top of page
CFO Shenanigans
The ramblings of a Finance Whisperer
Search
![[HERO] Stop Chasing Hires, Start Scaling Smarter: The New Financial Strategy for 2026](https://cdn.marblism.com/USYpy2B5-uV.webp)
![[HERO] Stop Chasing Hires, Start Scaling Smarter: The New Financial Strategy for 2026](https://cdn.marblism.com/USYpy2B5-uV.webp)
Stop Chasing Hires, Start Scaling Smarter: The New Financial Strategy for 2026
You’ve felt it, haven’t you? That nagging sensation that if you could just hire one more person in the accounting department, the financial fog would finally lift, and you could get back to the actual mission of your organization. It’s a common reflex for leaders of mission-driven nonprofits and Public Housing Authorities (PHAs): when things get chaotic, we throw bodies at the problem. But as we navigate the complexities of 2026, the old "more is better" headcount strategy i

Mike Floyd, MBA
Mar 174 min read
![[HERO] Beyond the Ledger: Why Your CFO Needs a Business Brain (Not Just a Calculator)](https://cdn.marblism.com/lf_Isc6QfEk.webp)
![[HERO] Beyond the Ledger: Why Your CFO Needs a Business Brain (Not Just a Calculator)](https://cdn.marblism.com/lf_Isc6QfEk.webp)
Beyond the Ledger: Why Your CFO Needs a Business Brain (Not Just a Calculator)
Ever felt like your CFO is speaking a language that only exists inside a static Excel spreadsheet? You ask about the next three years of community impact, and they respond with a pivot table about last month’s utility accruals. It’s frustrating, and honestly, it’s a bit of a liability. While every organization needs someone to keep the books tight, a mission-driven entity (especially a Housing Authority or a nonprofit) needs a leader who can see past the decimal points. We’re

Bob Swetz, CPA
Mar 113 min read
![[HERO] Labor Shortages vs. Smart Scaling: The Lean Finance Team Strategy for 2026](https://cdn.marblism.com/FJ5Tfgj7AQ9.webp)
![[HERO] Labor Shortages vs. Smart Scaling: The Lean Finance Team Strategy for 2026](https://cdn.marblism.com/FJ5Tfgj7AQ9.webp)
Labor Shortages vs. Smart Scaling: The Lean Finance Team Strategy for 2026
It’s March 2026, and finding a qualified finance professional feels a lot like hunting for a unicorn in a business suit. Let’s be real: the "talent war" we all joked about a few years ago has turned into a full-blown siege. Between the shrinking CPA pipeline and the skyrocketing demand for technical literacy, mission-driven leaders are stuck in a brutal cycle of turnover and "making do" with outdated spreadsheets. If you’ve spent your morning squinting at a cash flow statemen

Mike Floyd, MBA
Mar 103 min read
![[HERO] Inflation Hangover? How to Protect Your Margins (and Your Mission) in Q2](https://cdn.marblism.com/02gEhWo-zbH.webp)
![[HERO] Inflation Hangover? How to Protect Your Margins (and Your Mission) in Q2](https://cdn.marblism.com/02gEhWo-zbH.webp)
Inflation Hangover? How to Protect Your Margins (and Your Mission) in Q2
Is it just us, or does it feel like we’re all nursing a collective financial headache? Welcome to March 2026. We’ve survived the initial shocks of the last couple of years, but the "inflation hangover" is real, and it’s stubborn. You’re likely looking at your reports right now, squinting at the screen, and wondering why your revenue is up but your bank balance feels... well, lighter . If you’re a mission-driven leader or running a Public Housing Authority (PHA), you’re probab

Bob Swetz, CPA
Mar 54 min read
![[HERO] Why Your Q1 Re-Forecast COULD BE More Important Than Your Tax Return](https://cdn.marblism.com/Sjf3egHYAOW.webp)
![[HERO] Why Your Q1 Re-Forecast COULD BE More Important Than Your Tax Return](https://cdn.marblism.com/Sjf3egHYAOW.webp)
Why Your Q1 Re-Forecast COULD BE More Important Than Your Tax Return
It’s that time of year again. You can smell it in the air, a distinct mixture of over-extracted espresso, the ozone from overworked printers, and the faint, metallic scent of collective panic. Yes, it’s tax season. For most small business owners, nonprofit executive directors, and Public Housing Authority (PHA) commissioners, this is the season of the "Great Scramble." You’re digging through digital archives, chasing down missing 1099s, and squinting at your financial reports

Mike Floyd, MBA
Mar 35 min read


Tax Season Reality Check: What CFOs & Controllers Watch For (and the Questions to Ask Your Tax Preparer)
It’s late February. If you’re a business owner, a nonprofit executive, or a director at a Public Housing Authority (PHA), you probably have a love-hate relationship with your mailbox right now. It’s filled with 1099s, W-2 summaries, and that one stray K-1 that always seems to arrive three days after you thought you were ready to file. You’re likely squinting at spreadsheets, wondering if that "miscellaneous" category in your Quickbooks is going to trigger a red flag, and fuel

Bob Swetz, CPA
Feb 275 min read
bottom of page
