Insights & Analysis

Expert commentary on trends shaping the industry.

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Your CAS Revenue Is Growing at 17% — Your Compliance Revenue Is Growing at 8%. So Why Are You Still Running Them Out of the Same Team?

Small Business Finance · 6 min read

VC-Backed Fractional CFO Firms Raised $400M to Cherry-Pick Your Best CAS Clients. Your Partnership Model Is Why They'll Succeed.

Small Business Finance · 6 min read

VC-Backed Fractional CFO Firms Raised $400M to Cherry-Pick Your Best CAS Clients. Your Partnership Model Is Why They'll Succeed.

Small Business Finance · 6 min read

CAS Is Growing at 17% a Year With 29% More Revenue Per Professional — The Firms Still Running It as a Bookkeeping Sidecar Are Funding Their Competitors' Expansion

Small Business Finance · 6 min read

CAS Is Growing at 17% a Year With 29% More Revenue Per Professional — The Firms Still Running It as a Bookkeeping Sidecar Are Funding Their Competitors' Expansion

Small Business Finance · 6 min read

Your Compliance Revenue Has an Expiration Date — Here's the Math Firms Don't Want to See

Small Business Finance · 6 min read

Your Compliance Revenue Has an Expiration Date — Here's the Math Firms Don't Want to See

Small Business Finance · 6 min read

AI Just Made It Economically Viable to Serve Every Small Business That Was Too Small for Your Firm — Now What Do You Do With Them?

Small Business Finance · 6 min read

AI Just Made It Economically Viable to Serve Every Small Business That Was Too Small for Your Firm — Now What Do You Do With Them?

Small Business Finance · 6 min read

86% of Small Business Owners Already Think of You as an Advisor — So Why Is Your Firm Still Billing Like a Bookkeeper?

Small Business Finance · 5 min read

86% of Small Business Owners Already Think of You as an Advisor — So Why Is Your Firm Still Billing Like a Bookkeeper?

Small Business Finance · 5 min read