More PPP funding coming—but what comes next?

Small businesses across the country have eagerly sought financial relief through the Paycheck Protection Program (PPP) passed by Congress under the CARES Act. Our team of experienced outsourced CFOs worked diligently to gather, decipher and execute the steps necessary to ensure each of our clients was able to apply in a timely manner. According to […]

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COVID-19 Funding through a PPP loan—Anything but simple

Our team at CFO Strategic Partners has been working intimately with close to 100 clients the past two weeks to navigate the challenging dynamics of the Paycheck Protection Program (PPP).  Our CFO consultants have helped clients in many different industries and have been interacting with many different lending institutions.  Most clients were initially hopeful that […]

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Essential strategies for handling accounting staffing challenges

Large or small, most companies would experience turmoil if a key accounting employee were to suddenly resign, take a leave of absence or if the team did not sufficiently evolve as the company grows. We at CFO Strategic Partners call these the “3 T’s” of staffing challenges faced by many organizations: Turnover, Temporary Need and […]

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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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Nonprofit organizations can maximize impact throughout the year with strong financial leadership from CFO Strategic Partners

As a new year begins, charities and nonprofit organizations look for the most effective way to utilize and stretch vital funds received from generous supporters during the holiday season.  In addition to maximizing the effectiveness of the donations already received, it is critical that the proper steps are followed to ensure additional funding is consistently […]

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Bonus time: Like it or not, managers still largely decide who gets paid

2019 Bonus Survey shows tradition reigns, but when bonuses are paid is changing The holidays are here, and many business owners use this time of year to reward their employees’ outstanding performance for the past year with an eye toward driving that level of performance for the next year. Historically, a bonus is used for […]

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Time to face reality — Exit planning needs to be on your to-do list now

Exit planning needs a rebrand. Why? Exit planning sounds like something you can get around to, something you have plenty of time to consider. In fact, our recent survey on exit planning proves that. Only about half of our respondents reported having an exit strategy, and more than half think 5-10 years before planning to […]

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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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At a crossroads: Why an exit strategy is important and how to prepare one

One of the biggest reasons clients seek out CFO Strategic Partners is because they’re ready to leave their business, whether to start something new, take another position or to retire. It makes sense. Leaving a business you’ve worked hard to build is a huge proposition, and it comes with plenty of questions. How much is […]

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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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