​Professional service firms often have strong topline performance but unclear margins, hidden scope creep, and outdated compensation models that reward the wrong things. This case study shows how one firm used their post-tax financials to reset expectations, realign incentives, and prepare for strategic growth—with a clear view of time, talent, and profitability.

When a recession is on the horizon, most companies do one of two things: wait and hope… or react too late. The smartest companies? They plan while the market is still stable.
At Baker CFO Advisory, we help businesses build financial systems that don’t just withstand pressure — they create flexibility. If you’re trying to stay ahead of uncertainty, here are four moves we recommend making before the economy shifts.

A recession doesn’t announce itself. It creeps in — through slower sales, tighter credit, or rising costs. By the time it’s obvious, most businesses are already reacting from behind.

At Baker CFO Advisory, we work with businesses across industries, and the pattern is clear: the companies that survive downturns aren’t always the biggest or the fastest-growing. They’re the ones that saw the risks coming and made simple, strategic adjustments before things changed.
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This article outlines three warning signs that your business might not be as recession-ready as you think — and what you can do to fix them.