Outsourced CFO

November 1, 2023
How do I know my business is ready for a (fractional) CFO

How do I know my business is ready for a (fractional) CFO?

Working with my business coach recently who challenged me to reflect on some of the different types of clients I’ve served over the years. He said, “Think about all the clients you’ve helped. Write down a […]
October 3, 2022
Practicing Sound Corporate and Financial Management

Practicing Sound Corporate and Financial Management

“Umm… So… What exactly am I looking at here?” The entrepreneur sat back in my conference room chair and began biting her red pen. Although wildly intelligent (has multiple degrees and is highly respected in her […]
September 2, 2022
(How to Survive) The Great Business Pivot - Blog Post Banner

(How to Survive) The Great Business Pivot

“Where the (bleep) is that person on the org chart?!” The line went quiet. I was waiting for my client to continue as I recognized this question was more of a rhetorical question than one that […]
August 1, 2022
What’s the difference between a CPA and a CFO - Blog Post Banner

What’s the difference between a CPA and a CFO?

“What’s the difference between a CPA and a CFO? And, doesn’t my CFO need to be a CPA?” The more and more I network with other business leaders, other entrepreneurs, and other professionals, the more I […]
May 26, 2022

The Bankruptcy Attorney’s Referral

“I don’t see a way out of it…” The long, silver haired attorney was leaning back in his leather seat. His mahogany wall paneling and Arhaus executive desk were saturated with a long history of “helping” […]
July 13, 2021
The 4 Main Responsibilities of a CFO

The 4 Main Responsibilities of a CFO

I got a fun phone call this week. A contact I’ve been working with for a few years now called me and wanted to see if his client would be a good fit for working with […]