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CFO Shenanigans
The ramblings of a Finance Whisperer
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Budgeting 101: Creating a Financial Plan That Supports Organizational Growth
For small business owners who wear 11 hats and still can’t find the receipt from last Tuesday, here is the truth: you do not need a...

Bob Swetz, CPA
Sep 2, 20255 min read


How to Protect Your Business from Credit Surprises and Strengthen Financial Resilience
If you're running a business and juggling growth plans with financial responsibilities, you're probably no stranger to sleepless nights....

Mike Floyd, MBA
Aug 26, 20253 min read


Balancing Strategic Planning and Day-to-Day Financial Management as a Controller
In the life of a controller, “balance” is more than a buzzword, it’s a daily high-wire act. Between the granular demands of daily...

Bob Swetz, CPA
Aug 19, 20254 min read


Save More, Stress Less: Smart Refinancing and Loan Consolidation Tips for Small Business Owners
If you're a small business owner juggling multiple loans, fluctuating interest rates, and that creeping anxiety every time your monthly...

Mike Floyd, MBA
Aug 13, 20253 min read


Streamlining Month-End Close Processes in Small Organizations
If you’ve ever stared at a spreadsheet at 9:47 p.m. on the last day of the month, silently wondering if your coffee is judging you,...

Bob Swetz, CPA
Aug 7, 20253 min read


How to Restructure Debt, Negotiate Better Terms, and Prioritize High-Interest Debts in Your Small Business
If you're a small business owner staring down the barrel of a mounting pile of debt, you're not alone, and you’re definitely not doomed....

Mike Floyd, MBA
Aug 4, 20253 min read
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