Insights

Law firms and marketing agencies share a financial problem that most general accounting firms aren’t equipped to solve. Revenue is tied to people, hours, and engagements rather than products or inventory. That creates a specific kind of financial complexity: project-based billing, utilization-dependent margins, and cash flow that moves with client work rather than a predictable […]

Most manufacturing companies that say their job costing isn’t reliable don’t have a software problem. They have a process problem. The accounting system is usually capable of producing accurate job-level profitability. The issue is that no one is maintaining the process consistently enough to trust what comes out. This post explains how job costing actually […]

The EOS® Scorecard is one of the most powerful tools in the system. It is also one of the most commonly misused. Most leadership teams fill it with lagging financial indicators pulled from last month’s P&L and call it a Scorecard. That is not a Scorecard. That is a rearview mirror. A well-built Scorecard shows […]

Most construction companies need a fractional controller long before they go looking for one. The signals are there, jobs finishing without clear profit numbers, cash flow surprises between milestones, financials that close late or not at all. The problem is those signals tend to feel like normal business friction instead of a financial oversight gap. […]

A fractional controller and a fractional CFO are not the same role, and choosing the wrong one creates a real problem. The controller keeps your financial house in order. The CFO tells you where to take it next. Most growing businesses need a controller before they need a CFO, but by the time they realize […]

Why Does My EOS Scorecard® Drift in Q1? If your Scorecard felt solid in January and fuzzy by March, your Finance seat likely is not leading the Data Component. This is the most common cause of Scorecard drift in EOS companies, and it almost always shows up in Q1 before leadership teams realize it. Here […]

The Financial Metrics That Actually Tell the Truth Revenue growth does not equal profitability. A business can post record top-line numbers every quarter while its margins quietly shrink. This disconnect is one of the most common and costly blind spots for growing companies in the $2M to $25M range, and it rarely gets caught until […]

The questions, tools, and risks reshaping how growing companies manage their money. Something significant is happening in how business owners interact with their finances. Walk into any peer group meeting, EOS quarterly session, or nonprofit board room, and you’ll hear a new kind of conversation: “I asked ChatGPT to explain my cash flow statement” or […]

Fractional accounting for leave coverage is one of the most practical solutions Minnesota business owners aren’t thinking about yet. They’re thinking about operations. Client work. Projects. But when a bookkeeper or controller takes extended leave under Minnesota’s new Paid Family and Medical Leave program, the books don’t pause with them.

You Should Be Able to Answer This Question “Are we profitable?” It sounds simple. But if someone asked you right now, would you answer with confidence or hesitation? For many business owners running companies between $2M and $25M, the honest answer is somewhere in the middle. The bank account has money in it. Revenue is […]