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Learn from the experience of our Fractional CFOs through articles on relevant topics in the realms of finance, entrepreneurship, and business innovation.



Strategic Financial Planning for CEOs: Why You Must Plan 2026 Now
Discover how CFO-led strategic financial planning helps CEOs anticipate challenges, optimize cash flow, and drive controlled growth in 2026. CEOs who wait for challenges rarely lead sustainably. The difference between companies that thrive in 2026 and those that stall lies in strategic financial planning.


Is a Fractional CFO Worth the Investment for a $1–5M Company?
Is a fractional CFO worth the investment for companies earning between $1 million and $5 million? Discover how part-time financial leadership can help small businesses improve cash flow, budgeting, and growth strategies, without the high cost of a full-time CFO.


How a Fractional CFO Builds a Budget Strategy to Scale, Not Just Survive
Discover how a fractional CFO builds a strategic budget to help scaling companies grow with confidence. Learn proven CFO budgeting methods for smarter cash flow, forecasting, and financial control.
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Strategic Financial Planning for CEOs: Why You Must Plan 2026 Now
Discover how CFO-led strategic financial planning helps CEOs anticipate challenges, optimize cash flow, and drive controlled growth in 2026. CEOs who wait for challenges rarely lead sustainably. The difference between companies that thrive in 2026 and those that stall lies in strategic financial planning.
13 minutes ago2 min read


Still Scrambling Midyear? A Fractional CFO Can Help You Save the Year
A Fractional CFO is a powerful, cost-effective solution for HVAC, plumbing, and construction businesses looking to regain financial control without hiring a full-time executive. In this article, we explore how a Fractional CFO can help trades companies master cash flow, improve job profitability, and create a strategic plan to finish the year strong, no matter how it started.
Jul 312 min read


🛠️ Tired of Doing Everything Yourself? Here’s How to Finally Run Your Trades Business Like a Boss
Stuck doing everything in your trades business? Discover how to transition from technician mode to leadership with this 5-step plan designed specifically for HVAC, plumbing, and contracting business owners.
Jul 173 min read


What is a Fractional CFO? (And How to Know If You Need One)
Wondering what a fractional CFO does and if you need one? Discover how fractional CFO services can help your business grow, improve cash flow, and secure funding. Book a free strategy call today!
Apr 224 min read


10 Signs Your Business Needs a Fractional CFO
Is your business outgrowing basic bookkeeping? Discover the 10 key signs you need a Fractional CFO
Mar 263 min read


Why Today's Strategic CFO Is Your CEO's Most Valuable Ally
Learn specific strategies CFOs use to support their CEOs and how both leaders can maximize the value of their partnership.
Mar 176 min read


The Art of Financial Forecasting: 5 Key KPIs for Business Leaders
This guide explores five essential KPIs every business leader should track to enhance their financial forecasting.
Feb 124 min read


Mastering Cash Management: The Power of 13-Week Cashflow Projections
The 13-week cash flow projection is a detailed forecast that outlines your expected cash inflows and outflows over a three-month period.
Jan 64 min read


5 Habits to Break for Enhanced Financial Growth in 2025
Breaking detrimental financial habits is not merely a choice but a necessity for businesses seeking long-term growth and prosperity.
Dec 30, 20245 min read


Maximizing Employee Engagement During the Holiday Season.
This comprehensive guide presents data-backed strategies that will help you maintain team momentum through the holiday season.
Dec 4, 20247 min read


Effective Year-End Budgeting Strategies to Maximize Your Financial Success
Effective budgeting is essential for achieving financial efficiency and profitability, and it requires a strategic approach that aligns with
Nov 12, 20245 min read


Driving Profitability: Mastering Key Performance Indicators (KPIs) for Financial Success
In the world of business, the effective use of Key Performance Indicators is essential for developing and executing a financial strategy.
Nov 7, 20245 min read


5 Mind-Blowing Facts About Fractional CFOs That Will Transform Your Business
What if you could harness the power of top-tier financial leadership without breaking the bank?
Oct 23, 20242 min read


The CEO's Role in Talent Retention
This article explores practical strategies for fostering employee engagement and loyalty during times of heightened talent mobility.
Oct 18, 20242 min read


Intuitive Leadership: Aligning vision with data-driven insights
Successful CEOs understand that uncertainty is not something to be feared, but rather an invitation to reimagine their strategies.
Sep 30, 20245 min read


Fractional CFOs: Catalysts for SME Acquisitions and Exits in the $5-50M Revenue Range
For SMEs considering mergers, acquisitions, or exit strategies, a fractional CFO can be crucial for guiding your SME through growth phases
Sep 12, 20245 min read


How to Set the Right Pricing for CFO Services for Small Businesses
Understanding the different pricing models available can help you choose the one that best fits your needs and budget.
Sep 4, 20242 min read


Strategies to Master Financial Resilience.
Explore essential strategies that professionals employ to enhance their financial resilience to secure their future.
Jul 18, 20243 min read


Growth Mindset vs Fixed Mindset: Which One Do You Have?
This article aims to shed light on the defining characteristics of both growth and fixed mindsets, illustrating how each one influences us.
Jul 16, 20247 min read


7 Common Blind Spots Small Business CEOs Should Know to Avoid Catastrophe
These blindspots can have a profound impact on a business, leading to poor decision-making, missed opportunities, and even failure.
Oct 3, 20233 min read
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