Corporate finance know-how from the fractional point of view. For builders and pros alike.
Elevate x Level
Level x Ethos: Strategic and Financial Planning for Associations
When strategic and financial planning run in harness, associations create space for innovation and enduring impact.
Level Agencies: Five Financial Health Warning Signs
Financial problems can often be dismissed as virtues, quirks, or just the way agencies work. Here's how we spot problems before they become emergencies.
Level Nonprofit: How to Build Trust With Your Board
Trust among executive teams and boards is a precursor to financial well-being (not just a byproduct).
Finance Best Practices for Creative Agencies
How we build finance functions that support—never undermine—creative work.
Nonprofit Revenue Streams: The Membership Engine
If you're building a membership program from scratch—or fixing a broken one—start by focusing on value.
Building (and Troubleshooting) Sustainable Nonprofit Events
A profitable special event takes financial discipline from Day 1.
The CFO/CRO Partnership - Featuring GrowthTera
When finance and go-to-market lead with shared data and definitions, the whole company wins.
The CFO Litmus Test
A practical guide to vetting fractional CFO talent — and finding the financial partner your growing business actually needs.
CFOs Are Not Replaceable Parts
There is tremendous variation across the CFO function. That’s a good thing – but you need to know your business to make the right hiring decision.
I’m a Founder. How Much Longer Should I Own Biz Dev?
Short answer: you’ll always be selling. Longer answer: that doesn’t mean you’ll always be making cold calls.
The Best Time To Hire a CFO? When You Need Finance Support.
Don’t let arbitrary milestones keep you from getting the finance support you need to grow.
Nonprofit Leaders: Burnout Doesn’t Have to Be Your Reality.
The right-sized finance expertise can help.
The CFO and CMO Partnership: Why Marketing's Best Ally Should Be Finance
If anyone in an organization should be attached at the hip, it's the CFO and CMO.
Owners, Founders, Directors: Here’s How to Build Cushion Into Your Budgets
Because budget cushion is risk mitigation.
How to Think About Your Budget As a Strategic Tool, Not a Straitjacket.
Say it with me: budgets should support strategies.
Mastering Reporting: A Quick Guide for Nonprofit Directors
Banish chaos from reporting season in four strategic moves.
A CFO’s Perspective on Non-profit Staffing
How flexible workforce models can help nonprofits thrive during challenging times.
Is Your Tech Spend Driving Profit?
Maximizing your return on technology investments is simpler than you think - if you diligently assess for impact.