Dashboard

Run Your Business Like a Pilot: The Power of a Weekly Financial Dashboard

Process Improvement / By

Imagine a pilot only checking the plane’s instruments once a month. Sounds insane, right? Yet that’s exactly how many business owners operate—waiting for monthly financials to tell them what already happened. Successful leaders don’t fly blind. Visionary CEOs and sharp CFOs rely on weekly dashboards to monitor the business in real time, course-correct quickly, and …

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Business Failure

The #1 Reason Why Businesses Fail: It’s Not What You Think

Cash Flow / By

Many believe businesses fail due to poor sales. While revenue is crucial, it’s not the real culprit behind most business failures. The #1 reason businesses fail is cash flow mismanagement. I’ve seen it time and again—businesses with strong sales, expanding customer bases, and solid teams teetering on the brink of bankruptcy. Why? Because they lack …

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Kaizen and Continuous Improvement: A CFO’s Perspective on Lean Efficiency

Process Improvement / By

I’ve been following Mark DeLuzio on LinkedIn for a while. He’s a Lean legend, and as a passionate advocate for Lean myself, I’m always looking for ways to boost efficiency and streamline processes. Mark frequently talks about Kaizen, the practice of continuous improvement, and how essential it is to examine and refine our processes regularly. I completely agree, …

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End of 2024

Your Year-End Financial Checklist: Closing Strong and Planning for 2025

Cash Flow, Process Improvement, Profit! / By

As the year winds down, small and medium-sized businesses (SMBs) are at a pivotal crossroads: it’s time to finish strong while setting the stage for even greater success in 2025. This is your opportunity to assess whether your financial performance hit your goals, tackle any remaining obstacles, and lay out a bold strategy for the …

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cash flow management

If You Water it, It Grows: Cash Flow Management for Small Businesses

Cash Flow / By

I love the saying, “If you water it, it grows. If you ignore it, it dies.” This principle applies to running a business—especially when it comes to managing cash flow. As a fractional CFO, I often remind clients that cash flow is the lifeblood of their business; it needs regular, focused attention to thrive. Recently, …

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Incentives

Building a Strong Business: Compensation Plan Lessons from BE 2.0

Process Improvement / By

I’ve always been a fan of great business books, and lately, I’ve been diving into Jim Collins’ BE 2.0 (Beyond Entrepreneurship). This book is packed with insights, many of which feel especially relevant to the challenges most companies face today. One principle that stood out for me was a key concept from his classic Good …

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growth and success

7 Ways to Help Your Small Business Perform Better

Process Improvement, Strategy and Productivity / By

“What does a fractional CFO do?” I’ve been getting a lot of questions like this lately. It’s prompted me to think about my role and how I help companies. Turns out, it’s a position with multi-faceted responsibilities, but the bottom line is My CFO firm helps small and medium-sized business (SMB) owners perform better. I …

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Celebrate

Being a Winner Doesn’t Have to be a Curse: Take Time To Celebrate

Profit!, Strategy and Productivity / By

During the 2024 Summer Olympics, Nike came out with a commercial focused on how winning is a curse, because you never want it to stop, and you are always striving for more wins. It’s like that in business, too. Businesses are always striving to win at the next thing. Whether it’s increasing profits in the next quarter, …

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