What Is a Fractional CFO and Who Actually Needs One?
April 24, 2026
Here’s something I hear often: “We’re not quite ready for a CFO yet. Maybe next year when we’re bigger.” Meanwhile, the leadership team is making hiring decisions based on gut feel. Pricing is being set without a clear read on margin. A major contract is…
AI Is the Tool. You Are Still the Expert.
March 31, 2026
I’ll say something that may not be popular right now: I’m worried about what AI is doing to our professional instincts. Not because the technology isn’t impressive — it is. Not because there isn’t genuine efficiency to be gained — there absolutely is. I use…
The B Word, Revisited: The Power of Looking Back Before You Leap Forward
February 26, 2026
Not long ago, I shared why at KBS CFO we are intentionally moving away from the “B-word.” Not because the work behind it isn’t essential, but because the language no longer reflects the strategic, forward-thinking role modern financial professionals play. Today, I want to continue…
Planning for Growth Starts with Your Bench
January 28, 2026
January has a way of doing that thing where it makes us reflective and ambitious at the same time. New year, new plans, new goals. And if growth is on your list this year (it often is), I want to talk about something that doesn’t…
Virtual CFO Services: Why More Businesses Are Outsourcing Finance in 2026
December 16, 2025
If you’ve been in business long enough, you start to notice patterns. Decisions people regret. Risks they didn’t see coming. Opportunities they almost missed because they were busy putting out fires. Over the last 30+ years, I’ve worked with hundreds of small and mid-sized businesses…
What General Contractors Should Ask Before Hiring a Fractional CFO
November 25, 2025
In construction, every project is a balancing act between deadlines and budgets, materials and labor, cash flow and client expectations. That’s why choosing the right financial partner isn’t just about accounting, it’s about strategy. If you are a general contractor, a member of a team…
The B Word: Why We’re Retiring “Bookkeeping” for Good
October 27, 2025
At KBS CFO, we’ve always believed that language matters. The way we describe what we do shapes how people perceive our value, our expertise, and our place in the modern business landscape. So today, I’m taking a stance that may raise a few eyebrows: I’m…
5 Reasons to Convince Your College Student to Pursue an Accounting Degree
September 26, 2025
Every fall, I talk to business owners who are struggling to fill one important role: a strong accountant. And every spring, thousands of college students wrestle with the question: What should I major in? If you’re a parent of a college student, or if you’re…
Building a Stronger Distillery with Smart Budgeting and Forecasting
August 21, 2025
Next week, I’ll be heading to San Antonio for the ADI 2025 Craft Spirits Conference & Expo. It is one of the industry’s biggest opportunities to connect, learn, and get inspired by the people who are shaping the future of craft distilling. This year, I’m…