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Fractional CFO Services & Structure
FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

Insights

Welcome to the FocusCFO blog – your source for company updates, industry insights and CFO blogs, and resources for small and medium-sized businesses.

THE LATEST
Insights
Dec, 24
By FocusCFO

2024 Sherpa Awards

Each year we meet at our annual All-Hands meeting to learn, share best practices, celebrate our accomplishments, and recognize exemplary...
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Insights
2024 Core Value Awards Recipients
Dec, 24 By FocusCFO
Insights
The Great Fractionalization Might Be Coming to Your C-Suite
Dec, 24 By FocusCFO
Insights
Why Budgeting Matters More Than Ever in 2025
Nov, 24 By FocusCFO
Insights
Nail Your 2025 Forecast: 5 Ways to Align Sales and Budgeting
Nov, 24 By FocusCFO
Insights
The Hidden Benefits of Exit Planning Early
Nov, 24 By FocusCFO
Insights
Budgeting for Success in 2025: A Comprehensive Guide
Nov, 24 By FocusCFO
Insights
Remembering Richard LaValla
Nov, 24 By FocusCFO
Insights
Mastering Cash Flow in 2025: Why Your Budget Needs a 13-Week Rolling Forecast
Nov, 24 By FocusCFO
Insights
The Art of Communication and Storytelling in Financial Leadership
Oct, 24 By FocusCFO
Insights
What’s Your Number? A Guide to Building Transferable Business Value
Oct, 24 By Jeff Semple
Insights
How Leading KPIs Can Help Keep Your Business On Track
Aug, 24 By FocusCFO
Podcasts
Northern Kentucky Chamber of Commerce Spotlight: Dan Keck talks about Fractional CFOs
Aug, 24 By Dan Keck
Insights
The Power of Better Data: How the Right Forecasts Fuel Better Business Decisions
Aug, 24 By Greg Gens
Podcasts
The Future is Fractional: The Growth of Fractional CFOs in SMBs
May, 24 By Michael Stier
Insights
What Does a NonProfit CFO Do?
May, 24 By FocusCFO
Insights
FocusCFO Heads to the 2024 EPI Summit!
Mar, 24 By FocusCFO
Podcasts
How Fractional CFOs Play a Crucial Role in Helping SMBs Grow
Feb, 24 By FocusCFO
Insights
2023 Fundraiser | ALS Association
Dec, 23 By FocusCFO
Insights
How a Data-Driven Approach Can Help You Make the Most of the 2024 Recession
Dec, 23 By ITR Economics
Insights
FocusCFO Begins a Strategic Partnership with Exit Planning Institute
Dec, 23 By FocusCFO
Podcasts
Demystifying the Role of the CFO in Exit Planning
Nov, 23 By FocusCFO
Insights
Turning Economic Adversity into Business Opportunity: A Guide for SMBs
Nov, 23 By Jeff Semple
Insights
A Practical Guide to Navigating Unexpected Offers for Your Business
Nov, 23 By Jeff Semple
Insights
Highlights from the 2023 FocusCFO All-Hands Meeting
Nov, 23 By FocusCFO
Insights
Associate Spotlight: Michael Stier
Sep, 23 By Michael Stier
Insights
Unleashing Growth: Mastering the Art of Scaling Your Business
Sep, 23 By Jeff Semple
Insights
What It Means to Be a Trusted Advisor
Aug, 23 By FocusCFO
Insights
Navigating High Interest Rates in 2023: A Guide for SMBs
Aug, 23 By Lesli Matukaitis
Insights
Shifting CFO Role in Response to Changing Economic Landscape
Aug, 23 By FocusCFO
Insights
Why Exit Planning is Good Business Strategy
Aug, 23 By Peter Geise
Insights
Unraveling the Power of Cash Flow Statements for Small and Medium-Sized Businesses
Jul, 23 By FocusCFO
Insights
How FocusCFO Helped Me Become a Better CFO
Jul, 23 By FocusCFO
Insights
SLOWS Bar BQ Testimonial
Jul, 23 By Jeff Farrington
Insights
The CFO's Role in Preparing for Upcoming Economic Storms
Jun, 23 By FocusCFO
Podcasts
8 Reasons You Should Consider a CFO
Jun, 23 By Lesli Matukaitis
Insights
How CFOs Can Tackle the Biggest Challenges for 2023
Jun, 23 By ITR Economics
Insights
Beyond Numbers: 3 Qualities Your CFO Should Bring to the Table
May, 23 By FocusCFO
Insights
How an Embedded CEPA® on the Exit Advisory Team Improves Exit Outcomes
Apr, 23 By FocusCFO
Insights
3 Unexpected Ways a CFO Can Impact Your Business
Mar, 23 By Peter Geise
Insights
Focus on Growth or De-risking in 2023?
Jan, 23 By FocusCFO
Insights
Build Resilience Through Recurring Revenue
Dec, 22 By FocusCFO
Insights
Meet the Upstate South Carolina Fractional CFO Team
Nov, 22 By FocusCFO
Insights
Smart Business Magazine: How to Recognize if You Have Trouble Receiving Feedback
Nov, 22 By Jeff Semple
Insights
Owner Dependency
Sep, 22 By Darren Cherry
Insights
Prepare for the Worst, Hope for the Best
Sep, 22 By FocusCFO
Insights
Boost Your Career as a Fractional CFO
Sep, 22 By FocusCFO
Insights
Authority Magazine: 5 Things You Need to Know to Successfully Scale Your Business
Aug, 22 By Brad Martyn
Insights
Fractional CFOs In Demand for Startups
Jul, 22 By FocusCFO
Podcasts
Client Experience and Value
Jun, 22 By Peter Geise
Podcasts
Business Innovators with Mark Imperial
Jun, 22 By Michael Stier
Insights
10 Reasons to Hire a Fractional CFO
Jun, 22 By Martin Cobb
Podcasts
In the Loop: A Conversation with Michael Stier
Jun, 22 By Michael Stier
Insights
Ron Barker’s Top 10 Revealed
May, 22 By Ron Barker
Insights
EPI 2022 Webinar
May, 22 By Michael Stier
Insights
Your Guide to SBA 7(a) Loans
Apr, 22 By FocusCFO
Insights
The New CFO Mandate
Apr, 22 By FocusCFO
Insights
Metrics that Matter
Apr, 22 By FocusCFO
Insights
Fractional Expertise is a Goldmine for Small & Midsized Businesses
Apr, 22 By FocusCFO
Insights
When is the Right Time to Exit?
Apr, 22 By Darren Cherry
Insights
Understanding Your Business Value with the Exit Planning Institute
Apr, 22 By FocusCFO
Insights
Flexi-Retirement: The Alternative to Traditional Retirement
Mar, 22 By FocusCFO
Insights
How a CFO Can Help You Solve the Inflation Puzzle
Mar, 22 By FocusCFO
Insights
Angela Robins
Mar, 22 By Heidi Petersen
Insights
An Introduction to Supply Chain Metrics & KPIs
Mar, 22 By FocusCFO
Insights
Andrew Viglietti
Mar, 22 By Heidi Petersen
Insights
The Post-60 Career Path
Feb, 22 By FocusCFO
Insights
Finding Your Successor: What Traits Do Most Successful Owners Share?
Feb, 22 By Darren Cherry
Insights
In Focus: The Holy Grail of Buy-Sell Agreements
Jan, 22 By Michael Stier
Insights
The Number One Problem With Selling a Business
Dec, 21 By Michael Stier
Insights
Those Who Have Knowledge, Don’t Predict
Dec, 21 By Michael Stier
Insights
FocusCFO Tribute for Ed Chong
Nov, 21 By FocusCFO
Insights
Operational and Compliance Considerations for 2022
Nov, 21 By Brian Ford
Insights
All Hands 2021 Award Winners
Nov, 21 By FocusCFO
Insights
KPIs to Drive Increased Volume and Profitability
Oct, 21 By Brian Ford
Insights
Understanding Multi-Location Profitability
Oct, 21 By Brian Ford
Insights
Eight Considerations for Improving Cash Flow for Healthcare Services
Oct, 21 By Brian Ford
Insights
Why it's Critical to Establish Transferable Value in Your Business – Smart Business Magazine
Oct, 21 By Jeff Semple
Insights
Speeding Along but Out of Gas (Cash)
Oct, 21 By Michael Stier
Insights
Do self-surgery? Self-sell Your Business?
Oct, 21 By Michael Stier
Insights
Yes, You Can Afford a Fractional CFO
Aug, 21 By Michael Stier
Insights
There Are Two Kinds of Business Owners:
Aug, 21 By Michael Stier
Insights
Manufacturing ERP System Implementation Challenge
Aug, 21 By Greg Gens
Insights
Fighting Complexity
Aug, 21 By Todd Peter
Insights
Sales Forecasting and Budgeting Processes
Aug, 21 By Michael Stier
Insights
Leave No Tax Credit Unclaimed (ERC)
Aug, 21 By Michael Stier
Insights
Mother of All Value Drivers – MOAVD
Jul, 21 By Michael Stier
Insights
Is a Fractional Executive in Your Future?
Jul, 21 By Todd Peter
Insights
Handling the Truth
Jul, 21 By Michael Stier
Insights
How to Avoid Sellers Remorse
Jul, 21 By Tom Flynn
Insights
Close Your Books Faster: 5 Tips to Speed Up Your Monthly Closing Cycle
Jun, 21 By FocusCFO
Insights
Master Retail Inventory Management: Strategies for Small Businesses
Jun, 21 By FocusCFO
Insights
Boost Retail Sales with Pipeline Management: Metrics That Matter
May, 21 By FocusCFO
Insights
Peter Geise Appointed to Polymer Industry Advisory Council
May, 21 By Peter Geise
Insights
How Strong is Your Core (or COAR)?
May, 21 By Michael Stier
Insights
Every Exit is an Entrance Elsewhere
May, 21 By Michael Stier
Insights
It’s Not Personal, It’s Business
May, 21 By Michael Stier
Insights
Can ABL Help Your Cash Flow
Apr, 21 By Michael Stier
Insights
Signs You Have Outgrown Your Entry-Level Accounting Software
Apr, 21 By FocusCFO
Insights
The Inconsequential Owner
Mar, 21 By Michael Stier
Insights
Cure Your Small Business Cash Flow Headaches
Mar, 21 By Todd Peter
Insights
5 Steps to Master Sales Forecasting and Budgeting for Business Growth
Mar, 21 By Michael Stier
Insights
Coffee is for Closers
Mar, 21 By Michael Stier
Insights
Working Capital and Monty Python
Mar, 21 By Michael Stier
Insights
The Pyramid to Success
Mar, 21 By Mark Clower
Insights
Bill Goebel receives BSA Silver Antelope Award
Mar, 21 By William Goebel
Insights
FocusCFO Client D&J Precision Acknowledged as Best in Class
Mar, 21 By Bob Miller
Insights
Lessons Learned from My Workout Banker
Feb, 21 By woodchuck
Insights
Are You Ready for the Upcoming Pain
Feb, 21 By Mark Clower
Insights
What Can Sports Analysis Teach Us About Business Finance
Jan, 21 By Todd Peter
Insights
How FocusCFO Can Help Your Business
Dec, 20 By Mark Vernallis
Insights
How to Select the Right Banker
Dec, 20 By Mark Vernallis
Insights
Understanding Profitability
Dec, 20 By Mark Vernallis
Insights
Your Banking Relationship
Dec, 20 By Mark Vernallis
Insights
Know Your Costs
Dec, 20 By Mark Vernallis
Insights
Changing Your Business Model
Dec, 20 By Todd Peter
Insights
Your Guide to Metrics for Nonprofits
Nov, 20 By FocusCFO
Insights
Business Ownership Was My Dream
Nov, 20 By woodchuck
Insights
Changes to Business Banking
Nov, 20 By woodchuck
Insights
The Personal Aspects of Exit Planning for Business Owners
Oct, 20 By woodchuck
Insights
Business Exit Strategy – Maximizing Value
Oct, 20 By Tom Flynn
Insights
Exit Options for Business Owners
Oct, 20 By woodchuck
Insights
4 Keys for Helping Your SMB Turn Crisis Into Opportunity
May, 20 By FocusCFO
Insights
Role of the CFO:Oversight of Financial Systems
Mar, 20 By woodchuck
Insights
A Small Business Guide to Understanding the Balance Sheet
Mar, 20 By Mark Snyder
Insights
The Broken Windows Theory in Business
Feb, 20 By Mark Snyder
Insights
Accurate Product Costing: The Key to Unlocking Manufacturing Profitability
Feb, 20 By Mark Snyder
Insights
Matt Cooksey
Jan, 20 By Matt Cooksey
Insights
Your Guide to Understanding Mezzazine and Unitranche Debt
Jan, 20 By Mark Vernallis
Insights
Baseball and Effective Communication
Jan, 20 By Mike Derringer
Insights
Mark Snyder Announcement
Dec, 19 By FocusCFO
Insights
Small Business Travails: Top 5 Challenges Faced by SMBs
Dec, 19 By Mike Derringer
Insights
The Importance of Gross Margin by Segment
Dec, 19 By Mike Derringer
Insights
What is the Difference Between Prime and LIBOR Rates
Nov, 19 By Tom Bartos
Insights
The Art and Science of Sales for Small Businesses
Nov, 19 By Jeff Farrington
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"The question we always go back to is, 'What do we keep doing, what do we need to start doing, and what do we need to stop doing,' and that has been a really effective way to run the business. Our fractional CFO is amazing at helping us guide the business in that capacity.”

Kristen Butler, CEO Ability Matters