Articles

Practical notes on business finance, personal wealth, and the realities of running a practice.

What I Actually Do as a Fractional CFO (Month by Month)

What does a fractional CFO actually do month to month? Here's a transparent look at what the engagement looks like from day one through an ongoing retainer.

The Real Cost of Not Having a CFO

The cost of not having a CFO isn't on your P&L. It's in the decisions you make without data, the cash flow surprises, and the strategies you never considered.

The Difference Between a Bookkeeper, a CPA, and a CFO

A bookkeeper tells you what happened. A CPA tells you what you owe. A CFO tells you what to do next. Most businesses have the first two and think they're covered.

What Your Financial Advisor Isn't Telling You

Most financial advisors are compensated by assets under management. They make more money when your money is with them. Here's what that means for the advice you're getting.

Why Every Professional Services Firm Needs a Fractional CFO

Professional services firms face unique financial challenges including long receivables, project-based revenue, and utilization tracking. A fractional CFO solves these without the cost of a full-time hire.

How I'd Evaluate My Own Business Finances (A Self-Assessment)

Here's the exact checklist a CFO would use to assess your business finances. Eight questions that reveal whether you have financial visibility or financial blind spots.

5 Cash Flow Mistakes Law Firms Make (And How to Fix Them)

Law firms can bill millions and still have cash flow problems. Here are the 5 most common cash flow mistakes and how a fractional CFO can fix them.

The Consulting Firm Profitability Metrics That Actually Matter

Most consulting firms track revenue but not profitability. Here are the KPIs that actually determine whether your firm is building wealth or just staying busy.

When Your Agency Outgrows Your Bookkeeper

Your bookkeeper records what happened. But as your agency grows, you need someone who can forecast what is coming and help you make better financial decisions.

What a Fractional CFO Actually Does for an E-Commerce Business

E-commerce businesses face unique financial challenges including inventory cash flow, ad spend timing, and thin margins. Here is what a fractional CFO actually does to fix them.

Financial Metrics Every Shopify Seller Should Track

Most Shopify sellers track revenue and ad spend. But the metrics that actually determine profitability are the ones most sellers ignore.

Financial Red Flags Every Contractor Should Watch

Construction and trades businesses are uniquely vulnerable to cash flow problems. Here are the financial red flags that signal trouble before it is too late.

The 2025 Anomaly: When Traditional Cycles Don't Apply

Understanding market cycles remains critical, now more than ever. While 2025 may be breaking the rules, the cycle framework still provides context for what's happening and why.

Biblical Wealth Principles Most People Miss

The Bible contains more references to money than any other topic, yet most people believe scripture discourages wealth creation. Here are the key principles that challenge conventional religious assumptions about prosperity.

Not All Money Printing is Created Equal

While physical money printing directly increases supply and causes immediate hyperinflation, the US system works fundamentally differently through debt-based creation.