Blog: Insights From the Fastlane

Not every business can afford a full-time CFO—but every business deserves CFO-level insight. Here are five simple tips that our clients use to get control of their numbers and strengthen their bottom line. 1. Cash Flow > Profit Don’t confuse “profitable on paper” with “money in the bank.” Track your inflows and outflows weekly. Many good compani

California Expands Retirement Plan Mandate 🚨 Action needed by December 31, 2025 California has expanded its retirement mandate to the smallest employers. If you have even one W-2 employee (other than the owner or owner’s spouse) and do not sponsor a qualified plan, you must either (a) adopt a private plan (e.g., 401(k), SIMPLE IRA) or (b) register

Most entrepreneurs start with passion and grit. What they usually don’t start with is a seasoned CFO in their corner. That’s where the cracks begin to show: cash flow headaches, tense bank conversations, stalled growth, or even a looming sale that could leave money on the table. A boutique CFO firm like ours exists to fix that gap. We bring executi