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CFO Shenanigans
The ramblings of a Finance Whisperer
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10 Financial Metrics Every Controller Should Monitor In A Small Business (And In A Housing Authority Too)
If you sit in the controller seat long enough, you realize most financial questions boil down to something simple: are we okay, or are we drifting toward trouble without noticing. That is just as true for a housing authority as it is for a small business. The terminology can sound intimidating, but underneath it you are really tracking a small set of numbers that tell you whether cash is stable, operations are sustainable, and assets are being taken care of. Think of these as

Bob Swetz, CPA
Dec 8, 20254 min read


Steady Hands for Your Housing Authority’s Finances: CFO and Controller Help When You Need It
If you are a housing authority CFO or controller, you probably feel the tension between “we are getting the bills paid” and “are we truly in control of this operation.” You are balancing HUD compliance, shrinking admin fees, legacy systems, and staff turnover, all while your board and executive director expect clean audits and no surprises. That is exactly the gap where outsourced or fractional CFO and controller services can make a real difference. You are not just buying mo

Mike Floyd, MBA
Dec 3, 20253 min read


How to Transition from Manual to Automated Accounting Systems Effectively (Without Losing Your Mind or Your Data)
Let’s be honest: if you’re still using spreadsheets to track your company’s finances, you’re not alone, but you are probably spending more time than you should on tasks that could be automated. I’ve been in the CFO seat long enough to remember what it was like running month-end reports with six different tabs open, hoping no one touched the formulas. And I’ve also seen firsthand how a well-executed transition to automated accounting can transform the finance function from a c

Bob Swetz, CPA
Dec 2, 20254 min read


When Poor Audit Prep Becomes a Costly Habit
If you’ve ever sat through an external audit where findings piled up faster than coffee cups in the finance department, you know the pain. It's not just about bruised egos or awkward emails from the board. High audit findings often point to deeper issues, typically rooted in a lack of preparation. And when it happens year after year, it’s not an accident. It’s a pattern. As a CFO, I’ve learned that external audits aren’t just a compliance checkbox. They’re an opportunity to s

Mike Floyd, MBA
Nov 24, 20252 min read


The Controller’s Guide to Managing Payroll and Employee Benefits
Let’s be honest. Payroll and benefits aren't exactly the sexiest parts of finance, but for controllers, they’re the beating heart of operational stability. I’ve sat in the CFO chair long enough to know that when payroll runs smoothly, no one says a word. But one delay, one benefits hiccup, and suddenly, your inbox looks like a war zone. Managing this function well is less about spreadsheets and more about strategy, empathy, and yes, a touch of automation. Start with structure

Bob Swetz, CPA
Nov 20, 20252 min read


When Your Numbers Say One Thing and Your Stakeholders Hear Another
The moment I realized our financial reporting was not doing its job, it was not in a tense board meeting. It was in a quiet corridor after a quarterly review, when a senior manager stopped me and asked, “Are we actually doing well, or should I be worried?” On paper, we had a clean set of statements and a solid deck. In reality, a smart leader who had just sat through an hour of financials still could not tell whether we were winning or losing. That is what a lack of clear and

Mike Floyd, MBA
Nov 18, 20253 min read
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