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Services For CPA Firms
CFO Strategic Partners can lighten the load for CPA firms
Business | CFO Consultant | CFO Services | January 18, 2023

As businesses close the books for the year and prepare for tax returns, CPAs can often get a clearer picture when their […]

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Budget season is here – What are you expecting for 2023?
Budgets | Business | Surveys | October 28, 2022

Results from CFO Strategic Partners’ budget survey Planning for 2023 is underway. With a potential recession looming and the cost of living […]

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2022 Mid-Year Business Update Survey
What is the “new normal” for organizations?
Business | Survey | July 5, 2022

Results from CFO Strategic Partners’ 2022 mid-year business update survey After the Covid-19 pandemic turned our world upside down two years ago, […]

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Florida Trend Best Companies To Work For
CFO Strategic Partners named best company to work for by Florida Trend
Business |

Florida Trend awards company for superior work culture CFO Strategic Partners, known for providing unmatched, outsourced chief financial services to small- and […]

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2022 Financial Planning
Three ways CFO Strategic Partners can improve your finances in 2022
Business | Survey | January 11, 2022

As we turn the page to a new year, it can be easy to sweep issues from the previous year under the rug and focus on the fresh start. However, if there were troubles in your organization last year, chances are they’ll carry over into 2022 if not addressed head on. Were your end-of-year finances not where you wanted them to be? What are you doing about it?

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What’s the 2022 economic confidence level?
Business | Survey | November 17, 2021

Challenges are expected to continue As 2022 quickly approaches, there are still many challenges and uncertainty organizations continue to face. In the […]

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CFO turnover
CFOSP helps clients overcome unexpected CFO turnover
CFO Services | interim cfo | October 21, 2021

Securing new talent that propels the organizations forward When several clients experienced unexpected turnover on the CFO level, each of them reached […]

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labor shortage
America’s labor and inventory shortage: How organizations are responding
Business | Surveys | October 6, 2021

All across the U.S. organizations are facing two large shortage crises – Labor and inventory. The COVID-19 pandemic brought many changes to […]

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Employee retention credit
Consumer alert: Employee retention credit
Business | August 31, 2021

It has come to our attention a number of businesses are being approached by firms with proposals to conduct the research needed […]

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Success story: CFOSP helps restaurant chain fund growth
Business | CFO Consultant | Outsourced CFO | July 9, 2021

On the outside, it appeared that one of Orlando’s growing fast-casual restaurants was nothing but success. The chain was expanding quickly and […]

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Mid-year checkup: Is your business on track?
Business | Financial Consultant | June 28, 2021

It’s hard to believe it, but the year is halfway over—and it’s time for a reality check. Last December, with the optimism […]

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Post pandemic: many offices plan to continue work-from-home flexibility
Business | March 23, 2021

CFOSP survey paints a bright picture for the back half of 2021 The vaccination program across the country is picking up speed. […]

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Turnover does not have to mean turmoil
Uncategorized | February 16, 2021

CFO Strategic Partners provides valuable combination of short-term CFOs and executive search to keep your organization humming Turnover at the chief financial […]

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Paycheck Protection Program round two: Many businesses seek additional funding
Business | Uncategorized | January 21, 2021

As the next round of the Paycheck Protection Program begins, business owners all over the country have tough decisions to make. Recently, […]

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2020 bonuses and benefits: where do businesses stand?
Business | October 26, 2020

CFO Strategic Partners recently asked CEOs about their plans related to year-end pay raises, bonuses, holiday party and their outlook for the […]

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Five things you need to know about the PPP loan forgiveness application
Business | October 7, 2020

Nothing about the Paycheck Protection Loan program has been clear or easy to understand and the loan forgiveness application process is no […]

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2020: Q4 Planning
Business | CFO Consultant | September 25, 2020

Early in 2020, with the optimism of a new year, it was easy to dream big and establish goals for the future. […]

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THE PPP AND LATEST FORGIVENESS GUIDANCE
CFO Consultant | CFO Services | Managing uncertainty | Outsourced CFO | Outsourced CFO Services | June 17, 2020

The Paycheck Protection Program (PPP) has provided many small and mid-sized companies with much needed funding to sustain their operations during the […]

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HOW IS YOUR BUSINESS COPING THROUGH THIS PANDEMIC? SURVEY RESULTS
Business | June 2, 2020

CFO Strategic Partners recently conducted a brief survey to gather feedback about how CEOs are coping with some of the varying and […]

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COVID-19 — WHERE DO YOU STAND NOW? SURVEY RESULTS
Business | May 15, 2020

CFO Strategic Partners conducted a brief survey earlier this week to determine how local CEOs and business leaders are responding to the […]

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More PPP funding coming—but what comes next?
Business | April 22, 2020

Small businesses across the country have eagerly sought financial relief through the Paycheck Protection Program (PPP) passed by Congress under the CARES […]

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Survey results: How CEOs are navigating the PPP
Business | April 16, 2020

Over the course of the last few weeks, CFO Strategic Partners has been helping more than 100 clients work their way through […]

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COVID-19 Funding through a PPP loan—Anything but simple
Business | April 10, 2020

Our team at CFO Strategic Partners has been working intimately with close to 100 clients the past two weeks to navigate the […]

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Survey results: How CEOs are handling economic uncertainty and COVID-19
Business | April 2, 2020

CFO Strategic Partners recently conducted a brief survey to determine how local CEOs and business leaders are currently responding to COVID-19 and […]

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CEO toolkit for uncertain times
Business | Managing uncertainty | March 25, 2020

As part of our ongoing discussions regarding the current volatile economic climate, we are offering a CEO toolkit to help you manage […]

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Change management in times of economic uncertainty
Business | Managing uncertainty | March 19, 2020

CFO Strategic Partners has over 20 years of helping clients manage change in business.  Whether the cause is due to high growth […]

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Essential strategies for handling accounting staffing challenges
Business | March 16, 2020

Large or small, most companies would experience turmoil if a key accounting employee were to suddenly resign, take a leave of absence […]

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5 Signs You Need a Part-Time CFO
Business | CFO Services | Outsourced CFO | February 19, 2020

It is not uncommon for growing companies to arrive at the point where they need financial expertise beyond basic accounting functions.  Here […]

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Nonprofit organizations can maximize impact throughout the year with strong financial leadership from CFO Strategic Partners
Business | Financial Consultant | Non Profit | January 14, 2020

As a new year begins, charities and nonprofit organizations look for the most effective way to utilize and stretch vital funds received […]

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Bonus time: Like it or not, managers still largely decide who gets paid
Business | December 10, 2019

2019 Bonus Survey shows tradition reigns, but when bonuses are paid is changing The holidays are here, and many business owners use […]

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Time to face reality — Exit planning needs to be on your to-do list now
Business | Exit Planning | October 17, 2019

Exit planning needs a rebrand. Why? Exit planning sounds like something you can get around to, something you have plenty of time […]

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CFO Strategic Partners announces new Director
Business | October 1, 2019

At CFO Strategic Partners, we not only focus on growing businesses, we focus on enriching the lives of our clients, friends of […]

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Exit strategy: What’s your plan?
CFO Services | September 11, 2019

Most business owners think about how to build and expand their business, but we’ve found many people put what comes next on […]

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Happy 20th Anniversary to the CFO Strategic Partners Team
Business | CFO Consultant | CFO Services | August 8, 2019

A Reflection on Enriching Lives A 20-year anniversary is a great time to reflect, honor the past, and set intentions for the […]

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At a crossroads: Why an exit strategy is important and how to prepare one
Business | CFO Consultant | Financial Consultant | Uncategorized | July 30, 2019

One of the biggest reasons clients seek out CFO Strategic Partners is because they’re ready to leave their business, whether to start […]

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Medical marijuana: What’s your business’ policy?
Business | CFO Services | July 16, 2019

The legalization of medical marijuana is here – and for businesses, no matter which side of the fence you land on, it […]

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Benefits for part-timers: Where does your business stand?
Business | CFO Consultant | CFO Services | July 2, 2019

Businesses of all sizes have often focused benefit packages on taking care of their full-time employees. But with employment rate at an […]

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A customized approach: How CFO Strategic Partners’ diagnostic tool can power your business
Business | CFO Consultant | CFO Services | Financial Consultant | May 22, 2019

At CFO Strategic Partners, we go beyond the bottom line. Rather than focus on just the numbers, we look at the whole […]

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The best PTO policy: Is your company in line?
Business | CFO Consultant | April 23, 2019

From full-time employees and part-time workers to seasonal workers, PTO is a big factor in the job market. For CEOs, it can […]

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Are you getting Performance from your Performance Bonus Plan?
Uncategorized | February 8, 2019

If you are like so many other CEOs, you have said this before: “I paid my employees bonuses one year. The following […]

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The season of gratitude: Thank you to our non-profit clients
Uncategorized | November 21, 2018

Thanksgiving has us feeling, well, thankful—and this year, our team at CFO Strategic Partners wants to take a moment to express our […]

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Budgeting: Begin with the end in mind.
Budgets | Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Projections | Financial Services Consulting | November 9, 2018

Backwards Budgeting may sound like an odd approach, but at CFOSP we begin with the end in mind. We often hear CEOs […]

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CFO Strategic Partners adds two new team members
Business | CFO Consultant | interim cfo | Outsourced CFO | Part Time CFO | Tampa | Temporary CFO | September 17, 2018

CFO Strategic Partners is proud to announce it has added two new members to its team. Together, CFO Tim Hudson, CPA, and […]

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CFO Strategic Partners announces Tampa expansion
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | interim cfo | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Tampa | Temporary CFO | August 28, 2018

Outsource firm adds team to be closer to clients in market CFO Strategic Partners (CFOSP) is proud to announce it has added […]

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Work-life balance: The buzzword that isn’t making as big of an impact as we might’ve thought
Business | August 3, 2018

Work-life balance has been a discussion item with C-level executives and the HR departments for more than 20 years. The generational drumbeat […]

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#MeToo movement – an opportunity for the Mid Market companies
Business | July 17, 2018

Attention CEOs: This is an opportunity to showcase your culture and values The #MeToo movement has provided an opportunity for employees in […]

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Cyberattacks are sneaky, but your cybersecurity plan should be solid
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | June 13, 2018

Communications is an important deterrent One minute your business is humming along. Productive. Profitable. In an instant, all of the work can […]

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Hurricane season is here. Are you prepared for the risks?
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | May 31, 2018

Disasters—they’re always looming in the distance until they suddenly hit. Although they almost always cause damage, you can help minimize the extent […]

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Survey says: CEOs go on vacation, but not for long enough
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | May 30, 2018

For busy CEOs, summer vacation is a chance to get away and recharge. With the summer travel season officially kicked off, CFO […]

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Sales are up—but where did the cash go?
Business | CFO Consultant | Financial Consulting | Financial Consulting Firms | Financial Projections | May 14, 2018

At one point or another, almost every CEO of a growing company has asked, “My sales are growing, but where is my […]

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CFOs rise to the occasion for Random Act of Kindness Challenge
CFO Consultant | CFO Services | Financial Consultant | Outsourced CFO | Part Time CFO | Temporary CFO | April 25, 2018

At CFO Strategic Partners, we believe one of the best ways to spread kindness is one random act at a time—which is […]

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Managing cash – The lifeblood of the business
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | March 28, 2018

Do you have a plan for managing your working capital? Every company is different, and that means finding the right cash solution […]

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What would you do if your CFO was gone tomorrow?
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | interim cfo | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | March 15, 2018

What if your CFO walked into your office and announced, “I’m leaving tomorrow for another job.”? Or what if they suffered a […]

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Can you afford to sell your business? Reality versus Wishful Thinking
Business | Financial Consultant | Financial Consulting Firms | February 1, 2018

By Nick Carbone Business owners dream of selling their businesses for top dollar. But, in reality, many have no idea what their […]

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Personal Time Off: Where do you stand?
Budgets | Business | December 18, 2017

When it comes to the holidays, we’re apparently most thankful for Thanksgiving and Christmas. They were the most common automatic days off, […]

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New Year, New Opportunity
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | interim cfo | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | November 28, 2017

As the year comes to a close, many people reflect on where they are in their careers and personal lives. If you […]

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Enriching Lives Through Giving
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | Non Profit | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | November 20, 2017

When CFO Strategic Partners formed 19-years ago, Shannon Carbone set out to enrich lives. Her mission has since expanded beyond the office […]

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CFO Strategic Partners Adds One New Member
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | November 17, 2017

Chief financial officer outsourcing firm announces new hire CFO Strategic Partners is growing. The Orlando-based chief financial officer outsourcing firm announced it […]

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My Framed Dollar Bill
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Services Consulting | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | October 30, 2017

The long standing tradition of framing the first dollar bill earned both honors and recognizes the very first customer and the very […]

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CEOs Need to Look at Budgeting Differently: It is Your Job to Think Big Picture
Budgets | October 18, 2017

Many CEOs detest the budget process, and some think it’s a complete waste of time. But with the fourth quarter underway in […]

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Hurricane Irma’s On-Going Impact
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | October 2, 2017

Cleaning up from a storm is typically an arduous task. Nearly a month after Hurricane Irma took direct aim at Central Florida, […]

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How to Justify New Software
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Services Consulting | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | September 21, 2017

“Know your numbers”: it’s a key principle of business. Could your software be producing the wrong numbers, which are used by the […]

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Are businesses closing for Hurricane Irma? Friday no, Monday YES!
Business | September 7, 2017

Many Central Florida CEO’s are asking the question: Do I close the office for the Hurricane Irma? We polled our clients to […]

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Do you have unrealized profit in your company?
Budgets | Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Projections | Financial Services Consulting | Financial Services Outsourcing | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO |

Companies are often focused on improving their bottom lines and with good reason—it directly relates to increasing profits.  It is often overlooked […]

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Director Carrie Mistina gives back to the community
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | August 23, 2017

At CFO Strategic Partners, we embrace our mission: To enrich lives. It’s not just a motto, it’s put into practice. Director Carrie […]

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With uncertain times, it’s never too early to start planning your taxes
Budgets | Business | Financial Consultant | Financial Consulting | Financial Consulting Firms | August 17, 2017

With uncertain times in Washington and wrangling over the president tax proposal, it’s still never too early to start planning for taxes. […]

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Are you offering clients 0% payment terms without even realizing it? Our three-part series can help stop the insanity.
Budgets | July 27, 2017

Days Sales Outstanding: Be responsive to everyone’s differences Analyzing different areas of your accounts receivable functions is extremely important when ensuring your […]

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Are you offering clients 0% payment terms without even realizing it? Our three-part series can help stop the insanity.
Budgets | July 11, 2017

  Analyze your collections process: To prosper, be proactive!   Most middle market size companies allow their customers to treat them like […]

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Are you offering clients 0% payment terms without even realizing it? Our three-part series can help stop the insanity.
Budgets | June 13, 2017

Stop being your client’s bank: Set a credit approval process   You’re not a credit card company desperate for new customers, stop […]

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10 Things CEOs Say
Uncategorized | April 7, 2017

Over 18 years in business and thousands of clients.  You can imagine we have seen a lot, met some pretty fascinating folks, […]

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How to Effectively Motivate the Millennial Sales Team – You’re Doing it Wrong
Uncategorized | March 17, 2017

What makes today’s sales team tick? How are you motivating the next generation of sales superstars? Unfortunately, you are probably not it […]

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Software Conversion? Don’t Try This At Home.
Uncategorized | March 9, 2017

Let’s face it, there is no good time to change accounting software, right?  The process can seem overwhelming and there are so […]

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Flip the Script
Uncategorized | March 2, 2017

A little background…..Our client wanted to implement a bonus plan that was 200% higher than previous years and asked for our assistance […]

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10 Major Interviewing Red Flags to Watch Out For
Business | CFO Consultant | CFO Services | Financial Consultant | Financial Consulting Firms | February 23, 2017

As a former Staffing Manager, I have interviewed thousands of candidates. The variety of roles have spanned from Call Center Reps to […]

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Host an Outstanding Panel Interview
Uncategorized | February 16, 2017

Hosting outstanding panel interviews are key to showcasing your company culture while “selling” your candidate on your company as a great place […]

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Ongoing Strategic Planning in 2017
Uncategorized | February 9, 2017

In 2017, it’s hard to know what challenges you’ll be facing next week, much less the rest of the New Year. That’s […]

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Accelerate Your Career by Working Less
Uncategorized | February 2, 2017

In a recent Bloomberg Businessweek Interview, Marissa Meyer, CEO, Yahoo!, talked about the value of hard work when she was working at […]

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7 Critical Things to Consider When Designing Your Bonus Plan
Uncategorized | January 26, 2017

Bonus plans that are properly designed and executed promote retention, reward employees for contributions to the organization, and drive behaviors that impact […]

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3 Ways an Outsourced CFO can make 2017 your Best Year
Uncategorized | January 20, 2017

Happy New Year is old news. In the finance and business world, January is almost over which means companies that operate on […]

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Served with a side of Pie
Uncategorized | January 17, 2017

In 2017, Boards of Directors have even more responsibility in terms of transparency, accountability and qualifying program goals. Understanding the organization’s financial […]

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Is Your Board an Accident Waiting to Happen?
Non Profit | Uncategorized | January 12, 2017

Nonprofits have incredibly talented and compassionate professionals on their board of directors. These resources are energetic, committed to the mission, and dedicated […]

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How to Adapt Your Recruitment During Fast Business Growth
Uncategorized | January 10, 2017

Small Businesses face recruitment challenges when in expansion mode. According to LinkedIn, Small, and Medium-Sized Business Recruiting Trends 2017 Report, this upcoming […]

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Increase Your Employee Engagement in 3 Steps
Uncategorized | December 23, 2016

It’s the end of the year – did you have high employee retention? In this competitive talent market, companies are seeking ways […]

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Dept of Labor: Updated Overtime Rules
Business | Financial Services Consulting | Uncategorized | November 8, 2016

The DOL is implementing new overtime/exempt employee rules beginning December 1, 2017. The new rules strengthen overtime protections to millions of workers […]

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The Right People on the Bus? It’s Not That Simple.
Uncategorized | September 27, 2016

The Right People on the Bus? It’s Not That Simple. As a Business Owner, you’ve likely heard that having the right talent […]

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NonProfit Guide to New Overtime Law
Uncategorized | August 16, 2016

Effective December 1, 2016, the Department of Labor ruled in favor of a new overtime law to “ensure that the Fair Labor […]

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Valuing a Company: How Knowing Your Business Value Can Boost Your Growth
Business | Uncategorized | August 1, 2016

“How big is your company?” When you ask the CEO of a public company this question, odds are they will respond with […]

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New Overtime Rule: 5 Key Considerations
Uncategorized | May 20, 2016

Making rules is hard. Addressing the compensation and labor rules in our Country is long overdue. Fair and equitable compensation for our […]

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Financial Controller vs. Part-Time CFO for Small Business
Uncategorized | April 25, 2016

Managing the finances of a small business can be, and often is, a full-time job. For many companies, hiring a full-time, qualified […]

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Top 3 Pitfalls in NonProfit Grant Management
Uncategorized | March 7, 2016

We have identified the top 3 pitfalls in grant management. Grant management encompasses the entire process of selecting grants to pursue, fulfilling […]

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CFOs Agree; Healthcare Industry Diagnosis is Poor
Uncategorized | February 26, 2016

Declining quality of care, poor credit ratings, and high-deductible health plans just barely begin to address the primary concerns voiced by healthcare […]

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5 Key Focus Areas in Government Contract Accounting
Uncategorized | January 8, 2016

Government contract accounting can be a very different animal for those not familiar with Federal Acquisition Regulation (FAR) regulations or changing mandates […]

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Happiness Audit
Uncategorized | October 8, 2015

Most CEO positions do not come with a job description, a performance review, or even a means of measurement. A Happiness Audit […]

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The Company’s Financial Roadmap
Uncategorized | September 8, 2015

In today’s high tech, rapid prototyping, dynamic marketplace, it’s hard to know what challenges you’ll be facing next week, much less next […]

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Backwards Budgeting: Begin with the End in Mind.
Uncategorized | August 18, 2015

Backwards Budgeting may sound like an odd approach, but at CFO SP we begin with the end in mind. We often hear […]

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Top 3 Metrics to Track Profitability
Uncategorized | July 20, 2015

With the 4th quarter around the corner, now is a critical time to assess and project profitability metrics for 2015. There is […]

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Are Non-Tech CEO’s Blind?
Uncategorized | June 5, 2015

It has been said that Non-Tech CEO’s are blind in today’s business landscape. CEOs who work to stay in front of new […]

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Mid-Year Evaluation: 4 Things CEO’s Should Do Now to Ensure 2015 Success
Uncategorized | May 7, 2015

This time of year, many people are thinking of summer vacation plans; however, most CEO’s I know are thinking about their business. […]

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Every CEO Should be Tracking these 5 Financial Metrics
Uncategorized | April 6, 2015

Most CEOs believe they know their numbers. However, describing their revenues, employee headcount, and how much cash is in the bank is […]

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5 Pillars of Financial Dominance for CEO’s
Uncategorized | March 18, 2015

CEO’s hide a dirty little secret; many of us simply are not as good “with the numbers” as we’d like to be. […]

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Financial Projections: Is a Surprise Around the Corner?
Budgets | Business | Financial Projections | January 13, 2015

We have all done it. Reveling in that nice feeling of accomplishment after creating a great budget from a detailed analysis… only […]

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Top 5 for Every CEO to Prevent Fraud Now
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | interim cfo | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | Uncategorized | December 10, 2014

 5 Things Every CEO Should Do Immediately, to Help Prevent Fraud Most CEO’s that have never fell victim to fraud in their […]

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Top 5 Tax Strategies for Year End
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | interim cfo | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | Uncategorized | November 10, 2014

Top 5 Tax Strategies for Year End  Consider Deferring Income Depending on this year’s margins and profits, some Owners opt to defer […]

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Budgeting and Forecasting Part 2: The CEO’s role in the budgeting process
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | interim cfo | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | Uncategorized | November 3, 2014

Building your Backwards Budget  Next, work that bottom line figure backwards.  By factoring in capital expenditures or additional investments the CEO wants […]

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Budgeting and Forecasting Part 1: The CEO’s role in the budgeting process
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | interim cfo | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | Uncategorized | October 27, 2014

Backwards Budgeting. Begin with the End in Mind. As a speaker and facilitator to CEO groups, I’m always baffled by the response […]

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Avoiding a Black Eye as a NonProfit
CFO Consultant | CFO Services | Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Management Consulting | Financial Services Consulting | Financial Services Outsourcing | interim cfo | Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | Temporary CFO | Uncategorized | October 20, 2014

When operating a nonprofit organization, one quickly learns that handling money wisely, is paramount. Even the smallest misstep can result in an embarrassing situation for the […]

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Top 3 Most Common QuickBooks Mistakes Small Business Owners Make
Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | January 6, 2014

If you’re a small business owner that handles your own finances, you may have chosen QuickBooks to manage your accounting needs.  The […]

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Historical Financial Reporting vs. Future Financial Reporting
CFO Consultant | CFO Services | Outsourced CFO | December 31, 2013

Did you know that financial reporting is necessary for business owners and it is highly recommended that you implement such reports on […]

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Does My Company Need a CFO?
Outsourced CFO | Outsourced CFO Services | November 22, 2013

For many small to midsize business owners, finding the right time to ingratiate a chief financial officer into your company is a […]

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How to Build and Manage a Successful Relationship with Your Bank
Outsourced CFO | Outsourced CFO Services | November 15, 2013

As a business owner, one of the most important relationships you will form outside of your key management team is with your […]

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Sustainability is a Key Driver of Financial Performance
Financial Consultant | Financial Consulting | Financial Consulting Firms | November 7, 2013

One major function of chief financial officers (CFOs) is forecasting a company’s performance. And a performance indicator that’s rapidly growing in importance […]

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The Success of Your Merger Could Depend on a CFO
CFO Consultant | CFO Services | October 29, 2013

Mergers and acquisitions are a way to grow your business and increase your company’s value. They are, however, complicated processes that begin […]

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Why Technical Innovation is a Financial Necessity
Uncategorized | October 22, 2013

One of the hallmarks of a successful company is technical innovation. Innovation can boost market share, improve a company’s competitive advantage, and […]

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Is my company too small for CFO services?
Outsourced Accounting Services | Outsourced CFO | Outsourced CFO Services | Outsourcing Accounting Services | Part Time CFO | October 15, 2013

Every company is different, with different business goals, financial requirements, and company structures. That means there’s no standard answer when you’re wondering […]

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Identify and Address Bankruptcy with an Outsourced CFO
Outsourced CFO | Outsourced CFO Services | October 8, 2013

Many businesses face bankruptcy and restructuring, and addressing these troubled businesses requires both financial expertise and decisive action. Every business needs to […]

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An Outsourced CFO Can Increase Your Business’s Cash Flow
Outsourced CFO | Outsourced CFO Services | October 1, 2013

Cash flow is essential to keeping a business functioning. Even high growth and record profits may not be enough to offset a […]

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The Importance of Ongoing Strategic Planning
Financial Consultant | Financial Consulting | Financial Consulting Firms | Financial Services Consulting | September 24, 2013

In today’s ever-changing marketplace, it’s hard to know what challenges you’ll be facing next week, much less next year. That’s why a […]

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The Benefits of Accurate Inventory Forecasts
Financial Consultant | Financial Consulting | Financial Services Consulting | Financial Services Outsourcing | September 17, 2013

Accurate inventory forecasting is critical component of businesses that supply products. To be successful, your company must produce and deliver its products […]

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What services are offered by an outsourced CFO?
CFO Consultant | CFO Services | Outsourced CFO | Outsourced CFO Services | Part Time CFO | August 21, 2013

As businesses grow, owners find themselves having to make more financial decisions, analyze more financial data, and answer more and more complicated […]

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CFO outsourcing leads to strategic success
CFO Consultant | CFO Services | Outsourced CFO | Outsourced CFO Services | August 14, 2013

Small- and mid-market businesses often face financial and accounting challenges that are outside their core businesses. Sudden increases in expenses, fluctuations in […]

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Rewarding Key Employees
CFO Consultant | CFO Services | Outsourced CFO | Outsourced CFO Services | August 8, 2013

As an outsourced CFO with our clients, many CEO’s have been asking us how to promote longevity and retention in key employees? […]

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Attributes To Consider When Hiring a CFO
CFO Consultant | CFO Services | July 24, 2013

More and more companies are outsourcing their financial and accounting functions. In fact, the Everest Research Group reports that the finance and […]

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6 Reasons Why Your Business Needs a CFO
Financial Consultant | Financial Consulting | Financial Consulting Firms | July 3, 2013

If you’re a CEO or business owner, there will likely come a point in your career where a chief financial officer will […]

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