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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

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…

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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…

Two school-aged children with their hands up standing on a stack of books, concept for education

How Government Contractors in Education Can Plan for the Future

May 12, 2022

While government contractors are incredibly diverse, I want to highlight a particular type of government contractor: Childhood education, which has recently been in the news as part of some recent federal legislation. Government contractors in education advance humanity’s progress in this world by providing diverse…

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The Diversity of Government Contractors

May 10, 2022

When we think of government contractors, industries like building, manufacturing, and defense often come to mind. Of course, plenty of government contractors can indeed be found in those industries. Still, through my decades of experience providing CFO services to government contractors, I have discovered that…

Bride and groom kissing in wedding attire

How Small Business Owners 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…

Virtual CFOs on a computer screen

What Is A Virtual CFO And Does My Business Need One?

February 18, 2021

Your Washington D.C.-based business is growing. Customers are buying what you’re selling. You should be ecstatic, but you can’t sleep at night. You feel like the business is out of control. Things should be rosy, but instead, it feels strained. You’re confused by the reports…

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CFOs, CPAs, and Bookkeepers: Getting the Right Kind of Financial Help

February 10, 2021

Below is a recent conversation I had with one of our long-term, entrepreneurial clients: Client: So, one of my friends has just found out that the individual managing the finance and accounting operation for her organization made several pretty significant oversights. She asked me for…

Two businesspeople standing near whiskey barrels

How KBS CFO Helps Distilleries Succeed Financially

September 2, 2020

Did you know that KBS CFO has practice that specializes in working with distilleries? We focus on the success, growth, and sustainability of distillery businesses. To aid in all of those goals, KBS CFO has designed a one-stop solution, addressing the financial and technological elements…

Stacks of coins in a row, concept for cash infusions

3 Ways to Secure Cash Infusions for Small Businesses

July 27, 2020

There is no shortage of advice online about what small businesses need to do to expand or grow their operations during tough economic times. They talk about marketing efforts, restructuring lease agreements and debt, or moving business online. These articles might be all well and…