The scaling mindset
You are still the system. That's the plateau.
Read articleAlan K. Scher believes every growing business needs real financial leadership, not just someone to file the return and close the books. Four decades of tax and accounting work showed him where that gap hurts most, and closing it for owners is why he built this practice.
Alan K. Scher is a CPA who has spent 40 years helping owners make sense of their numbers, first inside CPA firms in Wilmington, Denver, and Boulder, and since 2005 through his own firm, Scher Group. His master’s in taxation means the tax angle isn’t an afterthought; it shapes the advice from the start. As a fractional CFO, he brings that depth to the decisions owners usually face alone, from cash flow to where the business is headed.
The owners he knows best run professional practices, from medical and dental offices to engineering firms, plus service businesses and real estate investors, though he’s glad to hear from any owner outgrowing their setup. Away from work, Alan is married with two grown kids and spends his free time hiking and mountain biking around Boulder.
Alan moves fast to get a clear picture of where the business stands, digging into the books, the tax position, and how cash moves, then comes back with a short list: what needs attention now, and what can wait.
Next Alan builds what’s been missing, the forecasts, reporting, and steady monthly rhythm that let owners see what’s coming instead of reacting to it. Each piece is built around your business, not a template.
After that, the work settles into a steady partnership. Alan doesn’t hand over a plan and vanish; he stays in the picture month to month, tracking it against real results and owning his end of the outcome.
The best financial decisions get made in conversation, when someone who knows your numbers is thinking them through with you. That’s the seat Alan takes, working shoulder to shoulder on the calls that shape the business. Here’s what that looks like week to week.
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