Blog

Catch the latest financial news, industry insights, company announcements, and more from AdaptCFO.

Aperiam harum

Why Your Month-End Close Process Is Taking Too Long

Most teams still take 8–10 days to close, which slows decisions and burns out staff. This post pinpoints the real bottlenecks—manual entry, inconsistent processes, late data, spreadsheet sprawl—and shows how to fix them with automation, a standardized checklist, clear owners and deadlines, pre-close reviews, and real-time dashboards. Result: faster, cleaner financials and a finance team that spends time on analysis, not data wrangling.

EP 007 | Growth Under Pressure: From infantry veteran to Dragons’ Den to exit: A founder's unconventional journey, with Jon Caldwell

Episode 007 — Growth Under Pressure: From infantry to founder, Jon Caldwell built a pet brand to a profitable exit, survived a Dragons’ Den delay by self-funding through a software sales role (120% quota), and now runs 3Victor. He explains why disciplined execution beats perfect strategy, shares a B2B growth order (outbound → content → paid), and stresses focus over shiny objects.

What is Gross Margin? A Simple Guide That Actually Makes Sense

Revenue looks flashy, but gross margin shows what you actually keep after COGS. This guide explains the formula, clears up margin vs. markup, and shows how to use margin trends for pricing, product mix, and ops decisions. Includes industry benchmarks, quick conversions between markup and margin, and practical steps to lift margins with better cost control, pricing, and visibility.

The Hidden Mistakes in General Ledger Reconciliation

Most “minor” GL reconciliation mistakes quietly distort reports and decisions. This guide flags the 8 hidden errors that trip up even seasoned teams, then shows how to fix them with monthly cycles, checklists, variance reviews, tight audit trails, and automation that cuts time from days to minutes. Read it to turn reconciliation from a burden into a competitive advantage and build a finance engine you can trust.

EP 006 | Growth Under Pressure: The $500M founder’s hard lesson: build your finance system before it breaks, with John Olsen

Episode 006 of the Growth Under Pressure podcast: John Olsen, who built EncompassRx to $500M before exiting to CVS, explains how rapid growth nearly broke the company and why rebuilding three years of books became the turning point. He shares lessons on founder accountability, audit-ready finance from day one, and simple routines that keep teams calm under pressure.