Dan the CFO

Dan the CFO Do you want to take your business to the next level but feel overwhelmed by your financial statements or aren't sure how to drive up profits?

Dan the CFO works with business owners through virtual coaching sessions to help them increase profits by making simple yet effective adjustments. Our business budgeting services based in Cartersville, GA, serves business owners nationwide to help them make sense of their financial statements and create a clear plan. With more than 25 years of experience, you can trust Dan the CFO to help your business succeed! Contact us to schedule a strategy call today!

Business owners say the funniest things when they’re stressed about money… 😅➡️ “I just need a few more clients.”➡️ “I’ll...
07/27/2025

Business owners say the funniest things when they’re stressed about money… 😅

➡️ “I just need a few more clients.”
➡️ “I’ll pay myself next month.”
➡️ “Revenue was great this month!”
➡️ “I’m reinvesting everything.”
➡️ “I’ll look at my numbers later.”

Sound familiar?

These are red flags in disguise, because behind every one of these comments lies a business owner who is exhausted, underpaid, and flying blind with their finances.

If you don’t know where your money’s going, no amount of sales will fix the problem.

But the good news is that you don’t need a finance degree to turn things around.
Just a better system (and someone to help you set it up right).

Comment “CFOHELP” and I’ll send you a free guide to help you stop stressing and start making sense of your money.

Still thinking about my time at CFO Accelerator Live in Orlando and it absolutely delivered again. 🔥This was my second y...
06/26/2025

Still thinking about my time at CFO Accelerator Live in Orlando and it absolutely delivered again. 🔥

This was my second year attending, and it reminded me why I keep showing up:
The community. The strategy. The real, behind-the-scenes conversations that don’t happen anywhere else.

It’s rare to find a room full of fractional CFOs where you can be both challenged and encouraged.
I walked away with new ideas, sharper tools, and deeper connections—plus a few good laughs and new friends.

Huge shoutout to the team who pulled this all together. Thoughtful, well-run, and packed with value from start to finish.

Already counting down to next year.

Ever caught yourself saying one of these out loud…then laughing (or crying) a little on the inside? 😂💸These are the clas...
06/02/2025

Ever caught yourself saying one of these out loud…
then laughing (or crying) a little on the inside? 😂💸

These are the classic lines business owners say when they’re lowkey stressed about money but there are actually real thoughts hiding behind them.

Because let’s be honest:
Sometimes we say “I’ll pay myself next month” when we really mean “I haven’t been paid in 3.”

If any of these hit a little too close to home, that’s okay.
You’re not bad with money.
You just need a clearer system that puts YOU back in control.

Which one of these have you said recently?
Drop the number in the comments—or tag a business owner who’s definitely said #4 👀

Also, if money stress is keeping you up at night, comment “CFOHELP,” and I’ll send you a free guide to help you sort your finances without overwhelm.

Hey friends! I got to do something a little different recently—I recorded a podcast episode to talk about my book Play Y...
06/02/2025

Hey friends! I got to do something a little different recently—I recorded a podcast episode to talk about my book Play Your Best Game. 🎙♠️

The show’s produced by the awesome team at Turnkey Podcast, and it’s all about how poker strategies can actually help you run a smarter, more profitable business (yep, really).

We talked about things like how to make better decisions, manage risk, and avoid going “all in” on the wrong moves—both at the poker table and in business.

If you’re a business owner who wants to grow with more strategy and less stress, give it a listen. It was a fun convo and packed with some solid takeaways.

🎧 Link’s in my bio if you want to check it out!
If you give it a listen, send me a message and let me know what you think!

Last May 8, I had such a great time at the Turning Pages, Changing Lives book signing event at Cartersville!It was an ho...
06/01/2025

Last May 8, I had such a great time at the Turning Pages, Changing Lives book signing event at Cartersville!

It was an honor to be part of this mission to help and support the training of Barley.

I got to meet some incredible authors, connect with a wonderful community, and share a little about my book, Play Your Best Game.

If you missed this one, I hope to see you at a future event! We’ve got more great conversations, connections, and causes ahead.

Thanks to everyone who came out and made the evening so special!

Last month, my wife Meredith, my friend Rock, and I took on the BRAG Spring Tune Up, and let’s just say, our legs defini...
05/28/2025

Last month, my wife Meredith, my friend Rock, and I took on the BRAG Spring Tune Up, and let’s just say, our legs definitely got the message. 😅

Three days.
118 miles.
Lots of hills.
Even more sweat.

BRAG stands for Bike Ride Across Georgia, and this spring tune-up is the warm-up event for the big one in June. We knocked out 27 miles on Friday, 62 on Saturday, and 29 on Sunday… then camped overnight between rides.

It was hot, but luckily dry, and honestly, the kind of challenge that leaves you feeling exhausted and proud all at once.

Already looking forward to Big BRAG in June! 🚴‍♂️
Anyone else out here a fan of endurance events like this?

A lot of business owners think they have a sales problem.But really?They have a pricing problem.You’re booked out, deliv...
05/27/2025

A lot of business owners think they have a sales problem.
But really?
They have a pricing problem.

You’re booked out, delivering great work, doing “everything right”...
But your bank account still doesn’t reflect it.
That’s not hustle. That’s undercharging.

Here’s the truth:
If clients keep calling you a “great deal,”
You’re probably the only one not being paid what you’re worth.

Low prices might feel safer in the moment, but long term?
They’ll keep you stuck, burnt out, and resentful of the very business you built.

Pricing isn’t just about numbers but value, boundaries, and sustainability.

If you’re ready to earn like the expert you are, drop “CFOHELP” below and I’ll show you how to charge with clarity and confidence.

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Not paying myself was hands down the worst financial decision I made early on in business.I kept telling myself, “I’ll s...
05/26/2025

Not paying myself was hands down the worst financial decision I made early on in business.

I kept telling myself, “I’ll start once the business makes more…” but that number kept moving. And no matter how much revenue came in, there was never anything left for me.

I was paying everyone else. Covering bills. Keeping the business running. But personally? I was stressed, exhausted, and wondering if this was even sustainable.

Everything changed when I decided to pay myself first.

Even if it wasn’t much at first, I built it into my cash flow plan and ran the business around that. It forced me to be more intentional and finally gave me the stability I was chasing.

Your business should work for you, not the other way around.

If you’re not paying yourself consistently, let’s fix that.

Comment “CFOHELP” and I’ll send you a free guide to help you restructure your finances and finally get paid.

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This is one of the biggest things I’ve noticed between business owners who are thriving and the ones who are just barely...
05/23/2025

This is one of the biggest things I’ve noticed between business owners who are thriving and the ones who are just barely getting by:

Successful business owners don’t wait until something breaks to look at their numbers.

They treat financial check-ins like part of the routine, just like team meetings or project reviews. Non-negotiable.

They know exactly:
💡 Where their money is going
💡 What’s actually driving profit
💡 What expenses aren’t worth it
💡 When pricing needs to be adjusted

Meanwhile, struggling business owners are constantly reacting to financial surprises and scrambling to fix things after the fact.

If you only check your numbers when there’s a problem… that is the problem.

Be honest. How often are you checking in on your finances? Weekly? Monthly? Or only when it’s bad?

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A lot of business owners pay themselves last—if at all.They wait to see what’s left after the bills, the taxes, the expe...
05/21/2025

A lot of business owners pay themselves last—if at all.

They wait to see what’s left after the bills, the taxes, the expenses… and usually, it’s not much (if anything).

Here’s the shift: Start treating your salary like a real expense.

💡 Set aside a percentage (even just 5-10%) of revenue the moment it hits your account.
💡 Put it in a separate “Owner’s Pay” account.
💡 Let your business adjust around that new baseline.

It works because when you prioritize profit first, your business runs leaner and you stop running on fumes.

This simple move changed the game for me (and my clients).

And if you want the exact steps to do it yourself, comment “PROFIT” and I’ll send you the free guide!

Most business owners think more sales = more profit.But the truth? That mindset is keeping you broke.Because a profitabl...
05/19/2025

Most business owners think more sales = more profit.

But the truth? That mindset is keeping you broke.

Because a profitable business isn’t just about how much money you make—it’s about how much you keep.

Here’s what I’ve seen over and over again:
❌ You’re underpricing to stay competitive
❌ You’re reinvesting everything and never paying yourself
❌ You’re so focused on revenue, you’re ignoring profit

And the result? You’re working nonstop… and still stressed about money.

The fix is to do the following:
✔️ Pay yourself first
✔️ Track your cash flow weekly
✔️ Price your services for profit, not survival

Want to finally start keeping more of what you earn?
Comment "PROFIT" and I’ll send you a free guide that breaks it all down.

Tag a business owner who needs to see this! 💬

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If a major expense hit your business tomorrow… would you be ready?Most business owners don’t think about an emergency fu...
05/14/2025

If a major expense hit your business tomorrow… would you be ready?

Most business owners don’t think about an emergency fund until it’s too late.

I get it—it’s easy to focus on making money and assume things will always run smoothly. But what happens when a slow season hits, equipment breaks down, or a big client stops paying?

Without a financial safety net, you’re left scrambling—taking on debt, draining personal savings, or making desperate business decisions. And trust me, that stress isn’t worth it.

The good news? You don’t need a fortune to start building an emergency fund—you just need a plan.

Even setting aside a small percentage of revenue consistently can put you in a much stronger position.

Swipe through this post to see how much YOU should save and how to get started today. Don’t wait for a crisis to realize you need one.

Comment "CFOHELP" for a free guide on how to build your business safety net!

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Atlanta, GA

Opening Hours

Monday 8am - 7pm
Tuesday 8am - 7pm
Wednesday 8am - 7pm
Thursday 8am - 7pm
Friday 8am - 7pm

Telephone

+16789383629

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