I spent forty-five minutes in a boardroom last Tuesday watching a VP try to justify a six-figure software implementation by scrolling through a “premium” SOW template. He thought the document … Read more
Category: Guides
Raising Prices and Keeping Clients
I spent forty minutes in a boardroom last Tuesday watching a CEO stare at a dashboard, praying a new AI-driven pricing engine would solve his margin erosion. It’s the same … Read more
Pricing From Cost and From Value
I spent three hours last Tuesday watching a logistics manager try to justify a new software subscription because he couldn’t figure out how to price a service without losing his … Read more
Payment Terms That Protect You
I spent three hours yesterday watching a logistics manager try to “optimize” his accounts receivable by purchasing a high-end automated invoicing suite. It was painful. He was trying to solve … Read more
Chasing an Invoice Without Losing the Client
Stop buying expensive automated collections software. I see it every month: a mid-sized firm spends fifty grand on a “smart” receivables platform, only to realize they’re just automating chaos. You … Read more
Cash Flow Is Not Profit
I spent forty minutes this morning watching a CEO stare at a dashboard of real-time financial analytics, looking for an answer that wasn’t there. He was convinced that if he … Read more
Reading a P and L Line by Line
I spent three hours in a windowless boardroom last Tuesday watching a mid-sized logistics firm’s CEO stare at a spreadsheet like it was a magic crystal ball. He was convinced … Read more
Monthly Variance in Fifteen Minutes
Stop wasting your money on “smart” fintech apps that promise to automate your life. I’ve spent fifteen years watching companies—and individuals—throw thousands of dollars at software to solve problems that … Read more
A Forecast With Written Assumptions
I recently sat through a three-hour meeting with a mid-sized logistics firm where they were pitching a $50,000 AI-driven predictive suite. They were desperate to learn how to build a … Read more
Numbers With a Comparison Attached
I spent forty-five minutes yesterday watching a logistics manager try to explain a quarterly deficit using a slide deck that looked like a neon fever dream. He had three different … Read more









