2020: Q4 Planning

Early in 2020, with the optimism of a new year, it was easy to dream big and establish goals for the future. But pretty quickly, you faced a global pandemic, economic unrest and launched into crisis management mode as everything changed. Now, that you’re staring down the 4th quarter it’s time to focus on what […]

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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 […]

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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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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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Benefits for part-timers: Where does your business stand?

Businesses of all sizes have often focused benefit packages on taking care of their full-time employees. But with employment rate at an all-time high, some companies have been adding benefits for part-time workers. Recently, CFO Strategic Partners conducted a poll regarding time off, but that’s only a small slice of the benefit pie. To follow […]

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Mid-year checkup: Is your business on track?

It’s hard to believe it, but 2019 is halfway over—and it’s time for a reality check. Late in 2018, with the optimism of a new year on the horizon, it was easy to dream big and establish goals for your business. But when you’re staring down the third quarter, it’s time to get real. You […]

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Success story: CFOSP helps restaurant chain fund growth

On the outside, it appeared that one of Orlando’s growing fast-casual restaurants was nothing but success. The chain was expanding quickly and gaining passionate fans, and the owners were making their dreams a reality. Internally, however, it was a different story. Financial reporting was inconsistent and unreliable, and without that data, it was impossible to […]

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A customized approach: How CFO Strategic Partners’ diagnostic tool can power your business

At CFO Strategic Partners, we go beyond the bottom line. Rather than focus on just the numbers, we look at the whole picture. It’s our mission to enrich the lives of people we work with so they can build businesses they can take pride in. Most importantly, we want owners to sleep at night knowing […]

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