Insights
Blog
Thoughts on CFO strategy, financial systems, technology, and building companies.
When Does a Growing Company Need an Interim CFO?
Is your finance function keeping pace with your growth? Learn to spot the strategic and operational signals that indicate your company needs an interim CFO.
From Hours to Minutes: Automating Bank Reconciliation with matchdata.ai
Manual bank reconciliation works at fifty transactions and breaks at five thousand. Here's how I automate it with matchdata.ai — and why the time savings are the least interesting part.
When to Bring in a Fractional CFO: Signals Most Founders Miss
Most early-stage companies wait too long to add finance leadership. Here are the operational and capital signals that say it's time.
Multi-Source Reconciliation: Matching Across Ledgers, Banks, and Processors
When the same transaction lives in four systems with four keys, matching is a data problem first. Here's how I chain matchdata.ai jobs to reconcile across banks, processors, and the GL.
Revenue Recognition Is Where Most Startups Quietly Bleed
SaaS, multi-year deals, and usage-based pricing all create recognition traps. Here's how to find them before your auditor or a buyer does.
Using LLMs to Automate the Monthly Close: A Practical Playbook
Large language models won't close your books for you — but they can eliminate the repetitive 80% that makes the close drag.
Streamlining Complex Reconciliations with matchdata.ai
Reconciliation is where clean reporting lives or dies. Here's how I use matchdata.ai to reconcile across banks, processors, and subledgers — and cut a two-week cleanup to an afternoon.
The 409A Valuation Question Every Founder Gets Wrong
Cheap 409As create expensive problems. Here's what actually drives a defensible common-stock valuation.
Building KPIs That Make Your Company More Agile
Most dashboards report the past. The KPIs that matter tell you what to do next.
Is It Time to Move Off QuickBooks? A Decision Framework
The migration is painful and expensive — but staying past the point of diminishing returns is worse.
What a Buyer Actually Looks At in Diligence (And How to Prep)
A buyer's diligence team has a short list of things that actually kill or reprice deals. Here is what they check first, in what order, and what to fix before they arrive.
Why Every Tech Startup Needs a Fractional CFO
Discover how fractional CFO services can transform your startup's financial foundation without the cost of a full-time executive.
From Spreadsheets to Systems: Modernizing Your Financial Stack
A practical guide to upgrading from basic accounting tools to enterprise-grade financial systems.
Clean Data: The Foundation of AI-Driven Business Intelligence
How data quality directly impacts your ability to leverage AI for business decisions, and what you can do about it.
Why Every Growth-Stage Company Needs a Fractional CFO
As companies scale from startup to growth stage, financial complexity increases exponentially. A fractional CFO brings institutional-grade financial leadership without the full-time cost.
Cash Forecasting With Multiple Scenarios: A CFO's Approach
A single forecast is a guess. A scenario model is a decision tool.
From Spreadsheets to AI: The Evolution of Business Intelligence
After nearly 40 years of programming and financial analysis, I've seen the tools evolve dramatically. Here's where we are and where we're heading.
Cleaning Your Data Before You Clean Your Reports
Better dashboards won't fix bad data. Here's the order of operations that actually works.
5 Signs Your Startup is Ready for Institutional Investment
Institutional investors have high expectations for due diligence. Here are the key indicators that your company is ready to pursue that next round.
Should You Use a PEO? The Cost/Benefit for Early-Stage Companies
PEOs simplify hiring and compliance — but the economics flip at a headcount most founders don't anticipate.
AI-Driven Business Intelligence: What CrushErrors Is Building
At CrushErrors.com, we're rethinking how organizations interact with their data. Here's a look at the problem we're solving and why it matters.
How to Make Your Business Ready for Investor Due Diligence
When institutional investors come knocking, the state of your financial records will make or break the deal. Here's how to prepare before that call comes.
The Hidden Power of Excel: Beyond Basic Spreadsheets
After 40 years of programming, I still find Excel to be one of the most powerful tools in any CFO's arsenal — when used correctly. Most people barely scratch the surface.
Why Every Growing Startup Needs a Fractional CFO
Most founders wait too long before bringing in serious financial leadership. Here's why a fractional CFO can be the difference between scaling successfully and running out of runway.
Why Every High-Growth Startup Needs a Fractional CFO
Most early-stage companies can't afford a full-time CFO — but that doesn't mean they can go without one. Here's what a fractional CFO actually does and why it matters.
From QuickBooks to NetSuite: When (and How) to Make the Switch
QuickBooks works great — until it doesn't. Here's how to know when you've outgrown it, and what a smooth migration to NetSuite actually looks like.
CrushErrors: Building a SaaS Company While Working as a CFO
The origin story of CrushErrors.com — how a CFO's frustration with data quality led to a patented SaaS product.