At The William Stanley CFO Group, we’ve completed nearly 30 financial diagnostics over the last two years. Across industries ranging from healthcare to manufacturing, hospitality, and professional services. These diagnostics go beyond just examining spreadsheets—they reveal the stories behind the numbers. And, the story of 2024 was clear: it was a tough year for many […]

Every entrepreneur starts with a vision. But, not every entrepreneur steps up to the plate with the same fire. At The William Stanley CFO Group, we've noticed a themes. Our most successful clients share one defining trait: they’re hungry. They’re not the ones coasting on endless resources. Deep-pocketed investors. Or, an established safety net. They’re […]

A Vertical Income Statement is one of the most insightful financial tools for any business. Unlike traditional income statements, this format shows every expense as a percentage of revenue, allowing you to evaluate operational efficiencies and financial health more effectively. Whether revenue increases or decreases, a Vertical Income Statement helps you identify trends and make […]

Of course. We understand. Growth is every business owner’s dream. But, rapid growth can quickly turn into a financial nightmare if cash flow struggles arise. It’s a common paradox—businesses experiencing success on paper but grappling with liquidity problems in reality. Why does this happen, and how can you fix it? Let’s break it down. The […]

A Break-Even Analysis is one of the most essential tools for any business owner or financial leader. It calculates the point at which total revenue equals total costs, meaning there is neither profit nor loss. Knowing your break-even point allows you to set revenue targets, price products effectively, and make informed financial decisions. In this […]

As 2024 comes to a close, many CEOs are taking stock of their business’s performance while preparing for the challenges and opportunities of a new year. The final weeks of the year offer a unique window to reflect, strategize, and take decisive action to set the stage for a strong start to 2025. These five […]

As fractional CFOs and financial strategists, we’ve had the privilege of working alongside CEOs navigating some of the most transformative moments of their careers. Whether it’s securing funding, scaling operations, or executing high-stakes transactions, we’ve noticed a common thread among the most successful leaders: they’re not afraid to take bold risks. But boldness isn’t recklessness. […]

For many small businesses, bookkeeping is the cornerstone of financial management. It organizes your transactions, keeps your accounts reconciled, and ensures you’re prepared for tax season. It’s a crucial service, and without it, most businesses would struggle to stay afloat. But as your business grows, so do your financial needs. What worked in the early […]

As the year comes to a close, high-growth businesses often reflect on their accomplishments and challenges while preparing for the year ahead. For CEOs, navigating economic uncertainty requires more than just operational efficiency - it demands a resilient financial strategy that positions your company to weather challenges and seize opportunities. Economic downturns can create hurdles […]

In business, every transaction holds the promise of opportunity - new revenue streams, market expansion, or operational efficiencies. But not every deal is meant to be. And sometimes, the best decision you can make as a buyer or seller is to walk away. It might sound crazy, but deals falling apart are more common than […]