Insights & Perspectives
Short essays on stewardship, governance, and the strategic finance decisions facing clubs, hospitality businesses, and growing companies.
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A working budget process for ALF owner-operators: a census bridge instead of a flat occupancy assumption, cost per resident day instead of departmental totals, labor built from the acuity model, and a monthly reforecast your lender will actually respect.
Resident acuity rises continuously; care fees only rise when someone triggers a reassessment. That gap — your care-fee capture rate — is usually worth more than any cost-cutting exercise on the table.
High performers hold labor near 30% of revenue. Most operators run several points higher — and on a $5M community, five points is $250,000 a year. Here are the benchmarks, the acuity-based staffing model, and the three leaks that quietly undo it.
More than half of long-term care providers already outsource accounting functions. The real question isn't whether to outsource — it's which of the three layers of finance work you outsource, and which layer you're missing entirely.
A CFO resigns with two weeks' notice and budget season starts in six. An interim CFO fills the seat at full load for a fixed window — here is what that engagement actually looks like, what it costs in 2026, and when it is the wrong answer.
Your controller resigned, the audit starts in five weeks, and nobody else has ever opened the general ledger. Here is what an interim controller does day to day, what the engagement costs hourly and monthly, how long it runs, and how to hand the seat to a permanent hire.
The notice email arrives on a Friday afternoon and nobody else knows how the close works. Here is the first-48-hours checklist, what to extract while they are still there, the risks that surface at day 30, and how to decide who runs the books next.
You know something is wrong with your finances but not what to call it. Here is how to diagnose the actual problem — close process, controls, cash, or strategy — and route it to the right level of help.
If you get a monthly financial package you can't use, it's failing in one of three specific ways. Here's how to diagnose which one you have — and the close calendar and package format that fix each.
