
Financial Strategy


What is Workplace Culture and Why Every CEO Should Care
When companies hire a fractional CFO, most expect a high-level “accountant-type” who can analyze their financial situation, fix problems, and help them pursue their goals. But what many don’t realize is that a skilled CFO is much like a good doctor. They review your...
How to Read an Income Statement for a Service Company
As a Fractional CFO, I enjoy working with CEOs of service-based companies because they often possess valuable and fascinating industry knowledge. Yet, I have noticed that while these experts may be familiar with financial statements, many don’t know how to use them to...
How to Minimize Inefficiencies in Your Real Estate Business
When I put on my fractional CFO hat to examine the inner workings of a real estate business, I am not looking for mistakes. I’m looking for missed opportunities. After roughly 30 years in this industry, I have noticed that real estate CEOs often grapple with the...
What Is a Revenue Model and Why Does It Matter?
Your company’s revenue model affects every aspect of your business, including growth, scalability, and value. Whether contemplating a change or selecting a model for the first time, thoughtful planning is critical. As a fractional CFO, I have helped many CEOs choose...