What Got You Here Won’t Get You There – Vendor Edition

August 1, 2025

Your vendor was right for who you were. But are they right for who you’re becoming? In the early stages of building a business, you hire the payroll company that picks up the phone.The insurance broker who was referred by a friend.The CPA who’s affordable and “knows small business.”And for a while, it works. But […]

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Executive Compensation: Getting It Right as You Scale

July 15, 2025

Misaligned comp plans don’t just cost money. They cost momentum, trust, and talent. Over the past few years, our firm has touched nearly 50 companies. Many of them navigating rapid growth, complexity, and leadership transitions. And, at least half have needed a serious look at their executive compensation strategy. Some were overpaying legacy executives with […]

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Financial Clarity and Collaboration: A Guide for Business Owners

June 1, 2025

“Well, Mr. Collins, according to GAAS…” That’s how an auditor tried to shut down a conversation with a client last year. We recognized the intent immediately. His quoting a standard wasn't meant to clarify or add value. Rather, it was a move to end the conversation, keeping questions and input at arm’s length. And in […]

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Swipe Right - The Partnership That Builds Empires

May 23, 2025

Jordan and Pippen. Brady and Gronk. Lasso and Beard. The greatest leaders don’t go it alone. They find the right partner. The kind who understands their rhythm. Finishes their sentences. And, knows when to say, "Not yet." And, in business, that partner is often your CFO. But, not just any CFO. At a certain level, […]

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Why More Headcount Isn’t Always the Answer: Rethinking the Modern Finance Department

May 19, 2025

They walked into the budget meeting with a request for five new positions—and another $450,000 of annual payroll burden. More AP staff. More AR staff. More staff accountants. The justification? The team was "buried" and needed help. But as the conversation unfolded, it became clear that the issue wasn’t bandwidth. It was structure. Process. Systems. […]

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Dealbreakers, Showstoppers, and the Moral High Ground: What Integrity Really Looks Like in Financial Leadership

May 5, 2025

“Have you ever been asked to… do something… wrong?” the new, inexperienced CFO asked. I smiled. “Of course.” Let’s talk about the quiet moments—the ones that don’t make it into highlight reels or polished company updates. Not the public win.Not the press release.Not the successful raise or the high-profile client win. The moments that matter […]

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When the Climb Outpaces the Climber: From Startup to Scale-Up to Steady

April 30, 2025

“He's been here since he graduated. He helped us build this thing. I just don’t understand how we got here.” That’s what the CEO said—quietly, after a long meeting. The executive in question wasn’t just a hire. He was a foundational member of the team. Loyal. Hardworking. Deeply invested. For years, he showed up, figured […]

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You Can't Outrun a Bad Diet: Why Managing Costs Will Make or Break Your Business

April 26, 2025

We’ve all heard it before: you can’t outrun a bad diet. No matter how many spin classes you sweat through, if you’re pounding milkshakes and mozzarella sticks like it's your full-time job, you’re not going to see real progress. And guess what?Business works the same way. Everyone loves to talk about revenue.Revenue feels exciting. It […]

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The Hidden Cost of Hourly Billing: Why We Choose Fixed Price Engagements

April 16, 2025

There are few things that erode trust faster between a business owner and their strategic partner than the dreaded hourly invoice. You know the kind —Surprise charges for vague line items like: "Thought about strategies for cash flow improvement (0.75 hrs)" "Internal discussion on possible client initiatives (1.0 hr)" As a business owner myself, I […]

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Big Revenue Energy: When Big Revenue ≠ Big Success

April 6, 2025

You’ve seen it before. That certain kind of swagger. The over-the-top confidence. The loud declarations of growth: “We’re doing $100 million this year.”“We just signed a $25 million deal.”“We're the fastest-growing in our space.” Let’s call it what it is: Big Revenue Energy. You know the type. A lot of top-line bravado, with very little […]

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