Latestcfo services
What a CFO Does Differently During Budget Season
Discover how a CFO's budget season approach differs from daily finance tasks, and how fractional CFO support can guide your business's growth strategy.
By Bill Gerber · Oct 9, 2026
7 Signs Your Business Has Outgrown Its Bookkeeper
Slipping closes, missing reports, and single points of failure signal it's time for a scalable accounting solution. Learn the 7 warning signs.
Dennis Najjar · Oct 8, 2026
The Q4 KPIs That Predict Whether You'll Hit Your Annual Goals
Discover the 5 Q4 KPIs that reveal whether your business will hit its annual goals, from cash flow accuracy to revenue pipeline coverage.
Bill Gerber · Oct 8, 2026
How to Close the Books Faster in NetSuite Before Year-End
Get a step-by-step checklist to speed up your NetSuite year-end close and avoid the December scramble. Start preparing now.
Bill Gerber · Oct 6, 2026
The Exit Strategy Mistake That Can Cost Owners Millions
Poor financial reporting can quietly cost business owners millions during an exit. Learn how to protect your valuation before buyers come knocking.
Dennis Najjar · Oct 1, 2026
How a CFO Service Turns Financial Data into Business Strategy
Discover how a CFO service transforms financial data into actionable business strategy—and why it matters for growing SMBs this fall.
Dennis Najjar · Sep 30, 2026
Revenue Per Employee and Other KPIs Professional Services Firms Should Track
Discover the niche KPIs—like revenue per employee and realization rate—that professional services firms need beyond basic financial statements.
Bill Gerber · Sep 28, 2026
5 Signs Your NetSuite Implementation Needs a Second Look
Inconsistent reports? Slow closes? Discover 5 signs your NetSuite setup needs optimization, and how a health check can help.
Bill Gerber · Sep 25, 2026
Profitable on Paper, Broke in the Bank: The Professional Services Cash Trap
Learn why profitable firms run out of cash and how WIP and unbilled time create the gap—plus strategies to fix it.
Dennis Najjar · Sep 24, 2026