Financial Strategy

As businesses navigate the complex waters of year-end financial planning, tax preparation stands as a critical checkpoint that requires careful attention and strategic foresight. Having guided numerous organizations through this process, I’ve observed that proactive tax planning can make the difference between a smooth sailing year-end and a turbulent tax season. Why Year-End Tax Planning…

As a financial navigator for mid-market businesses, I’ve learned that year-end planning is more than a compliance exercise—it’s an opportunity to chart your course for future growth. This comprehensive guide will help you navigate the critical components of your year-end financial review and position your organization for success in 2025. Why Strategic Year-End Planning Matters…

In today’s complex business waters, having the right navigational tools can mean the difference between smooth sailing and running aground. As we conclude our month-long journey through strategic financial planning, it’s time to explore the essential tools that every business navigator needs in their command center. With over two decades navigating financial seas from Wall…

Having navigated financial waters from Wall Street finance to Main Street, from the Bank of New York to leading high-growth companies, I’ve learned that building a strategic financial plan is like charting a course across vast oceans. Today, I’ll share the proven methodology I’ve used to help organizations scale from eight to ten figures in…

As the end of the year approaches, it’s crucial for business owners and executives to think strategically about their financial goals for the upcoming year. While setting sales and growth targets often takes center stage, defining well-structured financial goals is key to supporting your overall business strategy. As a CFO, I understand that strategic financial…

What Does It Mean to Be a Resourceful CFO? In today’s fast-paced business environment, companies, especially mid-sized businesses, need more than just traditional number crunching. They need resourceful financial leadership to navigate complexity, foster growth, and solve problems creatively. That’s where a Resourceful CFO comes into play. In this first article on resourcefulcfo.com, I’ll delve…