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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Inflation is About More than Higher Prices for CFOs

Inflation is About More than Higher Prices for CFOs  Go to any grocery store, restaurant, hotel, or gas station and it’s clear that 2022 is giving new meaning to the word inflation. In fact, inflation in the United States has soared to its highest point in 40 years. Between the supply chain disruptions, labor shortages,… | Read the full article »

Cash Plus Cultural Literacy

Cash Plus Cultural Literacy  What Private Equity Needs in Lower Middle Market Deals   Last year was a record year for private equity. With pandemic related stimulus, there was an increase in dealmaking and exits, as well as new records in deal values. But the drastic increase in inflation, along with extensive supply chain disruptions throughout the… | Read the full article »

Credit Check – It’s National Credit Education Month

Credit Check – It’s National Credit Education Month  March is National Credit Education Month. If you’ve ever applied for a credit card or a car loan, you know the importance of having good credit. At its foundation, it demonstrates to a lender how likely it is that you will repay your debt on time. Having… | Read the full article »

Adaptability – the Key to Leadership (and Business) Success

Adaptability – the Key to Leadership (and Business) Success  Our world is in constant flux. We know that. We hear it. We see it. We feel it. But what does that truly mean for businesses? Why have some thrived through this prolonged disruption, while others have succumbed to it? What exactly sets them apart?  Answering… | Read the full article »

Be the Most Positive Person in the Room – From Leadership to Clients to Pitching Investors, Positivity Pays

Be the Most Positive Person in the Room From Leadership to Clients to Pitching Investors, Positivity Pays  We’ve experienced burnout and a mental health crisis like we’ve never seen before. Truthfully, we’ve had a rather bleak outlook for a long time. For business leaders and/or entrepreneurs, there are even more stressors. Not only do we have… | Read the full article »

Remote CFOs – Is Success Really Possible?

Remote CFOs – Is Success Really Possible? It’s All a Matter of Trust  More people are adjusting to the idea that our “new normal” includes remote work in some capacity. And this realization brings along new considerations, including which positions are better suited for remote work and the opportunity to attract additional top talent in various… | Read the full article »

Shifting Five Thoughts for a More Strategic Mindset

Shifting Five Thoughts for a More Strategic Mindset  We’ve talked about the transition workplaces are going through – from employees resigning in record numbers to the emphasis on employee experiences to the shift in hiring philosophies that prioritize skills over experience. Many employers are working diligently to fill the consequential gaps from those who left… | Read the full article »

When It’s Time to Outsource a CFO

I often get asked about why companies should outsource CFO services. As small- to medium-sized businesses grow, they need additional financial resources, including data and expertise to help them better understand the company’s financial health, plan where they can feasibly go based on that health, and improve performance overall. In the past, many companies reaching… | Read the full article »

The Prioritization of Employee Experience in 2022

The Prioritization of Employee Experience in 2022  We’ve been inundated with various headlines regarding the Great Resignation. And while they all have different perspectives, one commonality exists – the value placed on employee experience. Employees are making it very clear that while money is important, it isn’t everything. They want to be valued and appreciated,… | Read the full article »

New Year; New Budget

New Year; New Budget Maintaining Control Over the Organization’s Finances  It’s January. Your new calendar is in place. There is a renewed sense of energy among the team. A fresh start for your business awaits. Your organization has its yearly goals (or you are in the process of developing them), and it appears to be full… | Read the full article »