Financial thinking, written down.

Decision-Making

Latest

Bookkeeping, cash management and fractional CFO in one firm

What to expect when one firm runs bookkeeping, cash management and fractional CFO work for a $1M to $25M founder-led company, and what it costs.

October 8, 2026 · Taylor White

Partners

Why portfolio company financial models break

Most funds tell portfolio companies to clean up their numbers. That fixes the cheapest of three separate problems. What to require at seed and Series A instead.

September 9, 2026

Decision-Making

How to choose a pricing model for your business

Five pricing structures and what each does to cash timing, margin and forecastability, plus where value-based pricing belongs.

September 3, 2026

Raising & Borrowing

Pre-money vs. post-money valuation and dilution

Three terms decide what a round costs you in ownership. The option pool is the one nobody negotiates, and "5%" means two different numbers depending on what it is 5% of.

August 20, 2026

Decision-Making

When do you need a controller?

The signals that you’ve outgrown bookkeeping, what a controller changes, what the role really costs against BLS wage data, and why the decision lands late.

August 18, 2026

Decision-Making

Job profitability: what a deal really nets

A project priced at 20% margin can land at 3% once discount, scope creep and payment terms are counted. How to see the real number before you sign.

August 15, 2026

Decision-Making

What a fractional CFO does, and when you need one

Most owners hire a bookkeeper when they need a strategist. What each role does, what it costs, and how to tell which one you need.

August 13, 2026

Operations

Bookkeeping for professional services firms

Standard bookkeeping is organized around the tax return. For an agency that hides what matters: which work earns, and what each team costs.

August 11, 2026

Decision-Making

Break-even: the number most owners calculate wrong

Most break-even calculations understate the real number, usually for two specific reasons. How to work out the version that changes a decision.

August 7, 2026

Forecasting

How to build a small business budget that works

Most company budgets are aspirational fiction. How to build one anchored to operating drivers, so it guides a decision instead of decorating a folder.

August 5, 2026