Ideas from inside the work

The Huddle.

Practical financial guidance, honest leadership coaching, lessons from the field, and useful ideas for building a healthier business.

Featured · Financial Clarity

Your revenue grew.
Why doesn’t the cash
feel better?

Growth consumes cash before it creates it. Here are five places I look when the income statement says one thing and the bank balance seems to say another.

Read the huddle →

See what the work
actually looks like.

Anonymized stories from active and recent engagements—what we found, what we changed, why it mattered, and what comes next.

Inside the WorkSeptember 1, 2026
ITW 01

Rebuilding the accounting function inside a growing landscaping company

How we are connecting accounting, field operations, job costing, billing, and ownership so leadership can trust the numbers and act on them.

8 min read · Read the story →
Inside the WorkSeptember 1, 2026
ITW 02

Building a business operating system for a growing day spa

Why we started with mission, vision, values, ownership, and seat clarity before asking the team to commit to new goals.

7 min read · Read the story →
Inside the WorkSeptember 1, 2026
ITW 03

What Controller-level oversight changes in outsourced bookkeeping

Accurate transactions matter. But growing businesses also need someone to own the close, question the results, improve the process, and help the team use the information.

6 min read · Read the story →

Ideas you can
put to work.

No recycled theory. Just perspective, questions, and tools drawn from decades spent helping real businesses and real teams grow.

Financial ClarityAugust 24, 2026
01

Your revenue grew. Why doesn’t the cash feel better?

Five places to look when a growing company is profitable on paper but still feels cash-constrained.

6 min read · Read article →
Behind the WorkAugust 19, 2026
02

What a clean month-end close actually changes

A close isn’t an accounting ritual. It is the foundation for decisions.

5 min read · Read article →
Leadership CoachingAugust 12, 2026
03

Your team may not need more accountability

Sometimes the real problem is that nobody has clearly defined what ownership looks like.

4 min read · Read article →
Operating SystemsAugust 5, 2026
04

Before you redesign the org chart, define the work

Titles won’t solve role confusion. Start with the core functions the business must perform well.

7 min read · Read article →
TalentJuly 28, 2026
05

Don’t hire a Controller until you answer this question

The same title can describe very different jobs. Get clear on the outcome before you begin the search.

5 min read · Read article →
From SarahJuly 21, 2026
06

Why I’ll always be happy to talk shop

The best advisory relationships begin with curiosity, candor, and a willingness to understand the whole business.

3 min read · Read article →

The lesson is public.
The trust is protected.

We share insights from our work without exposing a client’s private financial information, internal challenges, or identity. When a company is named, it is always with clear permission.

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