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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 […]
