Outsourced CFO Support that grows your cash and your confidence Hi Reader, This has been heavy on my mind recently as I've reviewed the last 12 months of work with a particular client. There is something that all businesses need to be aware of that won't show up in your financial statements, and yet will inevitably show up there anyway. Passion. Ownership. Culture. I'm starting to sound like an AI bot, I'm not I swear. This particular client, who I've come to care deeply for, went through the...
about 2 months ago • 3 min read
Outsourced CFO Support that grows your cash and your confidence Hi Reader, This has been heavy on my mind recently as I've reviewed the last 12 months of work with a particular client. There is something that all businesses need to be aware of that won't show up in your financial statements, and yet will inevitably show up there anyway. Passion. Ownership. Culture. I'm starting to sound like an AI bot, I'm not I swear. This particular client, who I've come to care deeply for, went through the...
about 2 months ago • 3 min read
Outsourced CFO Support that grows your cash and your confidence Hi Reader, Today, I hosted a little learning and networking session with my insurance broker and colleague, Cory Fischer. Cory's been my agent for at least 4 years and has reviewed many of my clients policies. Here are a few of highlights from that call that I found most insightful as a CFO helping clients and as a business owner navigating business insurance: The agent you have matters the most! don't get multiple agents working...
3 months ago • 3 min read
Outsourced CFO Support that grows your cash and your confidence Hi Reader, FUN FACT: a fractional CFO helps with debt financing more than you may think. Just in the past week and half, I've talked to at least 5 different bankers for at least 3 different clients. Here's what I accomplished for them: Clarity on next steps to increase a credit limit and open a line of credit where the client didn't understand what to ask and what to say (3 minute conversation between me and the banker) Screened...
5 months ago • 3 min read
Fight for your financial future for your small business Hi Reader, Fun Fact: Ground Hog Day data shows that predicting the weather based on a rodent is LESS accurate than making a random guess... so don't always trust what you hear. I owe a HUGE shoutout on a pretty incredible partner: A few months ago, one of my long-time clients was going through due diligence on a sale (in closed- wohooo!) and right before the final decision the client received a MASSIVE (~$432K) tax bill from the state of...
6 months ago • 4 min read
Fight for your financial future for your small business Hi Reader, 👇🏻 This is my anthem for 2026 Quality Sleep and Quality Margins I announced in December my theme for 2026: Sleep + Margins. This year I'm going let you follow along in my journey. SLEEP: Sleep is elusive right now with 3 kids and one under 2, but we're getting there. The big thing I'm focused on for January is not caring about the HOW. The only goal is to sleep. If I sleep in the couch because I need to - totally fine. If I...
7 months ago • 2 min read
Fight for your financial future for your small business Hi Reader, Quality Sleep and Quality Margins 👆🏻 This is my anthem for 2026 The sleep part is for me and the family. The margins ... are for our clients. I spent 6 hours at the beginning of the week on a mini-planning-retreat (which for me is just time a the library in the quiet section). As a business owner with so many moving pieces and solo leadership team it can be hard to steal that time, but it is THE MOST IMPORTANT time you will...
9 months ago • 3 min read
Fight for your financial future for your small business Hi Reader, Are your business finances feeling like a moving target? Most owners wonder if they're building real security—or just getting by. At Finance Fight Club, we help leaders like you make smart financial decisions with confidence, no matter how busy you are. I had an amazing chat with two lovely ladies that also run financial services firms yesterday and we were chatting about how we plan our years. It's a struggle for many...
10 months ago • 2 min read
Outsourced CFO Support that grows your cash and your confidence Hi Reader, 🎬 Exciting News: We're Launching Our YouTube Channel! Get ready to take your financial knowledge to the next level! We're thrilled to announce the launch of the Finance Fight Club YouTube channel, where we'll be sharing bite-sized financial wisdom designed specifically for small business owners like you. What can you expect?• Quick tips on cash flow management and budgeting• Behind-the-scenes insights from real CFO...
11 months ago • 2 min read