CFO Shenanigans 

If you have ever sat in a leadership meeting and heard, “This is our top priority,” then watched the budget get approved like it was built for a completely different company, you already know the core problem. Financial strategy is supposed to be the translation layer between what the business wants and what the business actually does. From a CFO seat, alignment is not a buzzword. It is the difference between funding the plan and funding a pile of good intentions. The organiz

Most small business owners and housing authority leaders I talk to are not short on data, they are drowning in it. Bank statements, QuickBooks reports, HUD schedules, Excel sheets that only one person knows how to update. What they are missing is something much more valuable: a small, consistent set of management reports that tell them, in plain language, what is happening and what to do next. That gap is not a minor inconvenience. The U.S. Small Business Administration repor

If you sit in the controller seat long enough, you realize most financial questions boil down to something simple: are we okay, or are we drifting toward trouble without noticing. That is just as true for a housing authority as it is for a small business. The terminology can sound intimidating, but underneath it you are really tracking a small set of numbers that tell you whether cash is stable, operations are sustainable, and assets are being taken care of. Think of these as

If you are a housing authority CFO or controller, you probably feel the tension between “we are getting the bills paid” and “are we truly in control of this operation.” You are balancing HUD compliance, shrinking admin fees, legacy systems, and staff turnover, all while your board and executive director expect clean audits and no surprises. That is exactly the gap where outsourced or fractional CFO and controller services can make a real difference. You are not just buying mo

Let’s be honest: if you’re still using spreadsheets to track your company’s finances, you’re not alone, but you are probably spending more time than you should on tasks that could be automated. I’ve been in the CFO seat long enough to remember what it was like running month-end reports with six different tabs open, hoping no one touched the formulas. And I’ve also seen firsthand how a well-executed transition to automated accounting can transform the finance function from a c

If you’ve ever sat through an external audit where findings piled up faster than coffee cups in the finance department, you know the pain. It's not just about bruised egos or awkward emails from the board. High audit findings often point to deeper issues, typically rooted in a lack of preparation. And when it happens year after year, it’s not an accident. It’s a pattern. As a CFO, I’ve learned that external audits aren’t just a compliance checkbox. They’re an opportunity to s