Resources
Honest writing for small business owners.
Field notes from a fractional CFO firm. Written for contractors, trades, and law firm owners, but useful for any small business that takes its numbers seriously.
The Fractional CFO Cost Guide: What You Should Actually Pay in 2026
An honest, firm-agnostic guide to fractional CFO pricing: what the typical engagement costs, what drives the number up or down, how to evaluate ROI, and the red flags to avoid.
Trust Account Reconciliation for Law Firms: A Compliance Survival Guide
The definitive practitioner's guide to IOLTA trust account reconciliation: the three-way requirement, common reconciliation errors that trigger bar discipline, and a monthly checklist to stay compliant.
WIP Reporting for Contractors: What Owners Actually Need to Understand
A plain-English explanation of work-in-progress reporting for construction business owners: what it is, why your lender and bonding company care, and where it usually goes wrong.
7 Cash Flow Mistakes That Are Killing Your Construction Business
Seven cash flow mistakes I see over and over in $1M–$10M construction businesses, and how to fix each one without overhauling your whole operation.
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