Leadership
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 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...
How to Avoid Goal-Setting Mistakes as a Financial Services CEO
Every CEO understands the necessity of goal-setting. After all, you are responsible for establishing the North Star and motivating your team to pursue it. However, as a Fractional CFO, I have worked with small and mid-sized companies in the financial services space...
