Resources
Advisory pillar guides
Operator-grade playbooks for fractional CFOs, CAS leads, accounting firms, and consultants. The stuff vendor brochures don't tell you.
Pillar guides
- Pillar guide
The Future of CFO Advisory
The CFO advisory category is splitting. One half will productize, scale, and ride AI leverage. The other will compete on price and burn out.
9 minRead - Pillar guide
AI for Advisory Firms
Most AI adoption guides are vendor brochures. This one is the operator's playbook.
10 minRead - Pillar guide
Building a Modern CAS Practice
CAS is the highest-margin opportunity inside most accounting firms. Here's how to build it.
12 minRead - Pillar guide
Scaling Fractional CFO Services
Every fractional CFO firm hits a wall around 20 clients. Here's how to break through it.
11 minRead - Pillar guide
Advisory Technology Stack Guide
A simple, opinionated tech stack for advisory firms — not a shopping list of 47 tools.
8 minRead - Pillar guide
Client Reporting Best Practices
The report owners read is short, structured, and narrative-led. Here's the recipe.
7 minRead - Pillar guide
Delivering More Value Without More Staff
Hiring is slow, expensive, and risky. Leverage beats headcount.
8 minRead - Pillar guide
AI-Powered Client Reviews
The monthly client review is the most leveraged hour in advisory. Here's how AI multiplies it.
9 minRead