Float Cash Flow Forecasting

One thing that comes up again and again when working with smaller businesses is how leadership responsibilities get distributed. Many SMEs outsource bookkeeping, HR support, and IT services. But they are not large enough to justify full-time C-level roles across finance, people, and technology. The result is often fragmented decision-making. Finance sits in one place. HR policies sit somewhere else. Tech decisions are made independently. Yet those three areas shape almost every strategic choice a business makes. That is why the idea of a more integrated approach keeps coming up in conversations with founders. We talked about this challenge in the latest episode of The New F*Word, where Alison Bolt shared how she is thinking about building a more connected support model for growing businesses. #TheNewF*Word #FractionalCFO #FractionalFinance

Finance teams are wired for accuracy and deadlines. Which is exactly why a growth mindset can feel unnatural. When mistakes happen, the instinct is often: Fix it. Move on. Don’t let it happen again. But the real shift happens when leaders create an environment where: ✅ Mistakes become learning ✅ Experimentation feels safe ✅ Development is intentional That’s where succession planning becomes real. Alastair Manson discussed why psychological safety and growth mindset are strategic advantages in the latest episode of The New F*Word. #TheNewF*Word #FractionalCFO #CoachingForCFOs

At the CFO level, the pressure changes. It’s no longer just about closing the books or delivering clean reporting. It’s about: 👉 Managing the board relationship 👉 Supporting the CEO 👉 Navigating investor expectations 👉 Leading a team 👉 Thinking three moves ahead But what keeps you there is communication, influence, and the ability to translate numbers into strategic direction. In this episode, Alastair Manson unpacks what the modern CFO role really demands. #TheNewF*Word #FractionalCFO #CoachingForCFOs

Most finance professionals are trained to provide answers. Be accurate. Be fast. Be right under pressure. That mindset works brilliantly early in your career. But as you move up, the game changes. Leadership at the CFO level is about understanding people: - What motivates them - How they respond to pressure - Which leadership style fits which situation We discuss more about the topic with Alastair Manson in the latest episode of The New F*Word. #TheNewF*Word #FractionalCFO #CoachingForCFOs

Data on its own isn’t helpful. It’s just numbers on a screen. The real value comes when that data turns into insight. And insight turns into action. That’s what cash flow forecasting should be about. Not a tick-box exercise. Not a report that gets filed away. It should help you decide: Can we hire? Can we invest? What if we lose this big contract? When the numbers start driving better decisions, that’s when they become powerful. Thank you Stacey Borrow for the shout out!

Too many teams treat financial models as a box to check. Something you build for fundraising. Something you update once a quarter. Something that lives in a spreadsheet no one really trusts. That’s a mistake. A good model is how you: ✅ Think about the future ✅ Understand risk before it becomes a problem ✅ Connect your numbers to your company’s vision We talk through this in detail on the latest episode of The New F*Word with Jonathan Rosenzweig. #TheNewF*Word #FractionalCFO #CFOResponsibilities

Automation in finance isn’t about doing less work. It’s about doing better work. AI and automation handle the repetitive parts well. Humans still do the thinking, judgment, and context-setting that really drives decisions. It’s one of the biggest advantages modern teams can unlock. We dig into this mindset shift with Jonathan Rosenzweig in the latest episode of The New F*Word. #TheNewF*Word #FractionalCFO #CFOResponsibilities

A fractional CFO isn’t a compromise. It’s often the right move at the right stage. For many growing companies, the challenge is clarity. They need: - A financial story that makes sense to investors. - A model that actually reflects how the business works. - Help in deciding where the company is heading. That’s where a fractional CFO can add real value. Especially when the business is still figuring out its long-term direction, potential exit paths, or next phase of growth. We break down when fractional makes sense, and when full-time is the better call, in the latest episode of The New F*Word with Jonathan Rosenzweig. #TheNewF*Word #FractionalCFO #CFOResponsibilities

We're launching some exciting new things here at Float. 🚀 As part of this, we're looking to speak to both CFOs and Treasury Managers next week. Can you help us with a short call? Please give me a 👍 in the comments and we'll book you in. #CashFlow #CFO #FinanceTeams

Multi-entity finance breaks down faster than most teams expect. The reason? Fragmentation creeps in: Different bookkeepers, different processes, different preferences, different setups. Michael Wood shares why visibility across entities needs to move from a month-end consolidation exercise to something closer to a live operating view. #TheNewF*Word #FractionalCFO #CashFlowForecasting