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CFO Shenanigans
The ramblings of a Finance Whisperer
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The Silent Budget Leak: 3 Places Your Nonprofit Is Bleeding Cash Without Knowing It
Let’s be real for a second: have you ever sat at your desk at 7:00 PM, squinting at a spreadsheet that refuses to make sense, and wondered where the last $20,000 went? Wait, didn’t we have a surplus last month? You’re not a "number nerd", you’re a mission-driven leader trying to change the world, yet here you are, playing detective in a sea of transactions. Most executive directors and nonprofit founders assume that budget "leaks" are dramatic events, a massive fraud or a fai

Mike Floyd, MBA
Jul 144 min read


Your Startup Just Hit $1M in Revenue. Congrats. Now Stop Flying Blind.
You finally did it. You crossed that $1 million revenue mark, the "seven-figure club" that seemed like a fever dream just a few years ago. You’ve got the sales, the team, and the traction. But let’s be real for a second: why does it still feel like you’re one bad month away from a total meltdown? You’re staring at a bank balance that doesn’t quite match the "profit" your accountant told you about three weeks ago, and the panic is very, very real. Welcome to the scaling gap, w

Bob Swetz, CPA
Jul 73 min read


Q3 Is Here. Here's Your Mid-Year Financial Checkup
Welcome to July. If you’re like most mission-driven leaders, you probably just blinked and wondered where the first half of the year went. One minute you’re setting New Year’s resolutions for your impact goals, and the next, you’re staring down the barrel of Q3. It’s that awkward middle-child phase of the fiscal year where the initial excitement has faded, but the year-end panic hasn’t quite set in yet. But here is the thing: now is exactly when the "Ghost of Busywork" likes

Mike Floyd, MBA
Jul 13 min read


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
Jun 234 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
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