Finance and operating thinking on the channel.
The firm's YouTube channel — short-form CFO Advisory insights on financial visibility, accounting operations, AI governance and technology debt, tax strategy, and executive decision-making. New videos weekly. Designed to be useful in 5 minutes or less.
The most-watched video on the channel right now.
Preventing AI Risk Before It Becomes Enterprise Failure
A 12-minute breakdown of the three patterns that cause enterprise AI deployments to fail without governance — and the five deliverables we use to prevent it. Aligned to NIST AI RMF.
Watch on YouTube →Six running series. Each one a playlist.
The channel runs six recurring series — each focused on a different facet of CFO Advisory: financial visibility, accounting operations, AI governance and technology debt, tax strategy, and executive decision-making. Subscribe to any series and new episodes land in your feed automatically.
Governance Before Scale
The AI Governance series. Risk frameworks, board reporting, technology debt remediation, and the conversations every CFO needs to have before AI gets bigger than the controls around it.
The CFO Playbook
The fractional CFO series. Cash flow strategy, fundraising prep, board reporting, and the operational financial moves that separate scaling operators from stalled ones.
Tax Strategy Quarterly
Forward-looking tax planning four times a year. Q4 prep, mid-year adjustments, year-end moves, and the windows operators consistently miss when they only think about tax at filing time.
Industry Spotlights
Industry-specific financial questions answered in depth. Cannabis 280E, AEC project accounting, hospitality margins, medical reimbursement, legal trust accounting — one industry per episode.
Operator's Lens
The team's broader thinking on running businesses well — leadership, decision-making, capital allocation, and the operating mindset behind every other series on the channel.
Glossary in Motion
Short explainers (under 3 minutes) that take a single Knowledge Base term and show how it actually works in a real operator's life. Paired with the written entry on the Knowledge Base.
Recent uploads from the channel.
The Three Failures of Enterprise AI
Framework gap. Audit trail gap. Remediation gap. The three patterns we see in every failed AI deployment.
13-Week Cash Forecasting in Practice
The cash discipline most operators don't run — and the format your CFO actually uses to keep the business solvent.
Q4 Tax Moves That Compound
Ten end-of-year tax strategies that separate operators who keep their money from operators who hand it over.
EBITDA Explained in 3 Minutes
The metric every buyer, investor, and lender anchors on. Definition, calculation, and the real conversation behind it.
Cannabis 280E: The Full Walkthrough
What 280E actually says, what it costs, and the operational accounting patterns licensed operators use to survive it.
The Wile E. Coyote Pattern in Business
The pattern of operators who keep running off cliffs because they don't look down. A diagnostic for catching it early.
Weekly episodes on finance, technology, and operating reality.
The fastest way to stay current with the firm's thinking. Subscribe on YouTube for new episodes weekly — or follow specific series for just the topics that matter to your operation.