Business insights & news

As we turn the page to a new year, it can be easy to sweep issues from the previous year under the rug and focus on the fresh start. However, if there were troubles in your organization last year, chances are they’ll carry over into 2022 if not addressed head on. Were your end-of-year finances not where you wanted them to be? What are you doing about it?

Challenges are expected to continue As 2022 quickly approaches, there are still many challenges and uncertainty organizations continue to face. In the […]

Securing new talent that propels the organizations forward When several clients experienced unexpected turnover on the CFO level, each of them reached […]

All across the U.S. organizations are facing two large shortage crises – Labor and inventory. The COVID-19 pandemic brought many changes to […]

It has come to our attention a number of businesses are being approached by firms with proposals to conduct the research needed […]

On the outside, it appeared that one of Orlando’s growing fast-casual restaurants was nothing but success. The chain was expanding quickly and […]

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 […]

CFOSP survey paints a bright picture for the back half of 2021 The vaccination program across the country is picking up speed. […]

CFO Strategic Partners provides valuable combination of short-term CFOs and executive search to keep your organization humming Turnover at the chief financial […]

As the next round of the Paycheck Protection Program begins, business owners all over the country have tough decisions to make. Recently, […]

CFO Strategic Partners recently asked CEOs about their plans related to year-end pay raises, bonuses, holiday party and their outlook for the […]

Nothing about the Paycheck Protection Loan program has been clear or easy to understand and the loan forgiveness application process is no […]

Early in 2020, with the optimism of a new year, it was easy to dream big and establish goals for the future. […]

The Paycheck Protection Program (PPP) has provided many small and mid-sized companies with much needed funding to sustain their operations during the […]

CFO Strategic Partners recently conducted a brief survey to gather feedback about how CEOs are coping with some of the varying and […]

CFO Strategic Partners conducted a brief survey earlier this week to determine how local CEOs and business leaders are responding to the […]

Small businesses across the country have eagerly sought financial relief through the Paycheck Protection Program (PPP) passed by Congress under the CARES […]

Over the course of the last few weeks, CFO Strategic Partners has been helping more than 100 clients work their way through […]

Our team at CFO Strategic Partners has been working intimately with close to 100 clients the past two weeks to navigate the […]

CFO Strategic Partners recently conducted a brief survey to determine how local CEOs and business leaders are currently responding to COVID-19 and […]

As part of our ongoing discussions regarding the current volatile economic climate, we are offering a CEO toolkit to help you manage […]

CFO Strategic Partners has over 20 years of helping clients manage change in business.  Whether the cause is due to high growth […]

Large or small, most companies would experience turmoil if a key accounting employee were to suddenly resign, take a leave of absence […]

It is not uncommon for growing companies to arrive at the point where they need financial expertise beyond basic accounting functions.  Here […]

As a new year begins, charities and nonprofit organizations look for the most effective way to utilize and stretch vital funds received […]

2019 Bonus Survey shows tradition reigns, but when bonuses are paid is changing The holidays are here, and many business owners use […]

Exit planning needs a rebrand. Why? Exit planning sounds like something you can get around to, something you have plenty of time […]

At CFO Strategic Partners, we not only focus on growing businesses, we focus on enriching the lives of our clients, friends of […]

Most business owners think about how to build and expand their business, but we’ve found many people put what comes next on […]

A Reflection on Enriching Lives A 20-year anniversary is a great time to reflect, honor the past, and set intentions for the […]

One of the biggest reasons clients seek out CFO Strategic Partners is because they’re ready to leave their business, whether to start […]

The legalization of medical marijuana is here – and for businesses, no matter which side of the fence you land on, it […]

Businesses of all sizes have often focused benefit packages on taking care of their full-time employees. But with employment rate at an […]

At CFO Strategic Partners, we go beyond the bottom line. Rather than focus on just the numbers, we look at the whole […]

From full-time employees and part-time workers to seasonal workers, PTO is a big factor in the job market. For CEOs, it can […]

If you are like so many other CEOs, you have said this before: “I paid my employees bonuses one year. The following […]

Thanksgiving has us feeling, well, thankful—and this year, our team at CFO Strategic Partners wants to take a moment to express our […]

Backwards Budgeting may sound like an odd approach, but at CFOSP we begin with the end in mind. We often hear CEOs […]

CFO Strategic Partners is proud to announce it has added two new members to its team. Together, CFO Tim Hudson, CPA, and […]

Outsource firm adds team to be closer to clients in market CFO Strategic Partners (CFOSP) is proud to announce it has added […]

Work-life balance has been a discussion item with C-level executives and the HR departments for more than 20 years. The generational drumbeat […]

Attention CEOs: This is an opportunity to showcase your culture and values The #MeToo movement has provided an opportunity for employees in […]

Communications is an important deterrent One minute your business is humming along. Productive. Profitable. In an instant, all of the work can […]

Disasters—they’re always looming in the distance until they suddenly hit. Although they almost always cause damage, you can help minimize the extent […]

For busy CEOs, summer vacation is a chance to get away and recharge. With the summer travel season officially kicked off, CFO […]

At one point or another, almost every CEO of a growing company has asked, “My sales are growing, but where is my […]

At CFO Strategic Partners, we believe one of the best ways to spread kindness is one random act at a time—which is […]

Do you have a plan for managing your working capital? Every company is different, and that means finding the right cash solution […]

What if your CFO walked into your office and announced, “I’m leaving tomorrow for another job.”? Or what if they suffered a […]

By Nick Carbone Business owners dream of selling their businesses for top dollar. But, in reality, many have no idea what their […]

When it comes to the holidays, we’re apparently most thankful for Thanksgiving and Christmas. They were the most common automatic days off, […]

As the year comes to a close, many people reflect on where they are in their careers and personal lives. If you […]

When CFO Strategic Partners formed 19-years ago, Shannon Carbone set out to enrich lives. Her mission has since expanded beyond the office […]

Chief financial officer outsourcing firm announces new hire CFO Strategic Partners is growing. The Orlando-based chief financial officer outsourcing firm announced it […]

The long standing tradition of framing the first dollar bill earned both honors and recognizes the very first customer and the very […]

Many CEOs detest the budget process, and some think it’s a complete waste of time. But with the fourth quarter underway in […]

Cleaning up from a storm is typically an arduous task. Nearly a month after Hurricane Irma took direct aim at Central Florida, […]

“Know your numbers”: it’s a key principle of business. Could your software be producing the wrong numbers, which are used by the […]

Many Central Florida CEO’s are asking the question: Do I close the office for the Hurricane Irma? We polled our clients to […]

Companies are often focused on improving their bottom lines and with good reason—it directly relates to increasing profits.  It is often overlooked […]

At CFO Strategic Partners, we embrace our mission: To enrich lives. It’s not just a motto, it’s put into practice. Director Carrie […]

With uncertain times in Washington and wrangling over the president tax proposal, it’s still never too early to start planning for taxes. […]

Days Sales Outstanding: Be responsive to everyone’s differences Analyzing different areas of your accounts receivable functions is extremely important when ensuring your […]

  Analyze your collections process: To prosper, be proactive!   Most middle market size companies allow their customers to treat them like […]

Stop being your client’s bank: Set a credit approval process   You’re not a credit card company desperate for new customers, stop […]

Over 18 years in business and thousands of clients.  You can imagine we have seen a lot, met some pretty fascinating folks, […]

What makes today’s sales team tick? How are you motivating the next generation of sales superstars? Unfortunately, you are probably not it […]

Let’s face it, there is no good time to change accounting software, right?  The process can seem overwhelming and there are so […]

A little background…..Our client wanted to implement a bonus plan that was 200% higher than previous years and asked for our assistance […]

As a former Staffing Manager, I have interviewed thousands of candidates. The variety of roles have spanned from Call Center Reps to […]

Hosting outstanding panel interviews are key to showcasing your company culture while “selling” your candidate on your company as a great place […]

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 […]

In a recent Bloomberg Businessweek Interview, Marissa Meyer, CEO, Yahoo!, talked about the value of hard work when she was working at […]

Bonus plans that are properly designed and executed promote retention, reward employees for contributions to the organization, and drive behaviors that impact […]

Happy New Year is old news. In the finance and business world, January is almost over which means companies that operate on […]

In 2017, Boards of Directors have even more responsibility in terms of transparency, accountability and qualifying program goals. Understanding the organization’s financial […]

Nonprofits have incredibly talented and compassionate professionals on their board of directors. These resources are energetic, committed to the mission, and dedicated […]

Small Businesses face recruitment challenges when in expansion mode. According to LinkedIn, Small, and Medium-Sized Business Recruiting Trends 2017 Report, this upcoming […]

It’s the end of the year – did you have high employee retention? In this competitive talent market, companies are seeking ways […]

The DOL is implementing new overtime/exempt employee rules beginning December 1, 2017. The new rules strengthen overtime protections to millions of workers […]

The Right People on the Bus? It’s Not That Simple. As a Business Owner, you’ve likely heard that having the right talent […]

Effective December 1, 2016, the Department of Labor ruled in favor of a new overtime law to “ensure that the Fair Labor […]

“How big is your company?” When you ask the CEO of a public company this question, odds are they will respond with […]

Making rules is hard. Addressing the compensation and labor rules in our Country is long overdue. Fair and equitable compensation for our […]

Managing the finances of a small business can be, and often is, a full-time job. For many companies, hiring a full-time, qualified […]

We have identified the top 3 pitfalls in grant management. Grant management encompasses the entire process of selecting grants to pursue, fulfilling […]

Declining quality of care, poor credit ratings, and high-deductible health plans just barely begin to address the primary concerns voiced by healthcare […]

Government contract accounting can be a very different animal for those not familiar with Federal Acquisition Regulation (FAR) regulations or changing mandates […]

Most CEO positions do not come with a job description, a performance review, or even a means of measurement. A Happiness Audit […]

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 […]

Backwards Budgeting may sound like an odd approach, but at CFO SP we begin with the end in mind. We often hear […]

With the 4th quarter around the corner, now is a critical time to assess and project profitability metrics for 2015. There is […]

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 […]

This time of year, many people are thinking of summer vacation plans; however, most CEO’s I know are thinking about their business. […]

Most CEOs believe they know their numbers. However, describing their revenues, employee headcount, and how much cash is in the bank is […]

CEO’s hide a dirty little secret; many of us simply are not as good “with the numbers” as we’d like to be. […]

We have all done it. Reveling in that nice feeling of accomplishment after creating a great budget from a detailed analysis… only […]

 5 Things Every CEO Should Do Immediately, to Help Prevent Fraud Most CEO’s that have never fell victim to fraud in their […]

Top 5 Tax Strategies for Year End  Consider Deferring Income Depending on this year’s margins and profits, some Owners opt to defer […]

Building your Backwards Budget  Next, work that bottom line figure backwards.  By factoring in capital expenditures or additional investments the CEO wants […]

Backwards Budgeting. Begin with the End in Mind. As a speaker and facilitator to CEO groups, I’m always baffled by the response […]

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 […]

If you’re a small business owner that handles your own finances, you may have chosen QuickBooks to manage your accounting needs.  The […]

Did you know that financial reporting is necessary for business owners and it is highly recommended that you implement such reports on […]

For many small to midsize business owners, finding the right time to ingratiate a chief financial officer into your company is a […]

As a business owner, one of the most important relationships you will form outside of your key management team is with your […]

One major function of chief financial officers (CFOs) is forecasting a company’s performance. And a performance indicator that’s rapidly growing in importance […]

Mergers and acquisitions are a way to grow your business and increase your company’s value. They are, however, complicated processes that begin […]

One of the hallmarks of a successful company is technical innovation. Innovation can boost market share, improve a company’s competitive advantage, and […]

Every company is different, with different business goals, financial requirements, and company structures. That means there’s no standard answer when you’re wondering […]

Many businesses face bankruptcy and restructuring, and addressing these troubled businesses requires both financial expertise and decisive action. Every business needs to […]

Cash flow is essential to keeping a business functioning. Even high growth and record profits may not be enough to offset a […]

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 […]

Accurate inventory forecasting is critical component of businesses that supply products. To be successful, your company must produce and deliver its products […]

As businesses grow, owners find themselves having to make more financial decisions, analyze more financial data, and answer more and more complicated […]

Small- and mid-market businesses often face financial and accounting challenges that are outside their core businesses. Sudden increases in expenses, fluctuations in […]

As an outsourced CFO with our clients, many CEO’s have been asking us how to promote longevity and retention in key employees? […]

More and more companies are outsourcing their financial and accounting functions. In fact, the Everest Research Group reports that the finance and […]

If you’re a CEO or business owner, there will likely come a point in your career where a chief financial officer will […]