In the Media


CFO Perspective Has Been Featured In:

Here are links to articles that have ideas, tips, and stories from me.

Stop Competing on Price — Compete on Value on Entrepreneur

At What Income Level Should You Switch Your Side Hustle From A Schedule C Sole Proprietor To An LLC Or Corporation? on Forbes

How to Assess Whether a Small-Business Loan Will Work for You on Bloomberg Businessweek

10 Basic Accounting Terms Every Business Owner Should Know on American Express

How to Create Cash Flow Projections on American Express

How to Write a Business Plan on U.S. News and World Report

Should You Get a Business Credit Card? on U.S. News and World Report

What Are Cash Flow Statements? on

Integrating Financial Therapy within Family-Owned Businesses: A Theoretical Case Vignette with Recommended Strategies for Consulting with Copreneurs – This was a scholarly article for the Journal of Financial Therapy I co-authored with some of the leaders and legends in the field of Financial Therapy.

How Often Should Your Business Run Payroll? on

How to Apply (and Get Approved) for a Business Loan on

What Are the 5 C’s of Business Financing? on U.S. News and World Report

How To Find & Open The Right Bank Account For Your Small Business on Merchant Maverick

Launching a Startup? Here’s What You Need to Know About Financing on BuiltIn

Holiday Shopping Hacks You Aren’t Supposed to Know About, According to 4 Marketing Experts on NextAdvisor

How to Plan a Business Expansion Using Your Business Plan on bplans

How to Manage Expense Reimbursement on Business News Daily

What Is EBITDA? on Business News Daily

How to Write the Financial Section of a Business Plan on Business News Daily

Tools and Techniques to Help You Make Business Decisions on Business News Daily

10 ways you didn’t know your bank could save you money on Business Insider

Keeping Tabs on Your Business Finances and Avoiding Bankruptcy on LegalZoom

How to Choose the Right Business Structure for You on Legalzoom

When to Expand Your Business: 5 Signs It’s Time To Level Up on Funding Circle

How to Scale a Business: Strategies and Tips You Need to Know on fundera

Why the Best Bank for Your Startup May Be a Credit Union on Startup Savant

7 Disaster Preparedness Lessons for Your Business on Fundbox

9 Ways CFOs Can Maximize Liquidity Now on NetSuite brainyard

Break-Even Analysis: How Retailers can Calculate Break-Even Point on lightspeed

Tips for starting a business after retirement in Finder

How much can I get a business loan for? in Finder

How to Get Your Business Loan Application Approved in

What a Mortgage Prepayment Penalty Is and Who Has to Pay in Fit Small Business

What is EBITDA in FitSmallBusiness

Hidden Gotchas in Your Business Loan Repayment Terms in

Tips for Small Businesses Impacted by COVID-19 on Carol Roth

Simple Checklist Templates to Use Every Day: Advice from Top Executives on

What is Risk Management and Why is It Important? on UpJourney

5 tips for avoiding burnout in Journal of Accountancy

Starting a Business After 50: How to Manage the Financial Risk on nextavenue

Great Cost-Cutting Tips for Entrepreneurs on Carol Roth

Expert Opinions for Streamlining the Data Entry Process on Cognessol

23 Proven Ways to Reduce Operating Cost of Your Business Without Losing Efficiency on Enterprise League

5 Office Equipment Horror Stories on

Advantages of a Sole Proprietorship for Startups and Small Businesses on Business Credit Cards

Which Technologies to Integrate Into Your Financial or Legal Consulting Business on MightyCall

The Ultimate 2021 Guide for Every CFO | 9 Expert Opinions on EBizCharge

What Does an Accountant Do? Ask the Experts on Accounting to Taxes

16 Real-Life Examples of Examples of Ethical Dilemmas on UpJourney

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