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 […]

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Change management in times of economic uncertainty

CFO Strategic Partners has over 20 years of helping clients manage change in business.  Whether the cause is due to high growth or economic downturn, having a change management plan is what separates those who thrive from those who do not survive. Our current economic climate is uncertain, and change is inevitable.  Hope is not […]

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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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CFO Strategic Partners announces new Director

At CFO Strategic Partners, we not only focus on growing businesses, we focus on enriching the lives of our clients, friends of the firm and our team. We’re proud to announce the latest addition to our leadership team, who we believe will help us continue to fulfill this mission. Longtime CFO Meghan Dalton has accepted […]

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Exit strategy: What’s your plan?

Most business owners think about how to build and expand their business, but we’ve found many people put what comes next on the back burner. How can you get the most value for your company if you don’t consider what to do when it’s time to exit? To jumpstart the conversation on this important topic, […]

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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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