Budgeting and Forecasting Part 1: The CEO’s role in the budgeting process

Backwards Budgeting. Begin with the End in Mind. As a speaker and facilitator to CEO groups, I’m always baffled by the response I get when I ask CEO’s about budgeting and forecasting.  In a room full of well respected CEO’s, typically only 10% of them raise their hands that they have a budgeting process for […]

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Avoiding a Black Eye as a NonProfit

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 Board of Directors. CEO, and entire organization, particularly on a slow news day.  We hope this will help in avoiding a black eye when running a nonprofit.   In the nonprofit world, the […]

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Is my company too small for CFO services?

Every company is different, with different business goals, financial requirements, and company structures. That means there’s no standard answer when you’re wondering if your business needs a chief financial officer (CFO). With an outsourced CFO, companies of all sizes can benefit from the skills and experience of a seasoned financial professional without paying the salary […]

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What services are offered by an outsourced CFO?

As businesses grow, owners find themselves having to make more financial decisions, analyze more financial data, and answer more and more complicated financial questions. It’s rare to find the level of financial expertise that these actions require already available inside a small- or even medium-sized business. Still, these questions must be answered and these decisions […]

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