The Series That Asked
the Unaskable Question.
Eleven books. One thread. AI is rewriting who creates value in finance and who was always just pretending to. From the prequel that asks whether you need a CFO at all, to the operator's blueprint for building actual wealth, this is the most provocative finance series in print.
Do You Actually
Need a CFO?
What Every $3M–$10M Business Owner Should Know Before Writing That Job Description
"The answer, for most of you, is no."
Is Your CFO
Really Working?
Memoirs of an AI-Savvy CEO
"The question is not whether you have what you need. The question is what you are going to do with it."
The CFO Is Dead.
Long Live the Operator.
How AI Is Rewriting Finance Leadership and Who Wins
"The accountant in you kept you safe. The operator in you will make you wealthy."
Build the AI Finance
Department
The Field Manual for Finance Leaders Who Are Done Waiting for Permission
"The leader who builds this machine before their competitor does is not optimizing. They are winning."
The Deal Is
Already Wrong
How AI Is Rewriting Due Diligence, QoE Work, and the Economics of Every LBO You Touch
"AI just removed the floor. Every deal model built before 2024 needs to be rebuilt."
EBITDA Theater
The Performance Games Companies Play Before Fundraising, Acquisition, and Exit
"A one-time cost that occurs three times is not a one-time cost. It is a business model."
The Zombie Portfolio
Inside the Private Credit Collapse, the Locked Funds, and the AI That Saw It Coming
"The mark on the book is a story. The AI told a different one. Both cannot be right."
The Number Is Wrong
and Everyone Knows It
The Hidden Power Struggles Behind Every Forecast, Budget, and Boardroom
"The most dangerous person in the finance department is the one with nothing left to protect."
Is Your Tax Partner
Really Working?
How AI Is Dismantling the Advisory Model and What the Smartest Finance Leaders Are Doing Instead
"We had the idea first. They charged us to have it again."
Stop Thinking Like
an Accountant
Why the 10x Era Is Over and How the Smartest Operators Are Positioning for the Right Exit
"We grew 300% in three years. We destroyed $60M of value doing it. Both things are true."
Own the Outcome
How the Smartest Finance Operators Stopped Working for Wealth and Started Building It
"Surviving is not the same as escaping. You earned the right to escape."
What the People You
Hire Know That You Don't.
Three books for the operator who writes the checks and signs the agreements. Your banker has a credit memo you have not seen. Your auditor has a materiality threshold that protects them, not you. And your exit is being repriced by a working capital adjustment happening right now. These books name the game so you can play it.
Is Your Banker
Really Working?
The Hidden Credit Memo, Covenant Triggers, and Global Cash Flow Analysis Your Banker Reads Before the Meeting
"The meeting you are about to have was already had without you."
The Exit
What the Working Capital Peg, the Retrade, and the Earn-Out Are Actually Going to Cost You
"$4.2M in retrade via working capital adjustment. The founder never saw it coming."
Is Your Auditor
Really Working?
Materiality, the Representation Letter, and What Your Audit Is Not Required to Find
"You signed it. Twenty-three representations on sixteen pages. Most signatories have not read all of them."
The Career Books That
No One Else Will Write.
Two books for the finance professional who has decided that proximity to the title is not the same as holding it. Whether you are building a fractional practice or making the case for the CFO seat that keeps going to someone else, these are the books that name what is actually blocking you.
The Fractional
How Finance Operators Build $500K Practices With AI, Outcome-Based Pricing, and No Full-Time Clients
"The fractional CFO model used to mean doing CFO work at a discount. That era is over. The AI-augmented practice charges more and delivers more."
From Controller
to CFO
The Six Communication Shifts That Move You From Running the Close to Running the Business
"Eight years as a controller. Three times passed over for the CFO chair. The technical work was never the problem."
The Book Both Sides
of the Table Need.
PE-backed CEOs and CFOs operate inside a relationship they misread from day one. The sponsor is not your partner. The sponsor is your counterparty. This book is the operating manual for the company operator who wants to stop losing negotiations they did not know they were in.
What Your PE Sponsor
Is Not Telling You
The CEO and CFO Operating Manual for Life Inside a Private Equity Portfolio
"You read the relationship as a partnership. They modeled it as a trade. That misread costs management teams millions in carry, options, and exit proceeds."
The Technical Accountant's
Survival Manual.
The StackedCFO series asked whether the CFO is working. The Great Replacement series asks what happens to the technical accounting profession when AI closes the complexity gap. The answer is uncomfortable. The manual is not.
Prompt, Close, Repeat
The Technical Accountant's Playbook for Surviving and Profiting From the AI Takeover
"A Managing Director slides a 31-page memo across the table. The CFO reads it. Sets it down. Asks: 'Who wrote this?' The MD pauses. Half a second. That pause is the entire premise of this book."
The Manual That Exists
Before the Role Does.
In April 2026, one AI company accused another of inflating revenue by thirty billion dollars. The accounting question at the center of that fight has no definitive answer yet. This book takes a position.
Accounting at
the Frontier
The CFO Playbook for AI Companies With Revenue Models That Do Not Exist Yet
"The knowledge required to review and refine the AI draft is exactly what it always was. The hours required to produce the first version of it are not."
The Guide That Exists
Because Nobody Wrote It.
Big Four recruiting has an unofficial playbook that circulates through accounting programs at maybe 20 schools. Everyone else finds out too late. This book makes the unofficial playbook official.
The Name You Build
A Big Four Campus Recruiting Guide, From First Networking Event to Year-Three Exit
"Your GPA got you the interview. It stopped mattering the moment you walked in the room."
Where Finance Goes
When It Stops Pretending.
Two works for the reader who wants the version of these conversations that does not happen in board decks. One is a play. One is a novel. Both are finance. Neither is comfortable.
The Quarterly Review:
A Play in Two Acts
Four characters. One conference room. One set of numbers on the dashboard and a different set on the slide.
"The numbers on the dashboard do not match the numbers on the slide. No one looks at the screen. No one does not look at the screen."
Human Capital
A novel about the man who runs the department that eliminates departments
"His title is Director of Human Resolution Services. The previous title was Director of Human Resources. The change was approved at 11:47 p.m. on a Tuesday by an AI system named APEX."
A Different Kind
of Reckoning.
Not every account of broken systems is written in business language. Sometimes it takes fiction to say what nonfiction cannot.
20 Days Fed
A novella about a Marine veteran on food stamps in Boston and the ten days every month when the card runs out and there is nothing left
"Twenty days. The card covers twenty days. The month has thirty. He has learned to not think too far ahead."