Many companies have come out of the pandemic/inflation/Fed counterattack in a great position with more cash on their balance sheets than they expected, or needed, to run their business effectively.

As we urge every CEO and business owner to do, we compare actual results with the projections the client made at the beginning of the year, whether it’s a formal budget with staff accountability or not, and we ensure a

A question was raised in a client review meeting recently that reminded me that some financial terms – these two in particular – are often not as clear to non-financial managers as they should be.

We have a client whose accounting activity functioned for years under the direction of non-accounting management, not uncommon among smaller privately owned companies whose limited resources often put accounting last on the shopping list.

I have a “side hustle” when I’m not occupied with running the CFO for Rent business; it’s investing in commercial real estate, along with some of my clients and close friends.

We have a client that has been coming out of a revenue decline, induced in part by COVID-19, and they’re now in the black and growing nicely.

We have a client who engaged us to help them integrate an acquisition and structure a financial function for their rapidly growing company and guide its financial strategy as the company grew. Or at least we thought that was the plan.

I was asked last week to explain the value of a CFO to a young entrepreneur who had started from scratch with a great idea, and built a pretty solid business before hitting the glass ceiling (no, not that one) where the financial infrastructure he had

As we experience a strong year in our business, new clients always have a list of questions to guide our client-tailored task list, and one question that appears on more than half of those lists is this one:

I spoke with a CEO today, referred to me by a business associate, about providing CFO services to get their financial records current and their financial reporting up to what is needed to manage the business. It didn’t go as I had hoped. .