You Can Do It All As a CFO partnering with privately held companies for over 20 years, I’ve been asked countless times whether sending...

People-First Leadership The most important responsibility I have in my role as a consultant and CFO is to build trust and reflect...

Increase Leverage with Light Tech It’s not uncommon for me, as a fractional CFO, to inherit a mountain of paper invoices, a patchwork of...

A CFO’s Playbook Growing your finance function is like tuning an engine: each component must align perfectly to deliver peak performance....

As First Professional CFO in a Family-Owned Business Stepping into a multigenerational family enterprise as its first professional CFO is...

Advice for Founder-Led Companies After more than two decades as a privately held, often founder-led company, I've seen a pattern: In...

It's Deal Time! My Favorite Time of Year! Selling all or part of your company is the business world’s version of a high-stakes relay...

What I've Learned from Over 25 Years of Working with Founders In more than two decades as a fractional CFO for privately held companies,...

Why Hiring the Right Controller is Your Most Strategic Decision In my 15 years as a fractional CFO guiding privately held companies...

Operational Excellence as a Strategy: Lessons from the CFO Seat After 15 years of working as a fractional CFO for privately held...