Nineteen years ago, my Director of Finance role was being relocated to Florida. After family discussions, I knew moving wasn’t an option. The safe choice would’ve been to find another job with a steady salary and benefits—but instead, I decided to take a leap. In 2005, with no big savings but plenty of determination, I […]
When growth outpaces your financial infrastructure, it doesn’t just hurt your margins—it limits your decision-making, hiring, pricing strategy, and exit options. In the early days of your business, you were scrappy. You built your firm from hustle, grit, and client relationships. A generalist bookkeeper, some templates in QuickBooks, and a few spreadsheets were “good enough.” […]
Most growing firms aren’t failing because of sales or delivery—they’re flying blind when it comes to margins, cash flow, and financial accountability. If you’re leading a successful services business—an accounting firm, marketing agency, law office, or consultancy—you’re probably great at solving your clients’ problems. But when it comes to your own back office, things feel… […]
If your finance function only tells you what happened last month, you’re already behind. When you first started your firm—whether in accounting, law, consulting, creative services, or IT—you didn’t need much. A good reputation, a few referrals, a strong work ethic… and a QuickBooks login. But now your business has a team, overhead, growth plans, […]
