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CFO Shenanigans
The ramblings of a Finance Whisperer
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The Ghost in Your General Ledger: How "Busy Work" Is Killing Your Nonprofit
Let’s be real for a second: there is a specific, caffeine-fueled breed of nocturnal creature found only in the executive suites of mission-driven organizations. You know the one. They’re usually squinting at a monitor at 9:00 PM, surrounded by half-empty mugs and a General Ledger that looks like it was written in a dialect of Klingon. If that sounds like you, we see you: but we also need to have a serious talk. There is a ghost haunting your nonprofit, and it isn't the benevo

Bob Swetz, CPA
4 days ago4 min read


The Boredom-Proof Board Meeting: How to Tell a Story with Your Numbers
Let’s be real: most board members approach the “Financial Review” portion of the agenda with the same enthusiasm they’d have for a root canal: or worse, a three-hour presentation on tax code updates. You’ve seen it: the slow glazed look in their eyes, the subtle reach for their phones, and the polite-but-pained nodding as you walk through a 40-row spreadsheet. We call this the "Glazed Eye" phenomenon (name changed to protect the innocent, but the panic in the presenter's hear

Mike Floyd, MBA
Jun 173 min read


The Buzz and The Bottom Line: Why You Actually Need a CFO (and a Controller)
Let’s be real: conventions are a beautiful, caffeinated whirlwind. Between the endless handshakes and the stack of business cards that will inevitably end up on your desk next week, we’ve been meeting a lot of incredible, mission-driven leaders this week. But behind the "how’s the conference going?" small talk, there’s a recurring, slightly anxious question we keep hearing: "Is my bookkeeper enough, or do I actually need a CFO?" We get it, you’re doing great work, the mission

Bob Swetz, CPA
Jun 92 min read


The 'Out of Office' Acid Test: Can Your Mission Survive Your Summer Vacation?
Let’s be real: as the summer heat cranks up and your LinkedIn feed starts filling with photos of colleagues sipping drinks on Mediterranean balconies, are you feeling inspired: or just a little bit jealous? We see you. You’re the one squinting at a glowing spreadsheet at 9:00 PM while your family is already in "vacation mode." You want to unplug, but there’s that nagging voice in the back of your head: What if the grant report is late? What if payroll hits a snag? If you’re c

Mike Floyd, MBA
Jun 22 min read


The Finance Trifecta: Who’s Actually Driving Your Business?
Picture your organization as a high-performance vehicle: perhaps a sleek, mission-driven electric SUV or a steady, reliable vessel navigating the complexities of the HUD landscape. You’re in the driver’s seat, but who else is in the cabin? If you’ve ever felt like your finance team is speaking three different languages (and none of them are yours), you aren’t alone. Most leaders assume that anyone who "works with the numbers" is doing the same job, but that’s like assuming th

Bob Swetz, CPA
May 263 min read


Mayday! (Literally): Why Your 2026 Budget Needs a Mid-Year "Mirror Test"
It’s May 21, 2026. You just finished your third cup of coffee, and you’re staring at a spreadsheet that was created in the blissful, optimistic days of last December. Remember December? You had a "plan." You had a "balanced budget." You had… well, you had a lot of hope. But now? Mayday. (Literally.) If you’re a nonprofit leader or an Executive Director at a Public Housing Authority (PHA), you’re likely feeling the squeeze. Maybe it’s a sudden dip in individual giving, or perh

Mike Floyd, MBA
May 214 min read
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