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Bob Wang
Jan 6
The Power of Budgeting: Aligning Teams for Success
Budgeting isn’t just about crunching numbers; it’s a tool for alignment and clarity within a team. In my work as a Fractional CFO...
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Bob Wang
Dec 9, 2024
Fractional CFOs can leverage IES in managing group-level debt facilities
I am excited to leverage Intuit Enterprise Suite (IES) to provide a consolidated view and projection of my clients' businesses,...
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Bob Wang
Dec 5, 2024
SaaS Metrics Tech CFOs use - Why different metrics?
SaaS (Software as a Service) businesses operate under unique financial dynamics compared to traditional business models, necessitating...
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Bob Wang
Nov 27, 2024
Customer Concentration: The Deal Killer That Keeps Coming Back
Customer concentration is one of the most common deal killers in M&A. The logic is simple: when one customer makes up a large percentage...
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Bob Wang
Nov 15, 2024
Tee Up Advisors Core Values: The Guiding Principles Behind Our Work
At Tee Up Advisors, we’re more than just CFOs. We’re partners in your journey to building a business that not only thrives today but...
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Bob Wang
Oct 30, 2024
CFOs boost Cash Flow and Profit using Porter's 5 Forces
In our previous posts, we’ve highlighted various strategies to improve cash flow , emphasizing that “Revenue is Vanity, Profit is Sanity,...
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Bob Wang
Oct 21, 2024
Should You Harvest Profits or Reinvest for Growth? A Outsourced CFO’s Guide to Making this Difficult Decision
Should you grow Cashflow 💵 or grow Enterprise Value📈? As an Entrepreneur, one of the most critical decisions you face is whether to...
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Bob Wang
Oct 1, 2024
Legacy Advantage -> Tee Up Advisors; The Story of Building, Scaling, and Creating a Legacy
Launching Legacy Advantage in Vancouver was driven by a vision to bridge the gap in bookkeeping and payroll services for small...
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Bob Wang
Sep 27, 2024
The Cost and the ROI of a Fractional CFO
It's always about cost vs return isn't it? Risk vs reward? Can't have one without the other? Well, what's the case for a (Fractional)...
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Bob Wang
Sep 9, 2024
Track Productive KPIs to build Enduringly Profitable Companies
Our mission is to partner with entrepreneurs to build Enduringly Profitable Companies ; and Key Performance Indicators (KPIs) are vital...
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Bob Wang
Aug 29, 2024
Cryptocurrency 101: A Fractional CFO’s Tips on Accounting for Cryptocurrency
As cryptocurrencies like Bitcoin and Ethereum gain traction in mainstream finance, they present unique challenges for CFOs responsible...
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Bob Wang
Aug 24, 2024
“I Already Have a Controller; do I Need a (Fractional) CFO?”
As your business grows and your financial management needs become more complex, the question of whether you need a CFO , especially if...
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Bob Wang
Aug 21, 2024
CFOs Use "Rule of 30" to Balance Growth and Profit
As businesses mature, they must shift their focus from rapid expansion to sustainable growth and profitability. Unlike startups, which...
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Bob Wang
Aug 20, 2024
What to Expect When Selling Your Business to Private Equity
Fractional CFOs help with Sale to Private Equity There’s been a lot of buzz lately about private equity (PE) firms buying up businesses...
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Bob Wang
Aug 14, 2024
Becoming Enduringly Profitable and Creating Generational Wealth
While many businesses can be profitable, not all are enduringly profitable. So, what exactly is an enduringly profitable company?...
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Bob Wang
Aug 9, 2024
What is a (Fractional) CFO?
Growing a business can be challenging. “More businesses die from indigestion than starvation” - David Packard, co-founder of Hewlett...
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Bob Wang
Aug 6, 2024
10 Signs You Need a Fractional CFO
Running a business is no small feat. As companies grow and evolve, their financial needs become increasingly complex. Enter the...
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Bob Wang
Aug 3, 2024
How Fractional CFOs Can Help Businesses Improve Cash Flow
Fractional CFOs can improve cashflow
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Bob Wang
Jul 31, 2024
Finding Your First 10 Clients: A Guide for Startups
Key to launching a start-up is getting our first 10 clients.
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