Notes
Notes on financial leadership
Short, practical pieces on the questions owners ask before they call: when to hire senior finance help, who does what, and how to read the numbers.
Controller
When does a growing business need a controller?
Seven signs the books have outgrown the person keeping them, and when fractional beats full-time.
Read the noteFinance roles
Bookkeeper, accountant, controller, CFO: who does what
What each of the four finance roles owns, and how to tell which one is missing.
Read the noteReporting
Management P&L vs. tax P&L: why they never match
Why the tax return is the wrong report to run a business from, and how to build the right one.
Read the noteJob costing
How to build an overhead rate for a contractor or trades business
A five-step method for pricing jobs so the estimated margin is the margin you keep.
Read the noteNext step
Start with a free 30-minute consultation
Send last month's P&L and balance sheet. I'll tell you the two things I'd fix first. No pitch deck.