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Group of stakeholders discussing finances with a chief anticipation officer and a fractional CFO

3 Critical Conversations to Have with A Fractional CFO or CAO

August 30, 2022

When you’ve worked with as many people as I have, you eventually see it all. And alongside the experience cred you gain, you get the wisdom of hindsight. Over the years of working with small businesses to plan their financial future and hit their growth…

1040 Income Tax Form with Woman Holding a Calculator

How to get clients to pay more taxes (and why they should)

February 8, 2022

Not long ago, I was working with a business in Montgomery County that was accustomed to working with a different advisor. It’s always interesting to see how others in my industry operate, and in this situation, I started having thoughts that my mind kept revisiting…

various professionals speaking over video conferencing, concept for digital product delivery

Intentionality in Virtual Work: Clarifying Digital Product Delivery

December 28, 2021

I had the pleasure of speaking at the Digital CPA conference as a co-presenter with Kevin Cumley. Mr. Cumley was recently named one of the top 100 influencers in accounting. At the conference, I talked about the role of the digital CFO to keep clients…

skier in winter jacket pivoting on ski run, concept for change

Pivoting for Change

November 10, 2021

We want to congratulate you. Your business survived the pandemic. You’re still here and still pushing.    We may want things to be how they were pre-Covid, but we’re entirely moving into a new normal. Besides, did things ever really run as smoothly as we remember?…

Bride and groom kissing in wedding attire

How CPAs Do Weddings

October 7, 2021

Recently I pulled off one of the biggest and most important projects of my life. My son got married a few weeks ago to a lovely woman, and we are so happy to welcome her into our family. I ended up organizing much of the…