The CFO Group

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The CFO Group The CFO Group is an agency dedicated to serving small to medium business owners with annual revenue between $5M and $100M.

10/14/2026

Not every first call has to end in a sales pitch.

EOS implementer Adam Pontrelli on how he actually works with founders: ask questions, find the weak spots, hand over tools to strengthen them. If it turns into an engagement, great. If he’s not the right fit, he’ll point you to someone who is.

Watch the full episode on YouTube.

10/13/2026

The single biggest predictor of whether a founder succeeds? Not talent. Not money. Coachability.

EOS implementer Adam Pontrelli on his favorite clients the ones who show up, are willing to be wrong, and aren’t looking to be told what they don’t know. They just want someone to shorten the path.

Watch the full episode on YouTube.

10/13/2026

Most teams set a big vision and then wonder why nothing changes. The order is backwards.

EOS implementer Adam Pontrelli explains his approach: teach the tools first, let the team practice them, then set the vision so the moment everyone’s aligned, the whole system flips into ex*****on mode.

Watch the full episode on YouTube.

10/11/2026

Vision. Traction. Healthy. That’s the whole story.

breaks down what EOS really means: everyone aligned on where you’re going, the discipline and accountability to get there, and a team that’s cohesive, functional, open, and honest.

The result is a well-oiled machine with every boat rowing in the same direction.

Watch the full episode on YouTube.

10/10/2026

If every decision depends on you, your business can't grow beyond your capacity. Build systems, delegate responsibilities, and create a business that can run without you.
Follow for more CFO insights on business growth, profitability, and scaling smarter.

Finished the job, paid the crew, and still waiting on 10% of your money? That cash is tied up with the client until they...
10/08/2026

Finished the job, paid the crew, and still waiting on 10% of your money? That cash is tied up with the client until they pay.
Track your retainage across every job so you know exactly how much cash is locked up.
Book a call for the Number.

10/07/2026

The cheapest equipment option isn’t always the best one for your business.
Buying, financing, or renting can affect your cash flow very differently. Before you decide, look beyond the sticker price and model the impact on your cash.

Follow for more CFO insights on smarter equipment and financial decisions.

10/06/2026

More leads don’t always mean more sales. If you’re not tracking where prospects drop off, you’re missing the real problem.

Track your pipeline by stage, identify where deals are dying, and fix the leak that’s costing you revenue.

Follow for more CFO insights on sales, profitability, and business growth.

10/05/2026

A WIP report can show you which jobs are ahead of the money and which ones are quietly draining your cash.
It helps identify overbilling and underbilling before they become bigger cash flow problems.

Follow for more construction CFO insights and learn how to read your WIP report.

10/04/2026

A healthy bank balance doesn't always mean your business has cash available to spend.

Before making your next financial decision, subtract:

Upcoming payroll
Bills due within the next 7 days
Customer deposits committed to unfinished jobs

What's left is a clearer picture of your available cash.

Save this reminder and make cash flow checks part of your weekly routine.

Follow for more CFO insights on financial planning and cash management.

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Wenatchee, WA
98801, 98807

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