Insights
Insights
Notes on running on weekly numbers, building a real CFO function inside a $1M-$5M business, and the bookkeeping that has to come first.
2026-08-30 · 8 min
Bookkeeper, Controller, or CFO: What a $1M-$5M Business Actually Needs
The finance ladder has real rungs and most owners are sold the wrong one. What each role actually does, what it costs, and how to buy the function without the headcount.
2026-08-30 · 7 min
Why Cash Is Tight When the P&L Looks Fine
Profitable on paper, sweating payroll in real life. The four places profit hides on its way to your bank account, and the forecast that makes the squeeze visible early.
2026-08-30 · 7 min
"Can We Afford This Hire?" Is a Cash Question, Not a P&L Question
The most expensive mistake in the $1M-$5M range is a hire made off the P&L. Runway, ramp time, and a reversibility test instead of a gut feel.
2026-05-19 · 8 min
The 7 KPIs Every $1M-$5M Owner Should Watch Weekly
Most owners check their numbers once a month, then wonder why surprises hit them in week three. The seven things you should be reading every Monday morning.