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How Outsourced CFO Services Help Small Businesses Master Financial Planning

Outsourced CFO services give small businesses access to executive-level financial strategy—cash forecasting, KPI dashboards, scenario modeling, and fundraising support—at a fraction of the cost of a full-time hire. Learn when a fractional CFO makes sense, what they actually deliver, and how they help founders move from reactive bookkeeping to proactive financial planning and confident growth decisions.

What Your CPA Actually Does (And When You Need a CFO Instead) — Real Talk from a 25-Year Tax Partner

When Brandon Verner's business partner got sick overnight, their unfinished merger nearly collapsed. What saved him? The difference between having a CPA and having a finance system. A 25-year tax veteran reveals what CPAs actually do, when you need a CFO instead, and the one tax mistake costing you thousands.

EP 013 | Growth Under Pressure, Brandon Verner: Tax Advice for Small Business Owners

Brandon Verner, CPA and partner at Sumner with 25 years of experience, shares battle-tested tax advice for small business owners navigating growth, IRS audits, and keeping more profit. Real talk from the trenches.

EP 012 | Growth Under Pressure, Eileen Tobias: When Is Your SaaS Company Ready for an IPO? A CFO's Guide to Going Public

Learn the exact revenue benchmarks, KPIs, and financial processes CFOs use to prepare SaaS companies for IPO—from $2M to unicorn status.

EP 011 | Growth Under Pressure: How to Scale a Services Business from Meetup to $12M Pipeline: Annie Eaton

From hobby to $12M pipeline: How Futurus CEO scaled a project-based VR business through referrals, partnerships & recurring revenue—and survived dark cash crunches.