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As an experienced CFO, Mindy brought perspective to our financial process in a way that can help you in the future. She helped us achieve clarity of cash flow and budgetary constraints while going through our entire company and asking the hard questions. I should have hired her sooner!

Jeff Charette, CEO, Menuat 

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Money is Everywhere, and You are a Rockstar!

Money is everywhere!  Banks, investment firms, and alternative lenders are getting incredibly creative with their marketing tactics to find companies to purchase and invest in. CEOs and Founders can become exuberant and confident they are the next best thing since Uber – Unicorn status is right around the corner in this market. They are a… | Read the full article »

Be “The Man” – Respect the Need for Financial Infrastructure.

During an especially stressful day, I decided a Whole Foods Green smoothie was just the thing to help relieve the cortisol I felt building in my system.  Their green smoothie is one of my favorite drinks, I can just feel the goodness going down. I ran into Whole Foods, straight to the juice/smoothie counter.  There… | Read the full article »

The Playing Field Levels

Entrepreneurial growth companies, nonprofit agencies, and governmental organizations are all becoming alike in one way – they are seeking capital to carry forward their mission; however, they also compete for the same pool of high net worth individuals, venture capitalists, and private investors. From this evolution comes the new challenge for each American – to… | Read the full article »

Pay Yourself First

Working in a professional environment is overwhelming – there is always too much work to do and not enough time or resources to get it all done.  It is easy to convince yourself if you do one more task, your to-do list will look better in the morning.  That one thing can turn into a… | Read the full article »

The CFO – Your Financial Strategist

A CFO has the financial birds-eye-view to develop forward-looking strategic thinking; they understand different cash management policies to help through challenging times; they help prepare a company for both the known and unknown or unexpected financial obligations, using strategies that make sense for the circumstances. Do you launch bleeding-edge products? If so, you understand it’s… | Read the full article »

Why Should You Hire a CFO?

I have learned from my years as both a CFO and a business owner that many business owners who have not worked directly with a CFO, don’t understand the value they bring to steering the company’s future. When the CEO has a difficult time determining how to spend limited dollars, for example, they may decide… | Read the full article »

Don’t Expect Your CPA To Be Your CFO

I frequently see struggling businesses feel comfortable engaging a CPA to perform an audit, or use a bookkeeper to handle the financial processes of their company and provide monthly finance reports. As we delve deeper into the client’s concerns through probing questions, I often discover that neither the CEO nor the Board fully understands the… | Read the full article »

Deal Killer

Have you ever prepared for your workout but realized you had not done laundry, so you had no clean clothes or you could not find your tennis shoes?  Were you still motivated to go for the run after you did your laundry and found your shoes? Many of us would have lost interest due to the time delay. … | Read the full article »

Businesses are Using Decades Old Processes and Expecting 21st Century Results!

Organizations both large and small can get frustrated with the timeliness and quality of the information they receive from financial systems. Often, snap decisions are made to purchase a new system to solve the problem. Many times old processes are transferred into the new system. The new system then doesn’t work the way it was envisioned, costing the organization time and money. All of this could… | Read the full article »

Start With Simple

What do making your bed and pitching to potential investors have in common? According to Admiral William McRaven, in his book, Make Your Bed (available at Amazon.com), it’s the simple steps, taken each day, that achieve great results. To better link these two seemingly unrelated activities, consider this: Chief Executive and Financial Officers may feel… | Read the full article »