Recent Posts
Establishing the Vision: The Key to Gaining Market Share
After several decades serving as a CFO, I’ve seen firsthand how a clearly established vision is the engine that propels organizations toward growth and greater market share. In today’s competitive landscape, particularly for small and midsized businesses (SMBs),...
Fueling Growth in SMBs: The Power of Aligning Vision, Culture, Capital, and Market Opportunity
I’ve worked with a number of small and mid-sized businesses as a CFO over the last 12 years. Unlike large enterprises, SMBs often operate with leaner resources and tighter margins (but not always!), making the path to sustainable growth more complex. However, one of...
Why Smart Businesses Treat Tax Planning as a Year-Round Strategy
Imagine discovering just days before the tax deadline that you've missed out on thousands in deductions, overpaid estimated taxes, or failed to leverage a credit that could have boosted your profits. This scenario is common for business owners who view taxes as an...
“Whole Company” Financial Planning and Analysis
“Whole company” financial planning empowers departments to own their budgets, align with strategy, and adapt quickly. This shared responsibility builds accountability, boosts performance, and minimizes surprises—leading to smarter decisions and long-term success.
Welcoming Our Newest Partners to the Florida CFO Group
We are committed to assembling a team of top-tier financial professionals dedicated to helping businesses thrive. That’s why we are excited to welcome three exceptional new partners—Brent Elliott, Diana Doty, and Steven Weldon—who bring extensive expertise in financial strategy, growth management, and operational excellence. Their diverse backgrounds strengthen our ability to support businesses in navigating financial challenges and seizing new opportunities.
Is Your Business Prepared for Economic Uncertainty?
Eventually, the economy will turn—it always does. In recent years, we’ve faced the housing boom and bust, the global pandemic, rising inflation, and higher interest rates. It’s hard to predict when the next economic downturn will happen. Uncertainties about taxes,...
Riding the Risk Wave: How Florida’s Insurance Market is Adapting to Stormy Times
Florida’s insurance market is changing fast, with Excess & Surplus (E&S) carriers taking the lead in covering high-risk properties. Is this a crisis fix or a long-term shift? Learn what business leaders need to know.
Touchdowns and Takeovers: What the NFL Playoffs Teach Us About Crushing It in Business
Think the NFL playoffs are just for football fans? Think again. Learn how adaptability, teamwork, and resilience in the field can drive success in your business playbook.
Are the Big Four Too Big to Govern? PwC’s Scandal Reveals a Crumbling System
Imagine being responsible for billions of dollars, yet no one can keep you accountable. That’s the dangerous reality PwC, one of the world’s largest accounting firms, faces today. Their recent scandal in China, involving Evergrande’s $80 billion fraud, has rocked the...
Lessons from the Ghost Town Vacation: Why Your Business Strategy Shouldn’t Get Spooked!
What can a haunted vacation teach us about business strategy? Join us as we explore lessons in planning, adaptability, and resilience inspired by a ghostly trip to Fossa, Italy.