About You Need A CFO
Experienced Financial Leadership for Growing Businesses
You Need A CFO helps business owners gain clearer financial visibility, improve cash flow, and make confident decisions through practical, experienced financial guidance.
Led by Kevin P. Lacey, CPA, MBA, with more than 20 years of financial and operational leadership.
Our Approach
- Clear financial guidance without unnecessary complexity
- Forward-looking planning based on your business goals
- Practical recommendations you can act on
- Ongoing support from an experienced CPA
Meet Kevin Lacey, CPA/MBA
Kevin Lacey founded You Need A CFO to give growing businesses access to experienced financial leadership without the cost or commitment of hiring a full-time CFO. With more than 20 years of financial and operational experience, Kevin helps business owners understand what their numbers are saying and use that information to make stronger decisions.
His approach begins with understanding the business, its goals, and the challenges affecting its financial performance. He then helps establish clearer reporting, more reliable forecasts, stronger cash-flow planning, and practical financial processes. The goal is to provide useful insight that helps owners improve profitability, anticipate cash needs, evaluate opportunities, and prepare for sustainable growth.
Kevin holds both CPA and MBA credentials and has supported businesses across multiple industries, with particular expertise in inventory-based businesses. His extensive work with manufacturers, distributors, and other companies that manage inventory gives him a deep understanding of cash tied up in stock, product margins, purchasing decisions, operational efficiency, and the financial systems needed to support growth. This experience allows Kevin to connect financial performance with the operational decisions that influence it, providing guidance that is both technically sound and grounded in real-world business judgment.
Published Industry Insights
In addition to his client work, Kevin is a contributing author to The Woodard Report, where he shares practical perspectives on financial leadership, business strategy, artificial intelligence, and the evolving role of advisory services. His articles explore how disciplined execution, effective systems, and thoughtful leadership can help accounting professionals and business owners adapt and succeed.
- Why Getting Things Done Matters More in the Age of AI →
- What Formula 1 Can Teach Us About Running an Accounting Practice →
How We Help Growing Businesses
We provide ongoing financial insight, planning, and decision support that helps business owners understand current performance and prepare for what comes next. Our services may include:
- Cash-flow forecasting and working-capital planning
- Budgeting, forecasting, and financial modeling
- Profitability and margin analysis
- Financial reporting and KPI dashboards
- Scenario planning for growth, hiring, investment, and risk
- Strategic guidance for major financial and operational decisions
Our role is to turn financial information into practical guidance so you can anticipate challenges, evaluate opportunities, and make informed decisions with greater confidence.
Who Benefits from CFO Support?
You Need A CFO works with small and growing businesses that have moved beyond basic bookkeeping but are not yet ready to hire a full-time CFO. Our services are especially helpful for businesses that:
- Generate consistent revenue but need greater financial visibility
- Need a clearer understanding of cash flow, profitability, or margins
- Are preparing for growth, hiring, investment, or financing
- Face increasingly complex financial or operational decisions
- Want experienced guidance without adding a full-time executive
We support businesses across multiple industries, with particular expertise in manufacturers, distributors, and other inventory-based companies.
Is Fractional CFO Support Right for Your Business?
Fractional CFO support gives growing businesses access to senior-level financial leadership without the cost of hiring a full-time executive. The level of support can be tailored as your financial needs, challenges, and business goals evolve.