The Importance of Budget Tracking: Stay on Top of Your Finances

Hillel Steiner – This Israeli CFO Secret Could Double Your Profits

This week James sits down with Hillel Steiner, founder of ProfitUp Financials and a fractional CFO based in Israel, to discuss the surprising advantages of working with international finance talent. Together, they dive into the differences between U.S. and Israeli business cultures, what founders often get wrong about funding, and how having a strong financial strategy can be the difference between staying stuck and scaling up.
Hillel also walks through a real-life case study of a BI company stuck in a high-revenue, low-profit cycle – and how he helped them transform by refocusing their service model and aligning their team more efficiently.
Stick around to the end for a massive bonus offer from Hillel that’s perfect for growing service-based companies.

Patrick Arnold – 7M Sales, Zero Profit: The Fix

This week James sits down with Patrick Arnold, Director of Client Advisory Services at Elliott Davis, to explore the power of Client Advisory Services (CAS) and its game-changing impact on business profitability. Patrick shares an engaging case study of how he helped a golf cart business in South Carolina go from stagnant growth to seven-figure annual distributions – all by optimizing inventory, restructuring financial processes, and leveraging technology for smarter decision-making.
They also dive into the role of CAS in modern accounting, the evolution of public accounting firms to include more strategic, forward-thinking advisory, and how business owners can unlock hidden cash flow by better managing working capital.

Chris May – Fake CFOs Exposed: How to Spot the Difference

This week James sits down with Chris May, founder and CEO of Quadrant Advisory, to explore what separates real CFO strategy from everyday accounting. From turning around a $50M political consulting firm to navigating tricky incumbent finance teams, Chris shares practical advice for business leaders and fractional CFOs alike.
Together, they unpack key finance tools like sensitivity analysis, working capital management, and how to tell whether your books are just “done” – or actually useful. Chris also walks us through his own acquisition of a bookkeeping SaaS and what it taught him about keeping services laser-focused.

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