Free Agent CFO™ Loves The Soul of Enterprise Podcast

Free Agent CFO™ Loves The Soul of Enterprise Podcast

How do I describe the dynamic duo behind The Soul of Enterprise Podcast, Ron Baker and Ed Kless? If only I could borrow their vocabulary as I find the appropriate words to describe their intellectual brilliance. Since I can’t, I’ll just say these guys make me think. I can show you my Evernote and Moleskine…

A CFO’s Simple Solution to Staying Informed

A CFO’s Simple Solution to Staying Informed

Four major networks, a handful of national newspapers, limited cable offerings, and numerous magazines delivered to our mailboxes monthly. Do you ever wish you could turn back the clock sometime before the turn of the century? Those of us who were building our careers in the ’80s and ’90s thought information overload was a problem back…

Does Pat Flynn of Smart Passive Income Need a CFO?

Does Pat Flynn of Smart Passive Income Need a CFO?

“Karen, could you step into my office?” What could Bill want? Karen was just promoted to Senior Audit Manager three months earlier at the large firm of PricingDryHomeLoopers. Karen knew the firm had a tough quarter. Plus, IBM Watson was doing more and more of the attestation work. But Karen, a single mother of two, had no fears of…

Incisions vs. Decisions – The Role of the Consulting CFO

Incisions vs. Decisions – The Role of the Consulting CFO

Even the best CFOs occasionally need a pep talk. I need mine after a CEO makes a decision or no decision on a matter where we have talked at length regarding the issue(s) at hand. I know my strengths. I’m rock solid at identifying consequences for nearly every possible position a CEO can take. That’s why frustration…

The Complete CFO Guide to Financial Reporting

The Complete CFO Guide to Financial Reporting

All roads lead to Rome the financial statements. Good decisions, bad decisions, foolish decisions, indecision. It doesn’t matter–every CEO action finds its way to the P&L and balance sheet. Every CFO I know is a financial reporting aficionado. But as one peer recently reminded me, seeing how other professionals create reporting for their clients is both helpful and…

3 Reasons I Recommend B2B CFO® to Part-time CFOs

3 Reasons I Recommend B2B CFO® to Part-time CFOs

Anytime a part-time CFO prospect or rookie wants to pick my brain about starting a consulting practice, I delay the conversation until they’ve done something else first. I want them to interview several partners of B2B CFO® before I provide advice and guidance. There are no exceptions. Why the recommendation when I’m not affiliated with…

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