Insights from a
finance whisperer

Business Finance Basics

Marketing Without Strategy Is Just Noise

Marketing should support your bottom line, not drain it. Learn what really drives effective marketing, and how most businesses are still getting it wrong.

WTF

WTF Are the Four Ps—and Why You Need Them

Growing a sales team isn’t just about hiring more reps. If you don’t have the right strategy in place, more bodies won’t help.

WTF

The Role of a Personal CFO: An Exclusive Interview with Sara Hobbs

In the world of finance, CFOs are commonly associated with businesses—guiding companies through budgeting, cash flow management, and strategic planning. But what if you could apply that same level of expertise to your personal finances?

Business Finance Basics

Using Independent Contractors, Part 2: Avoiding Regulatory Pitfalls (Warning: Rules Changed This Year!)

A deeper dive into the ins and outs of using an independent contractor in your business.

Up and Running

Using Independent Contractors, Part 1: Pros and Cons

Pros and Cons - I Heart EBITDA Employee or independent contractor? Let's have the conversation.

Up and Running

End-of-Year Housekeeping in Three Easy Steps

The last few months of the year are critical in your business. Use that time wisely.

The Bigger Picture

A Good Defense: Goal-Setting Yourself up for Success

There is a big — HUGE — difference between defense and excuse.

The Bigger Picture

Beyond Numbers: Do It Anyway

Don’t tell people I said this, but there are other things to consider besides finance.

The Bigger Picture

Pumpkin Spice and Panic in the Air

Pumpkin spice and panic in the air. The smell of fall is in the air. The leaves are turning. The weather is changing. And Q4 panic has begun. #iheartebitda #fractionalCFO #budgetseason