Finding Your True North in Business

Business owners often search for clarity in strategy, markets, and financial performance. Yet the most enduring guidance comes from something far less tactical. As Tim Cook, CEO of Apple, put it: “Keep a firm North Star on the values of the company. Because if you get the values right, if Read more

Case Study: From Controller to Strategic CFO: Partnering with the CEO

Company Background Company: Kentucky Commercial Builders (fictional) Industry: Commercial construction – general contractor Revenue: $80 million Employees: 60 Geography: Multi-state operations in the South Project Types: Healthcare, education, light industrial Financial Profile: Gross margin: 14% Pretax profit: 4.5% Bonding line: $60 million Working capital needs: highly seasonal Accounting team: 6 Read more

Early Signs of a Project Going Wrong

For a 6-month, $1,000,000 construction contract, problems rarely appear “all at once.” They show up first as small variances and behavioral signals that turn into schedule slips and cost overruns. 1. Schedule-Related Early Warning Signs (Weeks 2–6) 🔴 Missed Short-Interval Milestones Weekly look-ahead schedules not being met Tasks consistently rolling Read more

Improving Product Delivery and Profitability at a Growing SaaS Company

Company Overview The client is a privately held SaaS software company serving small businesses with annual revenues of up to $5 million. Its cloud-based platform provides internal management tools designed to streamline operations, reporting, and decision-making for owner-led and early-stage companies. Annual Revenue: $12,000,000 Employees: 50 Business Model: Subscription-based SaaS Read more

Mid-Market Leaders

Mid-Market Leaders Enter 2026 with Confidence and a Clear Mandate to Act

Despite an increasingly complex economic landscape, mid-market business leaders are entering 2026 with a striking level of confidence. According to the Baker Tilley recently published 2026 Mid-Market Report, 96% of surveyed executives believe their organizations are prepared to navigate uncertainty, including concerns around tariffs, regulatory change, inflation, and technology adoption. Read more

Improving Profitability on a $5,000,000 Construction Project

Project Overview A mid-sized construction firm secured an 18-month, $5,000,000 design-build project. The scope includes site preparation, structural work, mechanical systems, interior finish, and commissioning. The project carries the following cost structure: Labor: 25% = $1,250,000 Materials: 22% = $1,100,000 Indirect Construction Costs (equipment, site overhead, supervision, permits, safety, rentals): Read more