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 […]
"There are no shortcuts to meaningful, lasting success." —Jim Key After I'd lost 100 pounds, people came out of the woodwork asking me how. How?! How did I lose so much weight? And how on earth was I keeping it off?! The answer was so simple. So straightforward. But not what most folks really wanted […]
The Misleading Appeal of Cost-Cutting We get it. We talk a lot. About many things. But mostly, about margin optimization and expense mitigation. But lately, we've seen a troubling trend leading some organizations down a perilous path. And, it's often due to underpaying employees. We understand. Payroll is likely your business's biggest expense. And, your […]
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 […]
