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CFO Shenanigans
The ramblings of a Finance Whisperer
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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 7, 20253 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 2, 20253 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 30, 20254 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 23, 20254 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 16, 20254 min read


How Small Businesses Can Analyze Capital Structure, Reduce Debt, and Increase Equity Without Losing Sleep
If you’ve ever stared at a spreadsheet late at night wondering how your business ended up with more debt than cash on hand, you're not...

Mike Floyd, MBA
Sep 9, 20253 min read
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