THE PPP AND LATEST FORGIVENESS GUIDANCE

The Paycheck Protection Program (PPP) has provided many small and mid-sized companies with much needed funding to sustain their operations during the current pandemic.  In fact, more than 77% of small businesses have applied for PPP loans since the application process opened on April 3, 2020.  Since that opening date, more than $530 billion in PPP […]

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5 Signs You Need a Part-Time CFO

It is not uncommon for growing companies to arrive at the point where they need financial expertise beyond basic accounting functions.  Here are some signs that your company may be in need of a part-time CFO: 1. You lack adequate financial reporting and analysis: Financial reports should provide timely and accurate visibility into your organization’s […]

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Exit strategy: What’s your plan?

Most business owners think about how to build and expand their business, but we’ve found many people put what comes next on the back burner. How can you get the most value for your company if you don’t consider what to do when it’s time to exit? To jumpstart the conversation on this important topic, […]

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Happy 20th Anniversary to the CFO Strategic Partners Team

A Reflection on Enriching Lives A 20-year anniversary is a great time to reflect, honor the past, and set intentions for the future.  A little about our past:  I was pregnant with twins when I founded the company in 1999.  Having seen a gap in the market for middle-market size companies, I had been planning […]

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Medical marijuana: What’s your business’ policy?

The legalization of medical marijuana is here – and for businesses, no matter which side of the fence you land on, it could make an impact. Recently, smoking medical marijuana was legalized in Florida, sparking a conversation among the CFO Strategic Partners team about how the continued changes to medical marijuana laws nationwide could potentially […]

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Benefits for part-timers: Where does your business stand?

Businesses of all sizes have often focused benefit packages on taking care of their full-time employees. But with employment rate at an all-time high, some companies have been adding benefits for part-time workers. Recently, CFO Strategic Partners conducted a poll regarding time off, but that’s only a small slice of the benefit pie. To follow […]

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A customized approach: How CFO Strategic Partners’ diagnostic tool can power your business

At CFO Strategic Partners, we go beyond the bottom line. Rather than focus on just the numbers, we look at the whole picture. It’s our mission to enrich the lives of people we work with so they can build businesses they can take pride in. Most importantly, we want owners to sleep at night knowing […]

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Budgeting: Begin with the end in mind.

Backwards Budgeting may sound like an odd approach, but at CFOSP we begin with the end in mind. We often hear CEOs admit that they do not have annual budgets in place. The reasoning is always the same; “It’s a laborious process and I don’t see value. After all the time and effort put into […]

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CFO Strategic Partners announces Tampa expansion

Outsource firm adds team to be closer to clients in market CFO Strategic Partners (CFOSP) is proud to announce it has added to its Tampa services with a full-time CFO, who has deep roots in the Bay area. For two decades, CFO Strategic Partners has served Central Florida, helping middle-market sized organizations meet their goals […]

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Cyberattacks are sneaky, but your cybersecurity plan should be solid

Communications is an important deterrent One minute your business is humming along. Productive. Profitable. In an instant, all of the work can be shattered by something completely outside of your control. Or even worse, a cyberattacker can secretly sneak in and steal critical data for your customers and your employees. For CEOs and Chief Information […]

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