July 10, 2026 · 3 min read
The 90-Day Plan for a New CFO Inheriting a Mess
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.
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CFO-level perspective on finance technology, automation, and the modern finance function — practical, evergreen writing for finance leaders at growing companies.
July 5, 2026 · 4 min read
Multi-Entity Consolidation: Spreadsheets vs. Software
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
Multi-Entity Treasury: One Consolidated Cash Position
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 in QuickBooks at Month-End Close
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 Consolidate Multiple QuickBooks Companies
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 1, 2026 · 5 min read
Consolidation Software for QuickBooks Online: A Guide
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 25, 2026 · 3 min read
Your Board Deck Is Too Long (and Saying the Wrong Things)
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 10, 2026 · 3 min read
Stop Building One Forecast. Start Building Three.
A single forecast is a prediction, and predictions are almost always wrong. Three forecasts is a plan for whatever actually happens.
Read moreMay 22, 2026 · 3 min read
From Scorekeeper to Strategist: The CFO's Real Digital Mandate
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.
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May 8, 2026 · 3 min read
Cybersecurity Is a CFO Problem Now
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
Upskilling Your Finance Team for the AI Era
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
Measuring ROI on Finance Technology (Without Fooling Yourself)
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.
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March 19, 2026 · 3 min read
The Data Quality Problem No One Wants to Own
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.
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March 3, 2026 · 3 min read
How to Talk to Your Lender When the Numbers Are Ugly
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
Contract Intelligence: Reading Every Clause So You Don't Have To
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.
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January 29, 2026 · 3 min read
Working Capital Is the Cheapest Capital You're Not Using
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
The Real-Time Dashboard Trap
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 Is Dead. Long Live the Finance Agent.
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
Audit Season Shouldn't Be a Fire Drill
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.
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November 20, 2025 · 3 min read
Margin Intelligence: Why You Don't Actually Know Your True Product Cost
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
Modernizing Your ERP Without a Two-Year Implementation
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
The Finance Tech Stack for a $50M Company
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
What an AI Agent Can Actually Do in a Finance Department Today
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
Your Spreadsheets Are a Liability. Here's the Real Cost.
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
Cash Flow Forecasting Is Broken. Here's How to Rebuild It.
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
Build vs. Buy: A Framework for Finance Software Decisions
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
The CFO's Guide to Covenant Monitoring Before You Trip a Default
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
Why Your Month-End Close Still Takes Ten Days (and the Tech That Fixes It)
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.
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