Process Improvement

Monthly reviews

How to Run a Monthly Financial Review without Putting People to sleep

Let’s face it—most business owners and staff don’t look forward to monthly financial reviews. They either dread them, delay them, or delegate them. Why? Because too often, the meeting feels like a confusing spreadsheet parade or a guilt trip over missed targets. But it shouldn’t be that way. A monthly financial review is one of …

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Dashboard

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

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

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

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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Incentives

Building a Strong Business: Compensation Plan Lessons from BE 2.0

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

“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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