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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.



From the Tools to the Top: How Trades Business Owners Become CEOs (Without Burning Out)
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.


The 90-Day Operating Plan That Trades Business Owners Swear By
Learn how to build a 90-day operating plan that drives focus, cash flow, and growth in your trades business. A step-by-step guide for HVAC, plumbing, and contractor owners ready to scale with clarity.


Financial Clarity for Contractor Business: How to Calculate Your Break-Even Point
Whether you're a plumber, HVAC pro, or run a contractor business, one number can make or break your financial success: your break-even point. Most business owners in the trades don’t know this number offhand, and even fewer use it as a decision-making tool. But once you understand it, it becomes a strategic lever for profitability, pricing, and growth.
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From the Tools to the Top: How Trades Business Owners Become CEOs (Without Burning Out)
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.
2 days ago3 min read


Financial Clarity for Contractors: 3 Red Flags You’re Stuck in Survival Mode
Struggling to stay ahead of payroll and profit margins? Discover 3 red flags you’re stuck in survival mode—and how to gain financial clarity for contractors fast.
Jun 192 min read


The #1 Reason Profitable Businesses Still Struggle to Pay Bills
Revenue ≠ Cash. Many profitable businesses still struggle to pay bills due to timing gaps, AR delays, and over-investment. Learn the cash flow illusion and grab our free Survival Mode Cash Flow Checklist to stay solvent.
May 141 min read


Why Your Houston Business Needs a Fractional CFO
Discover how hiring a Fractional CFO in Houston can transform your business finances—cost-effective, expert financial leadership without the full-time price tag. Learn when to hire, key benefits, and how to find the right CFO for your needs
Apr 252 min read


Strategic CFO Support for 7-Figure Founders: Scaling with Profitability, Cash Flow, and Exit Readiness
Stuck at 7-figures? A fractional CFO unlocks profit, cash flow & exit readiness. Fractional = growth without the full-time cost
Mar 263 min read


Embracing Buffalo Culture: How CEOs Can Lead Through Turbulent Times
Explores how CEOs can adopt Buffalo Culture principles to navigate turbulent times and drive organizational success.
Feb 35 min read


Emerging Business Strategies: Why Fractional CFOs Are the Game-Changers for Startups in 2025
Embark on your entrepreneurial journey, understanding the value of fractional CFOs and how they can drive your startup's success is crucial.
Dec 30, 20245 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


How Fractional Executives can Help Your Company Thrive: Key Facts
The rise of fractional executives and how they help companies thrive. Learn the benefits of bringing these experts on board.
Oct 23, 20246 min read


The Buffalo Culture: Embracing Calculated Risk-Taking for Business Success
Rather than shying away from risk, those who embody this mindset actively seek out opportunities to push the boundaries of the status quo.
Sep 30, 20244 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


Transforming Your Business with Fractional CFO Services
In this comprehensive guide, we'll explore the intricacies of fractional CFO services, delving into the benefits they offer.
Sep 5, 20246 min read


The Advantages of Hiring Fractional CFO Services for Your Business
Hiring a fractional CFO can provide your business with a wealth of benefits. Here are some of the key advantages.
Aug 22, 20246 min read


Merger and Acquisition Process - Inter-company Systematic Solution | Fractional CFO Case Study
This merger aimed to harness synergies and enhance operational efficiencies, but it required a meticulous approach.
Aug 13, 20241 min read


Hiring a Fractional CFO: A Smart Business Move
One effective solution that many businesses are turning to is hiring a fractional CFO.
Aug 9, 20243 min read
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