Insights
Field notes from
the CFO seat.
Practical thinking on finance, operations, exits, and AI for owner-led and PE-backed companies. No theory, no jargon, just what we have learned doing the work.
Field notes, by topic
The CFO Seat
What a CFO actually does, when to hire one, and the metrics that should run the business.
Operating CFO Playbook
Your business is probably run by a bottleneck you haven't named yet
Most businesses don't have ten equal problems. They have one or two constraints that pace the whole system. Name the constraint before you assign blame. Part three of the Operating CFO Playbook.
July 6, 2026Operating CFO Playbook
Efficiency without effectiveness just makes the wrong work happen faster
Many companies chase efficiency too early, automating and streamlining work that doesn't move enterprise value. Do the right work first. Part two of the Operating CFO Playbook.
July 2, 2026Operating CFO Playbook
Throughput is where operations and finance actually meet
Profit usually hides in the fixed-cost base you already own. Push the right volume through it before you add cost. The first article in the Operating CFO Playbook.
June 29, 2026Finance leadership
Five signs you've outgrown your bookkeeper
A bookkeeper keeps the records straight. At some point a growing company needs someone to read the story those records tell. Here is how to know you've hit that point.
June 26, 2026Fractional CFO
How much does a fractional CFO cost?
A plain-English breakdown of fractional CFO pricing models, what drives the number up or down, and how to know whether the spend will pay for itself.
June 24, 2026Margin & Profit Visibility
Where the real money is won and lost, and the margin most owners never see.
Cash & Working Capital
Seeing cash before it surprises you, and freeing the cash trapped in the business.