bill

          As you probably know, Congress passed, and President Trump signed a new $900 billion COVID-19 relief bill into law. I wanted to provide a quick recap of what this means for your business from a CFO's perspective. 
          Category  :  Taxes, SBA Loan, Bookkeeping, Fractional CFO
        • 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
        • 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
        • Jul 25 2016
          Work Hard But Work Smart

          Work Hard But Work Smart

          5 Ways to Work Smart How long is a project going to take? What did you work on last week, and how long did it take? What is the hourly rate?
          Category  :  Accounting, Fractional CFO Services, Productivity, CFO Services, Time Management, Fractional CFO, Smart
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        Recent Blog Posts

        • The Impending Cash Crunch
        • CFO Hacks: How CFOs are Integral to Helping Small Business be Successful
        • Are You Losing Your Margins? Part 2
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