WFB Fractional CFO

06/30/2026

The second part to data flows. A quick comment on SharePoint files usage for lookups and direct pathway connection through power query for refreshable, non manual retrieval of that lookup data or mappings.

I also mention briefly the usage of Data Factory and the reason for SQL Server for appending data tables when continuous, historic data tracking is desired from csv generated files.

06/29/2026

Data organization and the data cycle in a business setting of silos and numerous applications. Make it easier to automate and save time with proper setup and planning.

06/29/2026

AI and the tech sub based freemium models. The selling of cars with no wheels or engine is essentially what you now get. It used to be that a freemium model had an engine and wheels but the basic... you could then upgrade to better wheels and a more powerful engine. Now though the model is to make a product and in order to create the tiers you actually take a so-so product and make it sh*ttier. This is not sustainable as a business model

05/23/2026

Notified that I completed/passed the examination for the CSCA from the Institute of Management Accountants. 8 weeks is always a long time to wait to see if everything did go fine.

I believe that proctored professional examinations can compliment degrees well, proving a competency and understanding of subject matter outside of academia, and this one aligns will with the applied principles of the MBA.

The CSCA is a specialty accounting and finance certification that helps professionals master the concepts and techniques required to be key players in driving strategic planning at their organizations. Prior to pursuing the CSCA certification, candidates must first possess a CMA or other approved ac...

04/24/2026

https://www.linkedin.com/pulse/resource-constraints-revenue-strategy-william-bryant-msc-mba-cma-3tlnc

Its probably due to my years in mathematics, but I am always looking at constraints. Floors, ceilings, the impacts. When I came across system constraints and bottlenecks, in particular waiting-times in queueing theory, I began to contemplate maximum utilization at the bottleneck and maximum revenue generation for a given setup ... for example a store front operating a maximum at the bottleneck (usually the registers) or a service-labor based business and labor usage.

This article looks at throughput and how throughput can link operations, finance, and strategy. It impacts maximal rate of revenue generation, capital investment and wasted investment, and overall strategic planning. It is a fairly simple supply-side concept to grasp but often overlooked, assumed or forgotten about within demand-side focused finance models. I believe that it can be useful to focus a deeper understanding of actual operational processes and activities within finance and help to encourage communication for better planning.

The Constraint ~ Bridging Operations Management, Corporate Strategy, and Financial Planning Revenue forecasting. It’s the hinge of any budgeting process.

04/15/2026

Finally completed all four federal taxation courses in the specialization package. Its where accounting meets legal, haha!

04/05/2026

Another 24 hours of tax courses. One more course to go to complete the four taxation courses for CPE.

This certificate verifies my successful completion of University of Illinois Urbana-Champaign's "Taxation of Business Entities I: Corporations" on Coursera

03/28/2026

US Federal Taxation Course II completion.

Focus on business-use and personal-use property, depreciation, amortization, depletion.

This certificate verifies my successful completion of University of Illinois Urbana-Champaign's "Federal Taxation II: Property Transactions of Business Owners and Shareholders" on Coursera

03/15/2026

03/12/2026

https://www.wfbfractionalcfo.com/financialtopicsblog/period-end-closes-and-utilizing-your-fpa-and-it-for-efficiencies

Small companies can utilize their application's integrable capabilities, APIs, and BI tools to create visualizations to assist in closing the books and reconciliations. Not all companies have large ERP systems and the use of real-time data tracking with BI tools can identifying mismatches or incorrect entries or payments day to day so that you aren't scrambling at the end of the period.