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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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