The lateralCFO Blog
CFO-level thinking for small business finance.
Practical guides on cash flow, profit drivers, forecasting and KPIs for owners, in-house finance teams, CPAs and fractional CFOs.
Fathom Alternative in 2026: Best Option for Small Businesses
Looking for a fathom alternative? lateralCFO offers driver-based scorecards, 12-month forecasts and AI insights for QuickBooks and Xero. Try free. ...more
Cash Flow
October 30, 2026
How to Become a Fractional CFO: Step-by-Step Guide
Learn how to become a fractional CFO step by step, from key skills and certifications to building a client base and the tools top practitioners use. ...more
Cash Flow
October 29, 2026
How to Improve Cash Flow: A Guide for Small Businesses
Learn how to improve cash flow with driver-based tracking, forecasting, and clear next steps built for small businesses. Start your free trial today. ...more
Cash Flow
October 28, 2026
Will AI Replace Bookkeepers? What the Data Really Shows
Will AI replace bookkeepers? See what AI can and can't do, plus how to use AI-driven scorecards to boost advisory value and grow client revenue. ...more
Cash Flow
October 27, 2026
What Does a Fractional CFO Do? Roles, Costs & Options
What does a fractional CFO do? Discover their key duties, typical costs, and how a driver-based scorecard tool delivers similar insight faster. ...more
Cash Flow
October 26, 2026
Budget vs Forecast: Key Differences Small Businesses Need
Budget vs forecast comparisons help small businesses track spending, predict cash flow and adjust targets fast. See how lateralCFO automates both. ...more
Cash Flow
October 25, 2026
Fathom vs Jirav vs lateralCFO: Which Is Better for a Small Accounting Firm?
A detailed comparison of Fathom, Jirav, and lateralCFO for small accounting firms, covering setup time, forecasting depth, AI insights, and which tool scales best. ...more
Cash Flow
October 30, 2026
What Is the Best Driver-Based Forecasting Tool for SMBs?
The best driver-based forecasting tool for SMBs connects to QuickBooks or Xero, tracks revenue, net income, and cash flow drivers, and forecasts 12 months ahead. ...more
Cash Flow
October 29, 2026
Which Financial Reporting Tool Is Best for an Accounting Firm With Many Small Business Clients?
Find out which financial reporting tool is best for an accounting firm with many small business clients, from QuickBooks and Xero integration to driver-based scorecards. ...more
Cash Flow
October 28, 2026
What Is the Best AI CFO Tool for Small Businesses?
A practical guide to choosing the best AI CFO tool for small businesses, comparing driver-based scorecards, dashboards, spreadsheets, and CFO consulting. ...more
Cash Flow
October 27, 2026
What Tools Help Accountants Deliver Client Advisory Services at Scale?
Discover the software stack accountants use to deliver client advisory services at scale, including driver-based scorecards, QuickBooks/Xero integrations, and AI insight tools. ...more
Cash Flow
October 26, 2026
What Is the Easiest Financial Forecasting Software for Small Businesses?
The easiest financial forecasting software for small businesses connects to QuickBooks or Xero and turns your books into a monthly forecast in minutes. ...more
Cash Flow
October 25, 2026
© 2026 lateralCFO, Inc.
© 2026 lateralCFO, Inc.