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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...
Hey Reader, After my last few emails, I’ve received a lot of great questions about how exactly our community works. I love these questions because they show you’re doing your due diligence - exactly what a great CFO should do. I thought it would be helpful to share everything in one comprehensive breakdown. This way, you’ll have all the information you need to make the right decision before our founding member deadline on Thursday. Let me walk you through everything, question by question. Who...
Hey Reader, Well, here we are - the final lesson of our journey together. Over the past week, we've covered everything from landing your first clients to building your team. We've talked about pricing strategies that actually work and how to delegate without losing control. But you know what? I've saved what might be the most important lesson for last. See, over these past 5½ years of running my firm, I've noticed something interesting. Most firm owners focus all their energy on getting...