Jake Erickson | Margin Theory

Oliver Buchannon

Jake Erickson

Certified Fractional CFO | Helping businesses scale to $20M+ by maximizing profits and cash flow

What If Your Bookkeeper Is Doing It Wrong

Jan 24, 2026

•

3 min read

What If Your Bookkeeper Is Doing It Wrong

Smart Money Moves

Want to see how banks evaluate your business?

Jan 8, 2026

•

3 min read

Want to see how banks evaluate your business?

Smart Money Moves

The FOS Scoreboard: How CFOs At $50M+ Companies Actually Run The Numbers

Dec 27, 2025

•

4 min read

The FOS Scoreboard: How CFOs At $50M+ Companies Actually Run The Numbers

Monthly financials tell you what happened. Not what to do about it.

How Owners Can Compare Projects Safely Using NPV and IRR

Dec 6, 2025

•

3 min read

How Owners Can Compare Projects Safely Using NPV and IRR

The Finance OS

Better financial direction protects your cash when revenue rises.

Nov 15, 2025

•

3 min read

Better financial direction protects your cash when revenue rises.

The Finance OS