Smiling mature couple meeting with bank manager for investment. Beautiful mid adult woman with husband listening to businessman during meeting in conference room in modern office. Happy middle aged couple meeting loan advisor to buy a new home.

What are CFO Services? Understanding Their Role and Benefits

CFO services encompass a range of financial management tasks, either as an in-house executive or through outsourced services. These tasks include strategic financial planning, cash flow management, and financial reporting. Today, having expert financial oversight can make the difference between thriving and surviving. What Are CFO Services? What if a full-time CFO isn’t a feasible […]

Podcast Interview: Brooke Lively on The Key Drivers Behind a Valuable and Marketable Law Firm

Feeling overwhelmed by the prospect of enhancing your law firm’s value for a potential sale? Struggling to boost your law firm’s sale value? Join podcast host Moshe Amsel on Profit with Law for an in-depth exploration with our founder and financial expert Brooke Lively. Gain crucial insights into transforming your firm into an appealing asset […]

7 Questions to Ask When Facing a Cash Crunch

When is the best time to plant a tree?  Ten years ago.  And when is the next best time? Today.   – Confucius I agree, and the same applies to cash crunches.  The best time to avoid a cash crunch is well before you find yourself in one.  But how do you know one is coming?  […]

3 Levers To Pull to Avoid a Cash Crunch

What is a Cash Crunch? A cash crunch is a financial situation companies face when they have a shortage of liquid assets or cash within the business, often leading to difficulties in meeting immediate financial obligations such as payroll, supplier payments, or operational expenses. Essentially, it’s a financial roadblock, where your business does not have […]

Unlocking Growth: Hidden Strategies for Business Expansion with Brooke Lively on Zero to CEO

Join our founder Brooke Lively and Chartered Financial Analyst (CFA) as they explore the world of entrepreneurship on the Zero to CEO podcast. Together, they unveil the hidden strategies used by successful business leaders, shedding light on Brooke’s pivotal role in propelling a startup from ground zero to achieving seven-figure revenues in under two years. […]

Podcast Interview: Brooke Lively on Financial Challenges, Core Values, and Profitability Vision

Join Brooke Lively, the visionary force behind Cathedral Capital, on the 21st Century Entrepreneurship podcast with Martin Piskoric, as she delves into her experiences with entrepreneurial finance. Brooke shares the challenges and triumphs she faced, providing you with a roadmap to navigate the intricate landscape of financial decision-making. Listen to the episode: https://podcasts.apple.com/us/podcast/brooke-lively-navigating-financial-challenges-core/id1224537445?i=1000627466916In a daring move, […]

Podcast Interview: Achieving Predictable Profits for Your Law Firm

Join us for a captivating podcast interview featuring our CFO and founder, Brooke Lively, in conversation with Jan Roos on the Law Firm Growth Podcast. This episode is a legal blockbuster, offering deep insights into the financial core of your legal business. In this discussion, Brooke shares expertise crucial for every legal entrepreneur, especially those […]

From Panic to Profit: The 6 Key Numbers Every Firm Should Track with Brooke Lively

In this insightful episode of The Rainmaking Podcast, our founder and CFO Brooke Lively joins Scott Love to delve into the six key numbers that can transform your law firm’s financial landscape. Imagine these metrics as the vital signs of your business, ensuring its health and sustainability. Brooke’s approach to law firm success involves aligning […]

Exploring Financial Mastery with Brooke Lively on the RIA Podcast

Embark on a journey of financial mastery as our CFO, Brooke Lively, engages in an insightful discussion about her book, ‘From Panic to Profit,’ on the RIA Podcast with Seth Greene. This podcast, dedicated to registered investment advisory firms and their supporters, explores key challenges entrepreneurs face in understanding business finances. iTunes link: https://podcasts.apple.com/us/podcast/from-panic-to-profit/id1570441071?i=1000641124284 The conversation […]

Maximizing Law Firm Success with EOS with Brooke Lively on the Be That Lawyer Podcast

Embark on a journey to elevate your law firm’s success with Brooke Lively, our CFO, featured on the Be That Lawyer Podcast hosted by Steve Fretzin. Gain valuable insights on avoiding analysis paralysis, understanding the six vital components of business, and implementing EOS (Traction) specifically tailored for law firms. Listen to the episode: https://open.spotify.com/episode/1KNX0BOQC5QiDK2hdv9BFw Key Highlights: […]