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Explore our growing library of videos, articles, and PDF resources to help you get the most value when hiring and working with a Chief Financial Officer.
Why CPA Firms Aren’t Built for Strategic Leadership—And That’s OkayArticleWhy CPA Firms Aren’t Built for Strategic Leadership—And That’s Okay
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
How Fractional CFOs Partner with CPAs to Drive GrowthArticleHow Fractional CFOs Partner with CPAs to Drive Growth
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
What to Expect When You Bring a Fractional CFO into Your BusinessArticleWhat to Expect When You Bring a Fractional CFO into Your Business
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
Cash Flow Forecasting Strategies for Seasonal and High Growth BusinessesArticleCash Flow Forecasting Strategies for Seasonal and High Growth Businesses
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
The Modern CFO – Strategic Leadership Beyond the LedgerArticleThe Modern CFO – Strategic Leadership Beyond the Ledger
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
Why the Best CFOs Lead with Soft Skills, Not Just SpreadsheetsArticleWhy the Best CFOs Lead with Soft Skills, Not Just Spreadsheets
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
CPA versus CFO – Clarifying the Roles in Your Financial EcosystemArticleCPA versus CFO – Clarifying the Roles in Your Financial Ecosystem
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
Keeping Your Business Financially Stable During a Merger or AcquisitionArticleKeeping Your Business Financially Stable During a Merger or Acquisition
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
CFO Time is MoneyArticleCFO Time is Money
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
How to Clean Up Messy Financial Data Before Your Next Funding RoundArticleHow to Clean Up Messy Financial Data Before Your Next Funding Round
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
Outsourced CFO versus Fractional CFOArticleOutsourced CFO versus Fractional CFO
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
Why More Private Companies Are Choosing Fractional CFOs Over Full Time HiresArticleWhy More Private Companies Are Choosing Fractional CFOs Over Full Time Hires
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
When do I need a CFO?ArticleWhen do I need a CFO?
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
CFO, Controller, and Bookkeeper Comparison GuidePDFCFO, Controller, and Bookkeeper Comparison Guide
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
CEO, CFO, COO Comparison GuidePDFCEO, CFO, COO Comparison Guide
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
Unlocking Remote CFO SuccessVideoUnlocking Remote CFO Success
Anna Hunter
Anna HunterPartner
Life as a Fractional CFOVideoLife as a Fractional CFO
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
How to Hire a CFOPDFHow to Hire a CFO
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
Hiring Rankin McKenzieVideoHiring Rankin McKenzie
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
Top 10 Misunderstood Financial Terms for SME LeadersArticleTop 10 Misunderstood Financial Terms for SME Leaders
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
Navigating the Impacts of Federal Reserve’s Monetary Policy on SMEs in 2024ArticleNavigating the Impacts of Federal Reserve’s Monetary Policy on SMEs in 2024
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
Understanding the Corporate Transparency Act: Navigating the New Era of Beneficial Ownership Reporting in the U.S.ArticleUnderstanding the Corporate Transparency Act: Navigating the New Era of Beneficial Ownership Reporting in the U.S.
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
The Focus of CFOs at Privately-Held CompaniesArticleThe Focus of CFOs at Privately-Held Companies
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
Year-End Planning: The Conversations You Should Have Already Had with Your CFOArticleYear-End Planning: The Conversations You Should Have Already Had with Your CFO
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
Fractional Executives are for Businesses Experiencing Growth and Transition – Regardless of SizeArticleFractional Executives are for Businesses Experiencing Growth and Transition – Regardless of Size
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
CFOs vs. Controllers: Understanding these Distinct RolesArticleCFOs vs. Controllers: Understanding these Distinct Roles
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
The Difference Between an external CPA firm and fractional CFO (and an interesting solution for employing both)ArticleThe Difference Between an external CPA firm and fractional CFO (and an interesting solution for employing both)
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner
5 Reasons You Might Need a Part-Time CFOArticle5 Reasons You Might Need a Part-Time CFO
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
5 Reasons to Write a Business PlanArticle5 Reasons to Write a Business Plan
Beth Mullaney
Beth MullaneyManaging Partner, Business Development
The Need for Small and Medium-Sized Businesses to Budget & ForecastArticleThe Need for Small and Medium-Sized Businesses to Budget & Forecast
Robert McKenzie
Robert McKenzieCo-Founder, Managing Partner

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