Insights from a
finance whisperer

Up and Running

The Only Donut Shop in Town: Common Risk Scenarios for Small Businesses, Part 1

Small businesses face risky scenarios ALL. THE. TIME. If you need help, call me and we’ll workshop it together.

Up and Running

Entrepreneurial Whack-A-Mole

Running a business is just a never-ending game of Whack-A-Mole. So what’s an entrepreneur to do?

The Bigger Picture

My Attitude on Platitudes

When I started my business, I got a lot of unsolicited advice and most of it came in the form of platitudes. I pulled a few out to share (and rip apart).

WTF

WTF: Zero-Based Budgeting

Don’t be afraid to use zero-based budgeting. It’s not as scary as it sounds. Call me. I’ll help you.

Business Finance Basics

Your Budget is not the Boss of You

Confused about how to use your budget as a touchstone, while adapting to the realities of your day-to-day business? Good. That’s why I’m here. Let’s talk it through together.

Business Finance Basics

How to Build a Budget

If you don’t know how to start building your budget — or what to do with it once you have one — let’s talk it through.

Business Finance Basics

YES, You Really Do Need a Budget

If you hate the B word, call it a roadmap or a guide or a flergenbergen. You Really Do Need a Budget!

All about Fractional CFOs

Notes From the Dungeon

Do your books need to be whipped into shape?

Up and Running

How to Raise Prices on Legacy Clients Without Ever Talking About It

How to Raise Prices on Legacy Clients.