Find the 10 warning signs that your books and your business aren’t aligned.

When the owner and controller see the business differently, financial truth gets lost in translation.
Cash looks fine on paper but tight in the bank. Reports arrive late, and even when they’re accurate, they don’t answer your real questions.
That’s not a reporting issue — it’s an alignment issue.
And it’s costing you clarity, credibility, and control.
Your controller says the numbers are clean. Your banker’s not convinced.
Inventory’s rising, margins are slipping, and no one can tell you exactly why.
You don’t have a revenue problem — you have a finance infrastructure problem.
And until the owner, controller, and financials are aligned, every decision rests on unstable ground.

The Owner–Controller Gap Checklist helps you identify the 10 warning signs that your books and your business aren’t aligned — before your next audit, bank meeting, or buyer call.
You’ll discover:
Where financial truth is breaking down
What it’s costing you in cash, time, and trust
What to fix first before it shows up on the P&L
If you said yes to even one, your finance function is already costing you more than you think.
I love this man! He always told me the facts. He helped me learn the business better and different approaches to it. He is highly intelligent and has lots of knowledge. We were like peanut butter and jelly. His personality is awesome, and he was always so much fun as we WON a lot together! I love this man! He always told me the facts. He helped me learn the business better and different approaches to it. He is highly intelligent and has lots of knowledge. We were like peanut butter and jelly. His personality is awesome, and he was always so much fun as we WON a lot together!
Jeff is a leader, plain and simple. He welcomes the weight of complex decision making and owns the results. He meticulously gathers the information necessary to evaluate all options, considers his objectives, acts, and owns the results. I worked directly with Jeff on the employee benefit programs for his employers, but we discussed business problem solving in many different facets. He possesses the creativity that any employer would be lucky to have.
“As an aspiring Chief Financial Officer myself, I could not have asked for a better mentor or example of a true leader both professionally and personally. During my internship, Jeff provided a learning experience that went far beyond routine financial work. He made every project an opportunity to think strategically and understand the ‘why’ behind each process.… His teaching style combined trust with high expectations—a balance that challenged me to grow both technically and professionally. Jeff is not only a talented financial leader but also a patient mentor who values developing those around him. Through his mentorship, my career ambitions—such as becoming a CFO—felt more achievable than ever….”

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