Many business owners chase every opportunity and serve every client, including those that drain energy and reduce profit. This guide shows how to spot the survival trap, rank offerings by profitability, prune low-value clients, and evaluate new opportunities strategically. Reclaim resources and focus on what truly drives growth.

Many business owners feel confident in revenue but uneasy about profit. This Profit First review shows how to compare Current Allocation Percentages with Target Allocation Percentages, assess client and product profitability, and track your Monthly Nut. Discover actionable steps to align revenue, expenses, and profit for stronger financial health.

A clear year end client review shows who drives revenue, who drains resources, and where your profit comes from. Use the Ideal Client Profiler and Top Client Assessment frameworks to rank clients, confirm profitability, and focus your 2026 plan on relationships that strengthen margin and growth.

Many business owners feel fear when margins tighten or financial uncertainty rises, yet the right response is not avoidance. This blog explains how to use fear as information and how clear financial data supports confident decision making. Learn how business owners reduce stress by reviewing real numbers, tracking cash flow, and focusing on financial systems that replace uncertainty with clarity.

When expenses rise and margins shrink, most business owners try to fix their financial problems alone — often without realizing the hidden costs of carrying too much by themselves. In this blog, discover why partnering with a Fractional CFO or financial strategist can uncover unprofitable projects, improve cash flow, and bring clarity to your financial decisions. Learn how expert guidance helps business owners see the real story in their numbers and make confident, data-backed choices.

Business finances aren’t always straightforward, especially during seasons of growth or transition. In this blog, learn how to navigate financial uncertainty, uncover hidden cash flow issues, and find clarity even when your numbers don’t make sense. Discover how consistent bookkeeping, cash flow tracking, and Profit First financial management can help business owners move through the messy middle with confidence and focus.

Tired of drowning in endless reports? Learn how three key business metrics—cash position, pipeline velocity, and team capacity—can give you a complete snapshot of your company’s financial health in minutes. This blog explains how to use these metrics to improve cash flow, forecast growth, and make confident business decisions. Discover how a Fractional CFO helps you build systems that track the right numbers and turn data into action.

Many business owners track KPIs but still feel stuck when it comes to improving profitability and cash flow. In this blog, learn how to connect your Key Performance Indicators (KPIs) to Key Result Areas (KRAs) so your metrics actually drive results. Discover how a Fractional CFO uses financial analysis, forecasting, and performance systems to turn your business data into actionable strategies that boost profit and cash flow.

Many business owners track dozens of business metrics but struggle to identify the KPIs that support profitability, cash flow management, and strategic decisions. This blog explains how to focus on financial KPIs that reveal operational efficiency, profit health, customer acquisition cost, and long-term stability. Learn how to connect your Key Performance Indicators to results that move your business forward and help you make confident decisions.

Many business owners track dozens of metrics but still feel unclear about performance. In this blog, discover how to simplify your financial management by focusing on 5 core business drivers—cash flow, profitability, client retention, operational efficiency, and revenue health. Learn how a Fractional CFO helps you stop drowning in spreadsheets and start making smarter, data-driven decisions for sustainable business growth.

Scaling a fractional CFO practice doesn’t have to mean burnout. By focusing on your ideal client size, creating tiered pricing, and building systems with the right team, you can grow profitably and sustainably. Learn how to overcome the “Michelle Gap,” delegate effectively, and position your CFO services for long-term success.

Average Deal Size (ADS) is the hidden driver of sales growth. By shifting focus from chasing volume to increasing deal value, businesses can boost revenue, improve client relationships, and create sustainable profitability. Learn how to calculate ADS, why it matters, and practical steps to raise it.

Every Profit and Loss statement tells a story about the business owner’s behavior. From impulsive spending to gut-driven decisions, your P&L highlights financial patterns that shape your company’s growth. Learn how a Fractional CFO can turn these insights into smarter strategies and sustainable profits.

Most business owners calculate profit margins incorrectly, leading to poor financial decisions and missed growth opportunities. In this blog, Michelle Scribner breaks down how to calculate gross margin, overhead expense margin, operating margin, and net expense margin the right way. Learn how Profit First cash management and Fractional CFO services from Sum of All Numbers help you improve profit, strengthen cash flow, and make smarter business decisions.

A Fractional CFO is more than a number-cruncher. They provide financial strategy, accountability, and personal support that helps entrepreneurs overcome challenges, build trust, and focus on long-term business growth.

Discover how improving Customer Lifetime Value (CLV) can drive sustainable growth, boost revenue without more marketing spend, and help you build a stronger business model.

Learn how raising prices by 4X improved client relationships, elevated services from bookkeeping to strategic financial guidance, and helped build a stronger, more profitable business.

Learn why profitability isn’t enough to make your business sellable. This workshop replay with Michelle Scribner reveals the key drivers of business value, the risks that reduce valuation, and how to build a company that thrives without you.

Discover why customer lifetime value (CLV) matters when deciding to hire, how to calculate it, and ways to increase it for long-term business growth and stability.

For service-based businesses, labor is often your biggest cost and your biggest opportunity. Tracking your Employee Capacity Rate shows how much of your team’s time is billable and tied directly to revenue. Learn how to calculate it, why it matters, and how small changes can boost your profits without adding labor costs.