Got a minute? Read something written by a CFO, not a marketer.

Built right, a founder’s Roth position can outrun the qualified small business stock exclusion entirely. Built late, it cannot be fixed.

Vendors are pitching stablecoin programs to community banks and credit unions. Before committing, understand the quieter, more deposit-friendly alternative regulators recently put on firmer footing.

Highlights from "Critical Legal Issues Every SMB CFO Manages", and the exposures that reach finance before they reach counsel.

What to consider about the real estate debt cliff, and what to have modeled before your lender asks.

Five strategic questions for leaders of arts and cultural nonprofits to assess whether their financial operations can support their future work.

Ten essentials for credit union leaders heading to the Annual Governmental Affairs Conference.

OBBBA restores immediate expensing for domestic research costs, creating retroactive refunds for 2022 through 2024 and go-forward savings from 2025.

Webinar presentation with MedTech Innovator & BioTools Innovator with panelist, Kevin Sarney

The CFO and financial staffing crisis in credit unions, and what to do while the seat is empty.

The challenge is not choosing the right technology. It is aligning technology investment with financial discipline, member trust, and long-term strategy.

The top ten effects of OBBB tax law on small businesses, and which ones change what you owe this year.

Kevin Sarney on Big4Bio: the uncertainty biotechs face, the need for capital efficiency, and getting to a fundable milestone.

Identifying strengths, uncovering gaps, and producing actionable recommendations to optimize your finance and accounting functions.

When does it make sense to bring in a fractional CFO or Controller to supplement your team? Start with what you are currently managing.

Understanding this technology is not just about staying informed. It is about safeguarding your institution’s future profitability and relevance.

Dashboards, scenario planning, and real-time KPIs that turn raw data into decisions you can make faster than the market moves.

Many firms find themselves unprepared for the quarterly reporting the SEC requires once the excitement of going public has passed.

Why startups are turning to fractional CFOs, controllers, and FP&A specialists to scale smartly with lean teams and limited resources.

The Urban Institute reports that in every state, 60 to 80 percent of nonprofits relying on government grants would be at financial risk. Strategies for leaders holding that exposure.

Jack McCullough of The CFO Leadership Council, and a member of our Advisory Board, on the economic landscape and policy outlook facing finance leaders.

As biotech startups navigate critical growth phases, financial complexity intensifies and fractional CFO services become invaluable.

Key considerations and a suggested timeline if you are planning a potential public offering, plus an overview of FinCEN’s Beneficial Ownership Information filing.

A session built explicitly for senior executives and leaders in the credit union sector, on the pressures reshaping the balance sheet.

Three areas to review before year-end renewals: directors and officers, clinical trial, and cyber insurance. Early planning decides the premium.

Five things worth doing with the quieter weeks, before the fourth quarter decides them for you.

Understanding potential tax-saving strategies is crucial. One of them is the Massachusetts Security Corporation, and it has to be set up before the raise.

Indirect costs cannot be attributed to a specific product, service, or grant. Getting a negotiated rate agreement right decides how much of them a funder covers.

Dorcas Riley joins the firm as Nonprofit CFO.

Seven areas of expertise an insightful CFO brings to a small business, and what each one is worth once it is in place.

Five topics to raise with a CFO candidate, and what a good answer to each one actually sounds like.