The Weekly Cash Meeting: Who Sits In It and What 30 Minutes Has to Cover
Forecasts rarely fail on the maths. They fail because nobody owns collecting the inputs. Here is the 30 minute weekly cash meeting that fixes it.
Category: fractional cfo
SBA Lenders Hit a 30 Year Low. The Small Loan Is Not Coming to Close Your Cash Gap.
SBA 7(a) participating lenders fell to 1,141, a 30 year low, and sub $500K loans dropped roughly 38%. The credit backstop for slow collections has thinned.
Cash Flow Analysis Tools for Accountants Managing Multiple Clients
The constraint in a practice is minutes per client per month, not features. Nine multi-client requirements, and where software stops helping.
Debt Service: The Structures That Quietly Break a Cash Flow Forecast
Merchant advances debit daily, factoring reserves follow your customer, balloons land in a single week. One monthly loan row hides all three.
What OpenAI’s Agentic Finance Team Reveals About Where AI CFO Tools Are Headed
OpenAI’s own finance team is running agentic workflows internally and building enterprise tools with PwC. Here is what that direction means for fractional CFOs.
The SBA Just Doubled Its Loan Ceiling. Is Your Cash Flow Forecast Ready to Back Up the Ask?
The SBA doubled its combined loan ceiling to $10 million. Here is what a lender-ready cash flow forecast actually needs before you apply for one.
What Cooling Employment Numbers Mean for Your Clients’ Cash Flow
Small business employment fell across every sector and region in June 2026. Here’s how advisors should bring that into their next client meeting.
The Fractional CFO Shortage Is a Distribution Problem, Not a Talent Problem
The fractional CFO shortage is not a talent gap. It is a capacity ceiling caused by manual data work that better tooling can raise significantly.
Finoya and Karbon: Why Accounting Firms Use Both
Karbon manages tasks, deadlines, and client communication. Finoya forecasts cash flow and models scenarios. Firms running both cover different jobs, not one.
Where Accountants Should Actually Start With AI
Most accountants thinking about AI do not need a strategy. They need one starting point. Here is the practical first step that works with existing clients.