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Read more about the article What Manufacturing Taught Me About Being a CFO

What Manufacturing Taught Me About Being a CFO

  • Post author:Gershon
  • Post published:October 21, 2026
  • Post category:Articles

By: Rik Katz | Portfolio CFO

Continue ReadingWhat Manufacturing Taught Me About Being a CFO

Budget vs Actual: How to Read and Act on Variances

  • Post author:TrioSEO
  • Post published:October 19, 2026
  • Post category:Articles

A CFO's guide to reading a budget vs actual report: which variances to chase, which ones to ignore, and what each gap is actually telling you to change.

Continue ReadingBudget vs Actual: How to Read and Act on Variances

How to Build and Use a 13 Week Cash Flow Forecast

  • Post author:TrioSEO
  • Post published:October 19, 2026
  • Post category:Articles

A fractional CFO explains how to build and use a 13-week cash flow forecast, so you can see cash shortfalls weeks ahead and keep your business liquid.

Continue ReadingHow to Build and Use a 13 Week Cash Flow Forecast

CFO vs Controller: What Your Business Actually Needs

  • Post author:TrioSEO
  • Post published:October 19, 2026
  • Post category:Articles

cfo vs controller comes down to accurate accounting versus financial strategy. Here is what each role does, how they differ, and which one to hire first.

Continue ReadingCFO vs Controller: What Your Business Actually Needs

Questions to Ask a Broker When Selling Your Business

  • Post author:TrioSEO
  • Post published:October 19, 2026
  • Post category:Articles

A fractional CFO on the real questions to ask a broker when selling a business, so you can vet the right advisor and protect your after-tax net proceeds.

Continue ReadingQuestions to Ask a Broker When Selling Your Business

Selling a Business: How to Prepare for a Stronger Exit

  • Post author:TrioSEO
  • Post published:October 19, 2026
  • Post category:Articles

Selling a business goes better when you prepare years ahead. The founder of a fractional CFO firm explains how to make it sellable, value it, prove the numbers, and close.

Continue ReadingSelling a Business: How to Prepare for a Stronger Exit
Read more about the article Why Cost Accounting Matters More Than Most Business Owners Realize 

Why Cost Accounting Matters More Than Most Business Owners Realize 

  • Post author:Gershon
  • Post published:July 21, 2026
  • Post category:Articles

By: Gershon Morgulis | Founder & Partner & Marty Latman | Portfolio CFO

Continue ReadingWhy Cost Accounting Matters More Than Most Business Owners Realize 
Read more about the article Is AI Really Revolutionary… or Just Better Marketing? 

Is AI Really Revolutionary… or Just Better Marketing? 

  • Post author:Gershon
  • Post published:June 26, 2026
  • Post category:Articles

By: Gershon Morgulis | Founder & Partner

Continue ReadingIs AI Really Revolutionary… or Just Better Marketing? 
Read more about the article How to Protect Your Business from Accounts Receivable Problems

How to Protect Your Business from Accounts Receivable Problems

  • Post author:Gershon
  • Post published:June 25, 2026
  • Post category:Articles

By: Gershon Morgulis | Founder & Partner & Rik Katz | Portfolio CFO

Continue ReadingHow to Protect Your Business from Accounts Receivable Problems
Read more about the article How Due Diligence Timing Affects Deal Outcomes

How Due Diligence Timing Affects Deal Outcomes

  • Post author:Gershon
  • Post published:March 16, 2026
  • Post category:Articles

By: Gershon Morgulis | Founder & Partner

Continue ReadingHow Due Diligence Timing Affects Deal Outcomes
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Recent Posts

  • Business Health Series – The End of Year Checklist: Prepare Your Business for 2027
  • What Manufacturing Taught Me About Being a CFO
  • Budget vs Actual: How to Read and Act on Variances
  • How to Build and Use a 13 Week Cash Flow Forecast
  • CFO vs Controller: What Your Business Actually Needs

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