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Let’s Talk Exit Strategy: How an Anticipatory Accountant Impacts the Value of Your Business

September 22, 2023

As a Fractional CFO and Anticipatory Accountant, I work with many business owners over long periods of time…from the time they are just getting off the ground until they are ready to step away from their business.  Business owners choose to leave their businesses behind…

Two people of color discussing business financials at a table with tax papers behind them

Virtual CFOs Vs. Other Financial Professions: A Complete Comparison

November 28, 2022

Having a successful company doesn’t seem like it could ever be a bad thing, but a growing company typically comes with new problems that require new – and often expensive – solutions. One of the things you may notice as your business continues to thrive…

Diverse group of business professionals with good communication skills

How to Clearly Communicate with Your CFO

September 30, 2022

I think one of the main issues we have in the world today is poor communication. As simple as it may seem, few people know how to communicate clearly. Frankly, this can cost you a lot in your life, including your business.  How do you…

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

3 Critical Conversations to Have with A Fractional CFO

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…

Two professionals looking at online profiles for accountants and fractional cfo professionals

Does Your Distillery Need a Fractional CFO?

July 7, 2022

Raise your hand if you are a fan of the Breaking Bad spinoff, Better Call Saul? I absolutely love the show for its dark comedy edge and gripping plotlines. One of my favorite episodes is “Bagman” from the fifth season. It is acclaimed for its…