The Sustainable Shield: Integrating ESG into Risk Planning
You can only dodge risk for so long before it starts to shape your strategy for you. Most businesses treat risk planning as a defensive maneuver—build a forecast, outline a contingency, maybe talk insurance. But the smartest leadership teams? They’re starting to see ESG not as a reporting obligation, but as a long-term risk buffer. […]
Cash Flow Isn’t Profit—And That Confusion Is Costing You
It’s easy to assume that if there’s money in the bank, the business must be doing fine. But here’s the problem: cash flow and profit aren’t the same thing. And treating them like they are? That’s where a lot of smart businesses get tripped up. We’ve worked with firms that were “profitable” on paper but […]
Profit Before Growth: Why Scaling Too Soon Can Kill Your Margins
Growth is exciting—new clients, more headcount, bigger projections. But here’s the thing: if profit isn’t dialed in before you scale, growth can quietly become a liability. We’ve seen it happen across industries—law firms expanding practice areas without adjusting fee structures, healthcare groups opening new locations before understanding cost per provider, construction firms taking on bigger […]
The Numbers Every Nonprofit Should Always Pay Attention To with Brooke Lively
Financial management might not be the most glamorous part of running a nonprofit, but it is absolutely essential. In this episode of the Nonprofit MBA Podcast, our founder Brooke Lively joins host Stephen Halasnik to dive deep into the financial truths every nonprofit leader needs to hear. Listen to the full episode here: https://open.spotify.com/episode/4hewjsPIiSLmAh9r5aciTf?si=0b14e84dca4f41f0 As a CFO, speaker, […]
The Evolution of the CFO: Strategic Priorities for 2025 and How to Stay Ahead
The role of the CFO is changing—and fast. What used to be a back-office financial function is now a critical driver of strategy, innovation, and growth. CFOs in 2025 are expected to do more than produce accurate financials. They’re expected to provide forward-looking insight, manage cross-functional performance, and guide the business through uncertainty with precision. […]
Accountability Isn’t a Buzzword: How Financial Reviews Drive Real Results
“Accountability” gets thrown around a lot in business conversations—but at Cathcap, we believe it only matters if it’s backed by action. In our experience, the most successful companies don’t just track financial performance—they use it to drive behavior, shape decisions, and create results. That’s why we’ve built our CFO model around a disciplined review structure: […]
The Keeper of the Keys: Why Every Business Needs a Fractional CFO by By Pam Meissner, COO and CFO
At the beginning of this year, my life changed forever. My husband passed away unexpectedly, leaving me to confront the unimaginable. As the one who had always been the “keeper of all things” in our household—managing finances, organizing our autistic son’s care, and planning for the future—I thought I had it all under control. But […]
The CEO’s Guide to Financial Visibility: What Your Audits Are (and Aren’t) Telling You
As a CEO, you’re responsible for the big picture—but that picture gets blurry when financial visibility is limited. Annual audits might check the compliance box, but they rarely tell you what you need to run and grow your business with confidence. At Cathcap, we work with CEOs who want more than a snapshot. They want […]
Maximizing Tax Deductions: Industry-Specific Strategies
Taxes might not be the most exciting part of running a business, but saving money? That’s always worth talking about. The truth is, many businesses miss out on valuable tax deductions simply because they don’t realize what they’re entitled to—especially when it comes to industry-specific write-offs. At Cathcap, we help businesses not only stay financially […]
Understanding Recent Tax Law Changes: What Businesses Need to Know
Tax laws change constantly, and staying informed is crucial for business owners looking to maximize savings, remain compliant, and plan ahead. Recent updates impact bonus depreciation, R&D deductions, QBI benefits, corporate tax rates, and compliance reporting, making proactive tax planning more essential than ever. At Cathcap, we help businesses stay ahead of tax law changes […]
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