top of page
CFO Shenanigans
The ramblings of a Finance Whisperer
Search


Slow Market Adoption and Insufficient Customer Outreach: The CFO’s Playbook to Fix Both Without Burning Cash
If you are staring at a forecast that refuses to cooperate, you are not alone. Slow market adoption and insufficient customer outreach usually travel together, and from a CFO perspective they are not “sales problems” in isolation. They are capital efficiency problems that show up as delayed payback, volatile forecasts, and a growing dependence on a small number of deals. When your outreach consistently reaches the right people with a crisp promise and your onboarding consiste

Mike Floyd, MBA
Jan 292 min read


Controller vs CFO: Where the Lines Blur, Where They Shouldn’t, and How to Get the Hand-Offs Right
In a lot of companies, especially the ones growing faster than their processes, the Controller and the CFO can feel like two titles for the same person with two different calendars. I have lived that movie. One day you are debating revenue recognition and the next you are pitching the board on cash runway like your life depends on it, because it kind of does. The healthy way to think about it is this: the Controller owns the integrity of the numbers, and the CFO owns what the

Bob Swetz, CPA
Jan 273 min read


The CFO’s Concentration Trap: How to Stop Betting the Business on One Product or Service
From a CFO seat, over reliance on one product or service feels a lot like balancing your entire forecast on a single column in Excel and hoping nobody asks what happens if that column drops by 10 percent. It can look healthy on the surface because the numbers are clean and the story is easy to tell, but it also means one competitor move, one funding change, one policy tweak, or one shift in customer preferences can turn a “great quarter” into an emergency meeting. The risk is

Mike Floyd, MBA
Jan 213 min read


What a Modern Controller Really Does (and Why Bookkeeping Alone Won’t Cut It)
If you think a controller is “the person who makes sure the books are clean,” you are not alone. It is also not enough anymore. Bookkeeping is like keeping the kitchen tidy: necessary, appreciated, and you definitely notice when it is not done. A modern controller is the head chef who plans the menu, prices it, makes sure nobody is sneaking ingredients out the back door, and can tell you whether tonight’s special is going to make money or just look good on Instagram. Bookkeep

Bob Swetz, CPA
Jan 152 min read


The CFO’s Playbook for Deal Success: Due Diligence That Drives Integration and Real Synergies
As a CFO, I’ve learned that the real work of a deal starts long before the ink dries. When people say “do thorough due diligence,” they often mean “make sure the numbers tie out.” That is necessary, but it is not sufficient. The highest value diligence is the kind that tells you what will break after closing, what will surprise your customers, and what will quietly drain cash if you do nothing. It is also worth remembering how unforgiving the scoreboard can be. Harvard Busine

Mike Floyd, MBA
Jan 133 min read


The Evolution of the Controller Role: From Number Cruncher to Strategic Partner
When I started out, the controller job was simple to describe and hard to do: close the books, keep the auditors happy, and make sure the numbers tied out. The controller was the person you wanted in the building during a storm, calm, meticulous, and slightly suspicious of anything that moved too fast. That foundation still matters, but the role has grown up. Today, the best controllers are not just protecting the integrity of the financials. They are helping leadership make

Bob Swetz, CPA
Jan 73 min read
bottom of page
