
Financial Strategy


3 Tips for Choosing and Implementing Professional Services Software
As a fractional CFO, I have noticed a common challenge among professional services companies. When your people are your product, inefficiencies or management issues related to service delivery become crippling as you grow, resulting in cash flow problems and less...
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...