CFO-level perspective on finance technology, automation, and the modern finance function — practical, evergreen writing for finance leaders at growing companies.
August 26, 2026 · 3 min read
If you might ever sell or raise, a buyer's quality-of-earnings analysis will scrutinize numbers you've never had to defend. Here's how to be ready before they look.
Read more
August 10, 2026 · 3 min read
Your biggest customer might be your least profitable. Until you allocate the real costs of serving each one, you're flying blind on the question that matters most.
Read more
July 25, 2026 · 4 min read
The annual budget is obsolete the day it's approved and worshipped for eleven months after. A rolling forecast keeps the plan honest. Here's how to make the switch.
Read moreJuly 10, 2026 · 3 min read
You took the job knowing the finance function was a fixer-upper. Here's how to spend the first 90 days so you're building on solid ground instead of quicksand.
Read moreJuly 5, 2026 · 4 min read
An honest comparison of consolidating multiple QuickBooks companies in a spreadsheet vs software: where each works, where it breaks, and when to switch.
Read moreJuly 4, 2026 · 4 min read
Groups lose sight of cash the moment they add entities. How to get a current, intercompany-adjusted consolidated cash position across every QuickBooks company.
Read moreJuly 3, 2026 · 5 min read
Intercompany eliminations are where multi-entity consolidation breaks. What they are, why they hurt in QuickBooks, and how to stop hunting them at close.
Read moreJuly 2, 2026 · 5 min read
How to combine several QuickBooks Online companies into one group balance sheet and P&L: chart mapping, intercompany eliminations, currency, and when to switch.
Read moreJuly 2, 2026 · 10 min read
Spreadsheet consolidation breaks with every intercompany entry and FX change. A shared data spine makes multi-entity roll-ups continuous and trustworthy.
Read moreJuly 1, 2026 · 5 min read
QuickBooks Online runs one company's books but won't combine entities into group financials. What consolidation software does, when you need it, how to choose.
Read moreJune 29, 2026 · 9 min read
A faster month-end close isn't about working later. Treat the close as a system on shared data and cut days without sacrificing accuracy or controls.
Read moreJune 26, 2026 · 10 min read
Budget variance found at month-end is a post-mortem. On a connected ledger, variance becomes a real-time signal you can act on while it still matters.
Read moreJune 25, 2026 · 3 min read
The 60-slide board package buries the three things the board needs to know. Here's how to build a deck that drives decisions instead of documenting your effort.
Read moreJune 23, 2026 · 9 min read
AR aging tells you what's late, not when cash lands. See how connected collections turn receivables into forecastable, reliable cash inflows.
Read moreJune 20, 2026 · 9 min read
Most AP automation just speeds up data entry. Real AP control is approval workflows and payment timing that protect cash and close the books faster.
Read moreJune 17, 2026 · 12 min read
Covenant monitoring shouldn't be a quarterly surprise. Build a live early-warning system so you renegotiate from strength instead of scrambling after a breach.
Read moreJune 14, 2026 · 20 min read
Choosing margin tracking software? Point solutions break the moment margins need context. Here's why an integrated finance suite keeps COGS, usage, and runway connected.
Read moreJune 12, 2026 · 20 min read
Unit economics only matter when they tie back to cash. Learn how growth-stage CFOs connect margin decisions to runway with an integrated finance toolset on one data spine.
Read moreJune 10, 2026 · 3 min read
A single forecast is a prediction, and predictions are almost always wrong. Three forecasts is a plan for whatever actually happens.
Read moreJune 10, 2026 · 19 min read
Gross margin analysis for SaaS breaks when COGS, usage, and revenue live in separate tools. Here's how an integrated finance suite puts them on one data spine.
Read moreJune 8, 2026 · 16 min read
Burn rate management goes beyond a single number. Learn how burn rate, burn multiple, and connected financial health metrics give growth-stage CFOs a steering instrument, not a rearview mirror.
Read moreJune 6, 2026 · 16 min read
Spreadsheet runway forecasting drifts the moment your business changes. See why integrated, connected-data tools keep cash runway tracking and burn rate management current.
Read moreJune 4, 2026 · 16 min read
Cash runway tracking breaks when burn rate moves weekly. Learn a connected-data approach that ties runway forecasting, burn rate management, and close together on one spine.
Read moreMay 22, 2026 · 3 min read
Every conference says the CFO must become a strategist. Almost none explain what that actually requires—or why technology is the thing that makes it possible.
Read more
May 8, 2026 · 3 min read
The most common cyber attacks on companies aren't sophisticated hacks—they're finance process failures. That makes the CFO a first line of defense, not a bystander.
Read moreApril 22, 2026 · 3 min read
The skill that matters most in an AI-enabled finance team isn't prompting. It's the judgment to know when the machine is wrong. Here's how to build it.
Read moreApril 7, 2026 · 3 min read
The ROI case that won approval is rarely the ROI that materializes. Here's how to measure finance technology honestly—before and after you buy.
Read more
March 19, 2026 · 3 min read
Every finance analytics initiative quietly fails on the same rock: the underlying data is a mess and nobody owns fixing it. Here's why the CFO should.
Read more
March 3, 2026 · 3 min read
Bad news doesn't get better with age, and lenders punish surprises far harder than they punish problems. Here's how to run the relationship when results disappoint.
Read moreFebruary 17, 2026 · 3 min read
Your contracts contain obligations, deadlines, and risks that nobody is actively tracking. Here's how to turn a filing cabinet of PDFs into structured intelligence.
Read more
January 29, 2026 · 3 min read
Before you raise debt or equity, look at the cash already trapped in your own operations. Working capital is the financing source hiding in plain sight.
Read moreJanuary 13, 2026 · 3 min read
A wall of live dashboards feels like control. Often it's the opposite. Here's why more visibility can mean less insight—and how to build dashboards people actually use.
Read moreDecember 23, 2025 · 3 min read
RPA promised to automate finance and mostly delivered brittle bots that break when a screen layout changes. Here's what's different about the agent approach.
Read moreDecember 9, 2025 · 3 min read
The annual audit scramble isn't inevitable. It's the predictable result of doing year-round work in a six-week panic. Here's how to make the audit boring.
Read moreNovember 20, 2025 · 3 min read
Standard cost is a convenient fiction. Here's why your real margin can diverge from your reported margin—and the three cost views every operator should see.
Read moreNovember 4, 2025 · 3 min read
The all-or-nothing ERP replacement is how finance projects become cautionary tales. There's a less heroic path that actually finishes.
Read moreOctober 16, 2025 · 3 min read
At $50M in revenue you've outgrown the startup tools but you're not ready for enterprise bloat. Here's a stack that fits—and the order to build it in.
Read moreSeptember 30, 2025 · 3 min read
Past the hype and below the fear, AI agents are already doing real finance work. Here's what's genuinely useful now, and what still needs a human in the loop.
Read moreSeptember 15, 2025 · 3 min read
The spreadsheet that runs your most important model is also your biggest unmanaged risk. The answer isn't banning Excel—it's knowing which spreadsheets to retire.
Read moreAugust 28, 2025 · 3 min read
Most cash forecasts are a single number that's wrong by Friday. The fix is the 13-week direct model, driver-based assumptions, and a feedback loop that learns.
Read moreAugust 12, 2025 · 3 min read
The build-vs-buy debate usually gets decided by whoever argues loudest. Here's a framework that decides it by economics and risk instead.
Read moreJuly 24, 2025 · 3 min read
By the time a covenant breach shows up in the quarterly compliance certificate, your options are already narrowing. Continuous monitoring changes the conversation with your lender.
Read moreJuly 8, 2025 · 3 min read
A ten-day close isn't a staffing problem. It's a process and tooling problem hiding behind heroics. Here's how to find the bottleneck and close it.
Read more