Grow With Confidence
FINANCIAL GUIDANCE built for small business — one step at a time.
Welcome to Cascade Financial
Shatter financial barriers. Let the cascade begin…
Hands-On Guidance for Your Business Journey
Get the tools and templates you need to cut through confusion, simplify daily workflows, and build a business that scales.
Financial Education
Engage with our in-depth courses and resources on financial literacy.
Business Consulting
One-on-one consulting focused on financial strategy, growth roadmaps, forecasting, and operational clarity.
Resource Library
Practical templates, guides, and case studies for overcoming key growth challenges.
Video Content
Clear, actionable video content from a CFO perspective to help you lead with confidence.
Our mission is to help owners reclaim their time to focus on creating and building.
We change finance and operations from a burden into a tool for growth. When you understand your business, you unlock its potential.
Richard Rose
CEO, Cascade Financial
CFO Insights
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How to Choose the Right Metrics for Your Small Business
Running a business without tracking metrics is like driving without a dashboard. For small business owners, metrics act as critical decision-making tools, reflecting performance and guiding focus. As businesses evolve through distinct stages, relevant metrics shift, aiding in strategic goals and adjustments. Regular check-ins with these metrics ensure responsive business operations.
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The 7 Stages of Business Growth: What to Prioritize in Finance, Ops, and Sales as You Climb
All growing businesses—no matter the industry or mission—face certain predictable barriers that emerge at each stage of growth. Whether you’re a startup founder, a The 7 Stages of Business Growth: What to Prioritize in Finance, Ops, and Sales as You Climb All growing businesses—no matter the industry or mission—face certain predictable barriers that emerge at…
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Scaling Business Software
One of the easiest ways to undermine your profitability as a small business owner is to overspend on software. The tools themselves aren’t inherently bad—some are excellent. But most new businesses don’t have a tool problem. They have a sequencing problem. What you need in year one is not the same as what you need…
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We help small business owners make smarter financial decisions with tools, education, and guidance tailored to your growth stage. Get started by exploring our free articles or booking a consultation.