Perspectives on CFO leadership & financial strategy.
Practical thinking on building financial clarity, protecting cash flow, and leading growth with discipline — across healthcare, SaaS, transactions, and the operating decisions in between.
ARR Is Not Revenue: The Distinction That Decides Your ValuationARR Is Not Revenue — and Why It Matters
ARR is a forward-looking metric; revenue is an accounting fact. Why conflating them misprices SaaS companies — and how to keep both honest.
Budgets That Survive Contact With Reality: A Better Annual Planning ProcessBudgets That Survive Contact With Reality
Most annual budgets are obsolete by March. Driver-based models, honest targets, scenario ranges, and a cadence that keeps the plan alive.
Contractor or Employee? The Financial Exposure of Clinician ClassificationContractor or Employee? Clinician Risk
The contractor model looks cheaper on the payroll line. The liability it builds does not appear on any line until it does.
Membership and Package Revenue: The Liability Hiding on Your BooksMembership and Package Revenue Liability
Prepaid memberships and packages are cash today but an obligation tomorrow. Why deferred revenue is a liability, and how to manage it.
Preparing a Behavioral Health Group for a Sale or Private Equity InvestmentPreparing Your Practice for a Sale
Buyers pay for earnings they believe. The preparation is making the numbers believable before anyone asks.
Why a Dedicated CFO Outperforms a Fractional OneA Dedicated CFO vs. a Fractional One
Splitting a CFO across ten companies has a hidden cost: lost context. Why continuity changes the quality of financial decisions.
Five Financial Signals Every Growing Business Should TrackFive Financial Signals to Track
Profit on paper doesn't keep the lights on — cash does. Five indicators that tell you where your business actually stands.
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