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 …
How to Run a Monthly Financial Review without Putting People to sleep Read More »
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 …
Run Your Business Like a Pilot: The Power of a Weekly Financial Dashboard Read More »
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, …
Kaizen and Continuous Improvement: A CFO’s Perspective on Lean Efficiency Read More »
As we dive into 2025, small and medium-sized businesses (SMBs) have a world of opportunities and challenges ahead. Focusing on strategies that boost efficiency, profitability, and financial stability is key to staying competitive and driving growth. Here’s a look at some top strategies you can implement to make 2025 your best year yet: 1. Leverage …
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 …
Your Year-End Financial Checklist: Closing Strong and Planning for 2025 Read More »
Finish Strong in Q4 and Set the Stage for Success in 2025 As we approach the end of Q4, it’s crucial for business leaders to prepare for the year ahead. It’s budget season, and this is the perfect opportunity to not only get your financials in order but to take a step back and plan …
Review, Recalibrate, Reframe: Finish Strong and Set the Stage for Success Read More »
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 …
Building a Strong Business: Compensation Plan Lessons from BE 2.0 Read More »
“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 …
7 Ways to Help Your Small Business Perform Better Read More »
As a business leader, do you ever get stressed out over money? If so, you are not alone. In a previous post, I discussed the four pillars of financial success. In this post, I want to make it more personal – to show you how knowing and practicing these pillars can reduce your stress as …
How the Four Pillars of Financial Success Bring Peace Read More »
The old saying “grow or die” is now “scale or die.” I love the Grateful Dead song, “Uncle John’s Band.” There are so many great lyrics … When life looks like easy street, there’s danger at your door … but the lyric that hits me is Woah, oh, what I want to know, where does …