"A financial diagnostic? What's next? Are you going to ask to balance and rotate my tires?" We get it. It might sound strange. We're talking about your organization's financial position. Its health and wellness. Its strengths and weaknesses. And, its opportunities and obstacles. So maybe the suggestion of a "diagnostic" might sound a bit, I […]

Finding the Right Fit for Your Business Financial management is the backbone of any successful business, ensuring that cash flow is steady, expenses are controlled, and growth is strategically planned. As businesses grow, the complexity of financial management increases, leading to the critical decision of whether to manage finances in-house or to outsource these functions. Both options […]

It happens. From economic recessions to poor-performing product launches, to rising interest rates to changing consumer preferences, and more - it’s not uncommon for even the best businesses to encounter downturns, or to experience poor performance. And, while it may feel challenging in the moment, there are a number of ways to manage a turnaround, successfully remedying […]

CPA. CMA. CFO. In Accounting and Finance, acronyms abound. While these titles may seem interchangeable to some, distinct differences define each role. A common misconception is that all CPAs are Chief Financial Officers (CFOs), and vice versa. However, the reality is more nuanced: some CPAs are CFOs, but not all CPAs hold this esteemed position, […]

In the dynamic realm of Finance, where numbers dance on spreadsheets and strategic moves define success, Accounting often operates behind the scenes, overshadowed by the allure of high-stakes deals and market trends. But beneath Finance's flashy exterior lies the true foundational architect—Accounting. Wait, what?!?! Aren't they just the bean counters? The green visors with no […]

In the dynamic world of small to mid-sized organizations, wearing multiple hats is often a necessity. Many operate with thinly stretched resources, juggling diverse responsibilities to keep the wheels turning. The same can be said for fractional CFO firms like ours, where we have found success—not in the abundance of resources—but in the depth of […]

The Unnoticed Problem "Why didn't he tell us?!?!" our new client asked as we presented their organization's results. They were a well-established enterprise that had successfully weathered multiple storms since inception. But they had just begun to notice margin compression, building slightly over the last few years, resulting in a six-point drop. Identifying the Issue […]

A Culinary Journey Begins Entering culinary school, I was filled with excitement. The love of the food. Of carefully preparing it. And of bringing people joy. It was so simple. So straightforward. And so pure. Climbing the Culinary Ladder After graduation, I entered the real world and began climbing the ladder. Ten years of grinding—prepping, […]

We get it. Revenue and innovative product development are "sexy"—alluring and glamorous. But a well-thought-out cost structure? Not as much. While cost structure management may not be perceived as glamorous, it plays a crucial role in the financial health and sustainability of a business. Here's why it's essential: Financial Stability A well-managed cost structure contributes […]

Strategic Support for Small to Mid-Sized Businesses As small to mid-sized businesses grow, their financial needs become more complex, requiring expertise that goes beyond basic bookkeeping and accounting. Yet, many of these businesses are not ready to commit to a full-time Chief Financial Officer (CFO) due to cost constraints or the specific needs of their […]