As a boutique fractional CFO firm, we've had the privilege of working closely with a diverse range of clients. Our clients are often surprised, and appreciative, when they realize the breadth of assistance we can offer, beyond traditional financial management. By collaborating with their tax CPA, audit CPA, attorney, or risk partner, we ensure that […]

Breaking up is hard to do. There can be such a negative connotation associated with ending a relationship. Like, the entire endeavor was a failure. When really, it was an opportunity to learn and grow. And, as is usually the case – there isn’t much difference between the personal and business realm. Which leads us […]

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 […]

Over the last twenty years, we’ve had the pleasure of working closely with numerous entrepreneurs and CEOs. And through these experiences, we’ve noticed a common trait among the most successful leaders. Wanna know their secret? They don’t shy away from making tough decisions. Period. These leaders know the crucial role these tough decisions play in […]

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 […]

You're not supposed to have favorites. But, we do. While we enjoy working with each and every single one of our incredible clients, there's something about the Owner Operator Specialist that we just can't get enough of (Too Legit To Quit). Some call them mavericks. We call them magic. They're the entrepreneurs with unparalleled expertise […]

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 […]

Rapid growth is often a sign of success for small to mid-sized businesses, but it also comes with its own set of challenges. One of the most critical aspects of sustaining that growth is maintaining a strong balance sheet. A robust balance sheet not only provides a snapshot of your company’s financial health but also […]

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 […]