We were on a call with a high-value prospect — more than a prospect, really. A potential partner who could send us dozens of clients. My COO and I were excited. At one point, I asked, “How are things with your controller?” He laughed and said, “He’s a f***ing moron.” The room went quiet. Did we really just hear that? When we wrapped up, I asked my COO what she thought. “I can’t put our team in front of someone who talks that way about his own people,” she said. She was right. If this is how...

It was the most prestigious talk I had ever given. Fifty-five CEOs, all of them doing over $3M in revenue. The community? One of the most elite masterminds, SaaS Academy, founded by the impressive Dan Martell. (If you haven’t read Buy Back Your Time, you absolutely need to.) This talk had to go right. It was my one shot, and I didn’t want to blow it. So I prepared for weeks and weeks with the plan of giving them everything that I had, and more. Teaching Finance & Accounting to 50+ SaaS CEOs...

Hey Reader, You know what drives me crazy? When people talk about departmental budgeting like it's all about the spreadsheets. I mean seriously... most finance pros obsess over formulas and formatting while ignoring the actual hard part: Working with people. After building financial processes for dozens of companies, I can tell you this: departmental budgeting fails because of relationship breakdowns, not calculation errors. Your fancy Excel model means nothing if your Marketing Director...