Videos
Fractional CFO videos: short answers to the money questions owners ask
Short briefings from me, Bob Morgan, on cash, margins, borrowing, reporting, and growth. No finance lectures - each video takes one problem I see in founder-led companies and walks through what I would do about it.
30+ years
as a CFO
MBA
in Marketing
CPA
Georgia State Board of Accountancy License #CPA012637 (inact)
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Latest fractional CFO videos
Longer walk-throughs, each built around one decision an owner is facing. Press play to watch here, or follow along on my YouTube channel.
Aug 14, 2026
If Your Bank Is Asking Questions You Can’t Answer, That’s a Problem Worth Fixing Quickly.
Banking relationships tend to run smoothly in the background until they don't. You’re wearing too many hats. And when a lender starts asking for reporting you haven't been producing, or...
Aug 13, 2026
SaaS Metrics Look Simple. The Financial Decisions Behind Them Aren’t (2026)
I've spent a significant part of my career working with SaaS and tech-enabled businesses, and there's a pattern I see consistently in founder-led SaaS companies at the growth stage.
Aug 12, 2026
I’ll find $50,000 in profit opportunities in 30 days, or my work is free
Most founders face uncertainty when it comes to cash. They’re wearing too many hats. They stitch finance together with a CPA for taxes, a controller for the books, and a...
Aug 11, 2026
The Finance Problems CEOs Stop Talking About in 2026 (and what to do about them)
Most CEOs I talk to aren't looking for a finance lecture. They're dealing with something specific. Something that's been quietly costing them money, or slowing their decisions, or keeping them...
Aug 10, 2026
The $200,000 back injury hiding in your hiring process
I want to tell you a quick story about Ace Auto Parts. They had about 400 delivery drivers in Florida. And they were losing over $200,000 a year to workers'...
One-minute CFO briefings
Quick takes on cash flow, margins, reporting, and borrowing. Each one makes a single point you can act on this week.
Jan 17, 2026
SaaS Growth Reality: Retention Matters More Than Acquisition | Fractional CFO View
Jan 16, 2026
Fleet Costs Rising? Idle Time Is Draining Cash More Than Fuel | Fractional CFO View
Jan 15, 2026
Labor Costs Spiking? A Fractional CFO’s Way to Fix the Work Before Cutting Headcount
Jan 13, 2026
Insurance Keeps Climbing | How Rising Costs Quietly Pressure Cash Flow
Jan 9, 2026
How to Get Better Borrowing Terms | Fractional CFO Preparing Companies for Lenders
Jan 8, 2026
Why Margins Fade | When Growing Companies Lose Profit Without Noticing
Have a question one of these videos didn’t answer?
Or text me directly at (727) 455-9905.