COVID-19 — WHERE DO YOU STAND NOW? SURVEY RESULTS

CFO Strategic Partners conducted a brief survey earlier this week to determine how local CEOs and business leaders are responding to the current challenges of re-opening their businesses and the related employee and economic impact.  We received a significant number of responses and greatly appreciate the time of those who participated.  Here are how the […]

read more

Survey results: How CEOs are navigating the PPP

Over the course of the last few weeks, CFO Strategic Partners has been helping more than 100 clients work their way through the Paycheck Protection Program (PPP)—and we’ve seen firsthand the program’s frustrations and limitations. Business are still waiting for answers, and the fund is nearly depleted. The $350 billion allocated for the program is […]

read more

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 […]

read more

Survey results: How CEOs are handling economic uncertainty and COVID-19

CFO Strategic Partners recently conducted a brief survey to determine how local CEOs and business leaders are currently responding to COVID-19 and the related economic challenges.  We are pleased to have received a significant number of responses and to now share this information. Financial Outlook: Overall, 97% of respondents believe their organization will experience a […]

read more

CEO toolkit for uncertain times

As part of our ongoing discussions regarding the current volatile economic climate, we are offering a CEO toolkit to help you manage these uncertain times. This is not a time to guess, and this toolkit will provide you with key questions to begin formulating your plan.  Here are five areas for you to consider today […]

read more

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 […]

read more

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 […]

read more

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 […]

read more

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 […]

read more

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 […]

read more