Your clients' money is watched all day. Who watches the firm's?

For twenty years I've been the person behind the numbers at investment funds and family offices. I built the statements investors read, the valuations boards approved, and the systems that kept it all straight.

Along the way I kept seeing the same thing: advisors who watch everyone else's money all day, while nobody watches the business side of their own firm. So that became the job. I sit in the CFO seat for independent advisory firms, part time, so the firm's own numbers finally get the attention the clients' always have.