Insights
Insights & resources.
What we see across $15M–$80M B2B finance functions — the patterns, the costs, and the fixes.
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What Outsourced Accounting Actually Costs vs. Hiring In-House
Key takeaways A growing business looks at a $90,000 controller salary, compares it to a monthly fee, decides the salary buys a person while the fee is merely an expense, and books the hire. The salary is the smallest number in that decision. Benefits, payroll taxes, and paid time off add roughly 30% on top…
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Bookkeeper vs. Controller vs. CFO: Which Does Your Business Actually Need?
Key takeaways A $14M services company we reviewed last year ran payroll for 60 people, carried three bank accounts, and closed its books on the 22nd of the following month. The owner had hired a strong bookkeeper and assumed the next move was a CFO. It was not. The books were late and the controls…
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The anatomy of a slow close
The 7 close-cycle bottlenecks compressing operating margin at B2B firms, and what a 7-day close actually looks like.
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It’s the Night Before Your Board Meeting and Your Books Aren’t Ready. Again.
Key takeaways It is 9 p.m. the night before the meeting, the deck has a slide titled “Financials,” and the numbers behind it are still moving. The bank feed has six unreconciled lines, two vendor bills landed this morning for last month’s work, and nobody is sure whether the revenue figure ties to the contracts.…
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You think your margins are 70%. What if they actually 45%?
Key takeaways A services company reported a 70% gross margin on a $4M revenue line and priced a decade of discounts against it. The real number was 45%. The 25 points went missing in plain sight: a fulfillment team’s wages booked under payroll, card fees swept into a bank-charges account, and software billed to the…
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Your revenue is growing. So why doesn’t it feel like you’re keeping more?
Key takeaways A founder we worked with grew revenue from $6.2M to $8.4M in a year and ended that year with less cash in the bank. Sales were up 35%. The checking balance was down. Nothing had been stolen and no one had made a reckless decision. The money had simply gone where the income…