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Last week I wrote about fulfillment, and how for me, a lot of fulfillment comes from being a guide. I like being at the table with business owners and leadership teams when the questions are complicated, the next step is not obvious, and the numbers need to be translated into decisions the business can actually act on.

This week, I want to talk about what happens when you are the person in that seat.

There is a moment that most CFOs -- and most people preparing to become one -- do not fully an…

On this week’s Ask the CFO, I had a great conversation with Carl Kutsmode of B2B-VIP Executive Alliance about something every growing company eventually has to face:

What does it really cost when you put the wrong executive in the wrong seat?

Most people think about the obvious cost first. Salary. Search fees. Time spent interviewing. Maybe some onboarding expenses.

Those matter.

But they are not usually the real cost.

The real cost shows up later, in delayed initiatives, missed revenue tar…

A few weeks ago, I had the chance to be featured in Diana Patel’s newsletter. Diana is the Founder and President of Resonant LLC, and her work focuses on something that does not always get enough attention in business conversations: fulfillment.

In her article, Diana wrote about working with high-achieving people who had the titles, accomplishments, and external success, but still found themselves asking, “Is this it?” That question matters because fulfillment is not something that automaticall…

Over the years, I’ve spent a great deal of time working alongside business owners navigating difficult decisions.

Growth that stretched operational capacity. Cash flow pressure. Leadership transitions. Hiring decisions. Pricing challenges. Businesses moving fast enough that the complexity started outpacing the systems and leadership supporting them.

What became increasingly clear through those experiences is that many businesses need stronger financial leadership than they currently have acces…

Many businesses today have access to more financial information than ever before.

Monthly reports arrive consistently. Dashboards track performance in real time. Forecasting tools have become increasingly sophisticated. On paper, businesses should have more visibility than they’ve ever had before.

And yet many leadership teams still feel stuck.

Part of the reason is that information alone rarely improves decision-making. Reports tell you what happened. Strong advisory leadership helps determi…

When people think about financial leadership inside a business, they often think first about reporting.

Forecasts, dashboards, cash flow models, and financial statements all matter. Businesses need accurate reporting and visibility into performance. But in my experience, the real impact of strong financial leadership shows up operationally long before anyone talks about reports.

You can usually feel the difference inside a business fairly quickly.

Leadership conversations become more grounded…

When I invited Paul Sippil to join Ask the CFO, I expected an interesting conversation about retirement plans.

What I didn't expect was how many assumptions—even my own—would be challenged.

As CFOs and business owners, we spend a lot of time managing costs that directly affect our organizations. We negotiate health insurance renewals, review vendor contracts, and scrutinize operating expenses.

But when it comes to 401(k) plans, many of us assume that because they're highly regulated, everythi…

Business owners today are surrounded by advice.

Boards, peer groups, consultants, podcasts, advisors, networking circles — everyone has opinions about growth, hiring, pricing, systems, and leadership. Some of the advice is useful. Some of it is poorly informed. Much of it sounds reasonable on the surface but ignores the realities of the specific business receiving it.

That is where problems begin.

I’ve seen companies hire too quickly because they believed growth required it. I’ve seen busines…

One of the patterns I see most often in growing businesses is not a lack of effort or intelligence. Most owners are working hard and carrying a tremendous amount of responsibility well.

Where businesses tend to lose momentum is in the accumulation of unresolved decisions.

A pricing adjustment gets delayed because leadership is concerned about customer reaction. A key hire stays open too long because nobody feels fully confident in the timing. Operational inefficiencies become accepted because …