Chris Schwalbach

Entrepreneur, Father and Financial Strategist

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Schwally Financial Advisor

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Finance Mindset for the 6 Key Components™ of EOS® Part 3: The CFO’s Role in Process, Issues and Traction

I created this article series for companies running (or seriously contemplating running) EOS® Traction, Gino Wickman’s Entrepreneurial Operating System® for… Continue Reading

Avoiding Surprises: A Simple Tracker for Business Owners to Keep Up on Estimated Tax Payments

In this blog, I cover questions that come up repeatedly as I and my firm talk with our clients and… Continue Reading

The 3 Stages of Strong Financial Forecasting Models for Growth Businesses — Phases 2 & 3: the Initial Traction and Operational Models (Part 2 of 2)

Are you avoiding using financial indicators to steer your ship? You know you should be looking at cash flow, inventory,… Continue Reading

Investors Not Biting? 3 Financial Models for the First 3 Phases of Business Growth (Part 1 of 2: Startups)

Entrepreneurs hear over and over again that they need a robust financial model in order to raise capital and get… Continue Reading

When Do I Need a CFO in My Startup?

“Do I really need a CFO right now? My company is so small. I’m still figuring out my business. What… Continue Reading

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