Jacob Lindman

Our new research shows that 89% of finance and accounting leaders say that we’re expected to be more strategic. But here's the disconnect: 70% say outdated tech is standing in the way. @Zuora’s latest Modern Finance Leader report also found: - 93% of us are prioritizing AI in new finance tech investment but 79% say we're still buried in manual work. - In SaaS, 100% say manual reconciliation is blocking strategic focus. - We’re also seeing the pressure build in complex areas like Order-to-Cash. 95% of SaaS finance leaders say tech gaps are slowing them down, and 94% are forced to reject non-standard deals because of it. These aren’t just operational headaches. They’re roadblocks to growth, accuracy, and agility. To get ahead, these same leaders need to take the lead: clarify O2C ownership, modernize our tech stacks, and make sure AI isn’t just a buzzword. It’s delivering real value. Read the full report for the data and recommendations: https://bit.ly/4ltIeCK

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When GHJ set out to modernize their employee giving program, their goal wasn’t just efficiency — it was empowerment. By replacing manual processes with automated, streamlined workflows in Groundswell, GHJ unlocked: 📈 14× growth in employee participation 💸 A leap from a 50% match to a 100% match ⏱️ Major time savings for their Foundation team The result? A giving program that’s easier for employees, more impactful for nonprofits, and far more sustainable for the team running it. “Groundswell completely removed the back and forth paperwork,” said Donella Wilson, President and Chief Philanthropy Officer of GHJ Foundation. “Everything from employee matching to charity vetting is now handled in one place." Read the full story: https://lnkd.in/gwHRv2ES

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One of the hardest phases for most accounting firms striving to grow is that 8-20 person range when they hit the "scaling plateau". That's when complexity creeps in, profitability dips, and leaders hit their limit. As Ian Vacin and Jason M. Blumer, CPA share in their book, 'Scale With Purpose', growth is a series of intentional decisions about people, capacity, and structure ✅ If you're feeling overwhelmed as a leader, that's not a phase to push through and hope for the best. It's the signal to reevaluate how you're building. It might be time for a change. If you're currently navigating that next stage of growth, this is an article you should read👇 https://lnkd.in/gpccYmfJ.

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CFOs know compensation is their largest expense. A common mistake is treating it only as a cost. In my piece for CFO Dive, I explained why comp is one of the few levers we can actively control in a volatile economy. When managed strategically, it drives performance, retention, and competitive strength — and ultimately positions the business to scale.  https://lnkd.in/et2sZdRQ

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Financial Leaders: Visibility is the NEW Control in AP AP has evolved far beyond invoice processing. Today, your AP function protects cash, powers accurate forecasting, and strengthens enterprise wide controls. But you cannot lead what you cannot see. That is why real time visibility is now your most powerful lever. REPAY puts it perfectly: “Visibility is the new control.” CFOs and Treasurers who embed AP visibility into their tech stack are not only closing books faster, they are gaining strategic foresight in a volatile economy. The real question for every finance leader: Is your AP delivering the visibility your leadership team actually needs? If not, then we can help you. SIGMA ANALYTICS powered by Repay. Unlocking real value and helping to mitigate fraud for for over five years! #FinanceTransformation #AccountsPayable #CashFlow #FinancialControls #Visibility

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What a good Fractional CFO actually does (and doesn’t do). There’s often confusion about what a Fractional CFO is meant to be. It’s not a part-time Finance Director who produces prettier reports. And it’s not a temporary stand-in until you “hire someone proper”. A good Fractional CFO focuses on decisions. Scenario planning. Cash visibility. Margin mechanics. Investor narrative. The work sits at the intersection of finance and strategy. A Fractional CFO isn't in the business all the time. Well duh.... . But because of this they focus in on the stuff that matters. What's the cash runway? What metrics does the business need to guide and direct? What information are investors looking for right now? They don't have the time to pay too much attention to matters like chasing invoices, reconciling accounts or firefighting basic processes. Yes these are important and it matters that your Fractional CFO understands what the processes are. But if these processes are broken in some way, the structure underneath probably needs attention. Fractional works because it concentrates senior thinking where it has the most leverage. You get experience applied to the moments that matter — hiring, fundraising, pricing, sequencing — without that full-time overhead. It's about getting someone experienced who can take that helicopter view of your business and apply a fresh professional perspective on your business. It’s not about doing less finance. It’s about doing the right finance at the right level. #FractionalCFO #SaaS #AIEnabled

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AI is often framed as a cost-cutting tool...but I believe its biggest impact is on decision quality. For finance leaders, that shows up in better forecasting under uncertainty, clearer trade-offs, and more focused board conversations. Not because decisions are automated, but because signals are sharper. Used well, AI does not replace judgement. It strengthens it. #CFO #AIinFinance #Leadership #DecisionMaking #StrategicFinance

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IPA: Blueprint CFO Joins GHJ to Expand Strategic Client Support: Los Angeles-based IPA 100 firm GHJ (FY24 net revenue of 63.67 million) has announced that Blueprint CFO, a fractional CFO services firm, joined the firm effective Nov. 1. The combination expands GHJ’s ability to support clients with strategic financial guidance across all stages of growth.  Founded by Jim Downes, Blueprint CFO provides fractional CFO services to growing businesses seeking financial […] The post Blueprint CFO Joins GHJ to Expand Strategic Client Support appeared first on Inside Public Accounting. http://dlvr.it/TQs6hz #tax #CPAfirm #accountant #accounting #CPA

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IPA: Blueprint CFO Joins GHJ to Expand Strategic Client Support: Los Angeles-based IPA 100 firm GHJ (FY24 net revenue of 63.67 million) has announced that Blueprint CFO, a fractional CFO services firm, joined the firm effective Nov. 1. The combination expands GHJ’s ability to support clients with strategic financial guidance across all stages of growth.  Founded by Jim Downes, Blueprint CFO provides fractional CFO services to growing businesses seeking financial […] The post Blueprint CFO Joins GHJ to Expand Strategic Client Support appeared first on Inside Public Accounting. http://dlvr.it/TQs6j1 #accounting #CPAfirm #CPA #tax #accountant

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Don’t let your next compensation plan turn into a horror story. Comp planning season is when small missteps create big consequences — unreadable quotas, misaligned goals, last-minute pivots. In our Halloween special of Revving Up with RevEng, we unpack what separates good plans from bad ones, and how to design compensation that drives performance instead of chaos. Watch the full episode: https://lnkd.in/gH2pxhnk #SalesCompensation #RevOps #SalesLeadership #RevenuePlanning #RevvingUpWithRevEng #HalloweenEdition

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CFOs aren’t short on strategy. They’re short on trusted data. In conversations with finance leaders over the past few months, one pattern keeps showing up. Teams have strong FP&A talent, solid ERPs, and no shortage of dashboards. Yet the same metrics still change from report to report. Forecasts quietly break each month. Board decks require last-minute reconciliation. The problem usually isn’t planning. It’s the data layer underneath it. When financial and operational data isn’t standardized and refresh-safe, every downstream effort struggles. FP&A spends time reconciling instead of analyzing. Reporting becomes harder to defend. AI initiatives stall before they start. At Brillifi, we focus on that layer first. We help finance teams build a clean, durable data backbone so every number means the same thing across ERPs, billing systems, spreadsheets, and models. When that foundation is in place, something shifts. Forecasts hold. Reporting stabilizes. Finance teams get time back to focus on insight, not cleanup. The future of finance isn’t just better tools or smarter models. It’s building the data once and using it everywhere. #CFO #FPandA #FinanceData

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