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Who to Hire / Operating and finance leadership

Operating and finance leadership

Where the books, the cash, and the operating plan get an owner. The lists are Operating diagnostic, Fractional CFO, Bookkeeping and monthly close, FP&A and reporting software, Inventory and working-capital financing, and Sales tax. Each one names the firm I would call first, then a few alternatives.

Operating diagnostic

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When I need someone who's run a brand to say what's actually broken.

Fractional CFO

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When the operating plan needs a CFO, not another tool.

Bookkeeping and monthly close

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When the close should land every month.

FP&A and reporting software

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When the forecast should live outside a spreadsheet.

Inventory and working-capital financing

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When inventory needs cash that isn't equity.

Sales tax

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When registrations and filings need an owner.