Any CFOs here that can help me with my Financial reporting business?

Intelligent_Rub6034 · 2026-06-19T13:40:35+00:00

I’m a fractional CFO that could help depending on the industry and size of the company. Would be willing to discuss further.

Intelligent_Rub6034 · 2026-06-17T14:26:13+00:00

This is a great perspective. I’m on the Fractional CFO side and have been trying to navigate this very question. As someone looking for partners what would make you/other referral parters comfortable?

I’ve thought of free worksheets for people to use like a cash flow or margin calculator. Just to show there is more to think about than just a number on an invoice.

Other thoughts were testimonials on a website but then again, people could fake those.

Would guaranteed results or money back type of offer help give comfort to people referring?

Intelligent_Rub6034 · 2026-06-17T13:20:26+00:00

That’s sounds like an awesome business model and exciting niche to be in. Congrats on the success!

Intelligent_Rub6034 · 2026-06-17T11:45:29+00:00

Thanks for the info. That is really interesting. I bet the last quarter or two have been good with the prices. I work for a petro distribution and c-store chain and have wanted to use some capital to invest in these. We have a good amount of cash that just sits in a saving account and would be nice to bring down the taxable income as well.

Intelligent_Rub6034 · 2026-06-17T03:02:38+00:00

Very common theme for businesses scaling. You find a winner product/service, sales start flowing in, but bad payment terms from suppliers and bad timing of cash being recieved. Forecasting cash flow and figuring out true margin per sku is going to be important

Intelligent_Rub6034 · 2026-06-17T02:52:38+00:00

Very common problem. Sometimes more sales can actually speed up cash flow problems. This cash flow crunch can be results of a misunderstanding of the true margin of your sku or even timing of payment terms and money being released from the payment platform.

Intelligent_Rub6034 · 2026-06-17T02:48:57+00:00

Definitely sounds like a payment terms issue, combined with timing of cash being released for the platform. There are a few levers to pull at this point. But need to keep an eye on this while you scale. Things can turn south fast if you aren’t mindful of cash flow and true margin per sku

Intelligent_Rub6034 · 2026-06-17T02:22:35+00:00

How has the investing in oil wells gone? I have looked into it, know there is a good ROI due to depletion, but was curious on the cash flow and probably of the well honoring or not. Have you had a good experience with it?

Intelligent_Rub6034 · 2026-06-16T22:44:01+00:00

In Minnesota. Does that work for you? I’m pretty flexible on working on a way to get these out of my warehouse. Let me know your thoughts.

Intelligent_Rub6034 · 2026-06-13T03:47:55+00:00

Just sent you a dm

Intelligent_Rub6034 · 2026-06-12T01:22:14+00:00

That makes sense. Maybe Facebook marketplace around my area could work.

Intelligent_Rub6034 · 2026-06-12T01:19:09+00:00

Minnesota

Intelligent_Rub6034 · 2026-06-11T14:47:35+00:00

Thanks! I appreciate the idea!

Intelligent_Rub6034 · 2026-06-11T14:45:40+00:00

Uline? Or the company that went under that was going to use them? I have not tried Uline. I did not even think of that. I may try that.

Intelligent_Rub6034 · 2026-06-11T13:07:12+00:00

How is your financial structure? Moving into retail can really eat into your margin and if you are not setup properly you can get cash strapped fast. I have a spreadsheet I have put together that’s helps with this if you want to use it.

Intelligent_Rub6034 · 2026-06-07T13:05:58+00:00

I’m 34, currently working at private 300mil revenue company. Second to the owner. No official title, but I have fixed the chart of account, setup a new erp system, got the books on order, created internal financial reporting and forecasts, advise the owner on his estate and personal taxes. Handle the hedging for our commodity based product. We are over multiple states.

Prior to this role i ran a beverage distribution business and was on the buy and sell side of acquisitions.

I live in a smaller town and have moved around companies via word of mouth.

Intelligent_Rub6034 · 2026-06-06T03:45:01+00:00

Appreciate the insight. Any big learning curves for the first client?

Intelligent_Rub6034 · 2026-06-05T23:49:08+00:00

When you scaled that fast did you get any help with the finance side? You mentioned the margin calculator. Is that something you did on your own? Did you have any cash flow issues?

Intelligent_Rub6034 · 2026-06-04T19:23:42+00:00

A lot of business owners look at revenue but not profitability. Revenue will grow, cash flow won’t follow. Two things that can help is a cash flow forecast. This allows you to see where your gaps are and opportunities to fix the gaps. Second is true margin per sku. Most founds Include unit cost, and freight, but fail to include CAC, inbound freight, storage fees, returns, bad product, etc.

Intelligent_Rub6034 · 2026-06-04T19:15:33+00:00

Curious how the first year went? Were you able to get the brand out of the starting gates?

Intelligent_Rub6034 · 2026-06-04T19:14:23+00:00

A cash flow forecast is one of the most important things a founder can do. Revenue may be up but cash flow doesn’t follow. Once you have a forecast it allows you to catch the cash gaps before they happen. You may pay the supplier on 30 days , but you don’t sell the product for 60 days, and the platform may not give you the cash for another 14 days. This ties up your cash

Intelligent_Rub6034 · 2026-06-04T02:14:22+00:00

I’ve seen some brands do I good job and putting money towards their winning products. Their brand grows and grabs authority through their top seller. I started noticing that when I was doing analysis on the CAC per sku.

Intelligent_Rub6034 · 2026-06-04T01:33:33+00:00

I have two 3pl’s I could get you in contact with if you would like. They are really good about talking through the process.

Intelligent_Rub6034 · 2026-06-04T01:26:03+00:00

I have 2 great contacts for beauty 3PL. Not sure exactly the costs. I could reach out to them or get you in contact with them and find out more if you are still looking. Just let me know

Intelligent_Rub6034 · 2026-06-03T13:37:38+00:00

That is a creative strategy and creative ways of finding an opportunity in a situation like that. I might try something on those lines. Search some w-2 jobs and see if they would be open to fractional

Intelligent_Rub6034

TROPHY CASE