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CFO Shenanigans
The ramblings of a Finance Whisperer
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The Role of a Controller in Managing Vendor Relationships and Accounts Payable
In any well-run organization, the Accounts Payable (AP) process is more than just paying bills. It is the heartbeat of vendor...

Bob Swetz, CPA
Oct 93 min read


Exit Smart: How CFOs and Controllers Help You Plan, Profit, and Transition Without Regret
Most business owners are laser-focused on growth, operations, and profitability. Exit planning? That usually ends up on the “someday”...

Mike Floyd, MBA
Oct 73 min read


Develop Plans, Update Practices, Foster Innovation: Why Your CFO or Controller Should Be Driving More Than Just the Numbers
When most people think of a CFO or controller, they picture someone buried in spreadsheets, laser-focused on budgets, forecasts, and...

Mike Floyd, MBA
Oct 23 min read


Key Financial Reports Every Controller Should Deliver Monthly
As a Controller, your job isn’t just about closing the books and keeping the auditors happy. You’re the financial compass for your...

Bob Swetz, CPA
Sep 304 min read


Failure to Meet Loan Covenants: The Silent Risk That Could Derail Your Small Business
If you’re a small business owner, you probably have your eyes locked on cash flow, payroll, customer retention, and maybe even that leaky...

Mike Floyd, MBA
Sep 234 min read


Cash Flow Management Tips for Small and Mid-Sized Businesses
Cash flow is the lifeblood of any business. And for small and mid-sized companies, managing that flow can mean the difference between...

Bob Swetz, CPA
Sep 164 min read
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