Nick Fernandez

As we approach the second half of the year, now is the perfect time for you to take a fresh look at your financial strategy. In this conversation, our lead CFO, James, shares practical mid-year planning advice for service-based businesses in the $2M–$20M revenue range. We also discuss the difference between CFO services and accounting services, and how our integrated financial support model helps business owners gain greater clarity, improve decision-making, and prepare for sustainable...

We joined North Fulton Business Radio with John Ray to discuss the financial challenges commercial real estate service firms are facing today — especially around cash flow, forecasting, and long-term financial planning. In this episode, we cover: ✓ Cash flow management for project-based businesses ✓ The risks of reactive financial decision-making ✓ How financial reporting impacts banking relationships ✓ When it’s time to bring in a fractional CFO Thanks to John Ray and Business RadioX for...