Category: Financial Planning

CFO
CFO Services

Five Challenges Signaling the Need for an Outsourced CFO

We talked last month about the traditional functions of a Chief Financial Officer (CFO); namely, tracking revenue, profit, and cash flow, analyzing financial strengths and weaknesses, and proposing corrective actions. These functions allow the CEO to better understand how to increase revenue, decrease costs, and become more profitable overall.

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CFOs and collaboration
CFO Services

Collaboration: What CFOs Need Most

Many people have a fairly good understanding of the traditional functions of a CFO. And those valuable functions remain the same whether we’re talking about the CFO of a Fortune 500 company or the CFO of a small business. Essentially, CFOs (1) track revenue, profit, and cash flow, (2) analyze financial strengths and weaknesses, and (3) propose corrective actions.

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Collaborating with CFOs
CPA

The Business Benefits of Financial Literacy

Despite its importance, many Americans lack the financial literacy required to properly handle personal finances. This disparity leaves them defenseless against the challenges that will inevitably arise over time. And there’s no doubt that these challenges can lead to long-lasting, damaging results.

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best year yet
Accounting

Your Best Year Yet

Somehow, it’s the end of January already. As you close the month and look ahead, are you finding yourself prepared and organized for the next eleven months or just getting by day by day? If you’re in the latter group, it’s time for a reminder about the importance of budgeting and forecasting to make sure 2022 is your best year yet. After all, without a roadmap, how will you know how to reach your destination?

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Accounting

Your 2021 Year-End Accounting Checklist

Unwrapping our Gift to You this Holiday Season It’s December. The holidays are upon us. Employees are requesting time off. Clients still need attention (and often, more of it). You’re trying to juggle your own personal obligations and family time.

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Accounting

Closing Your Financial Quarter

It’s About More than the Numbers Closing out the quarter and preparing for year-end is always a good time to review some reminders about a financial quarter close. There’s no doubt about it – a healthy business has healthy financial

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Financial Planning

Modern Financing Options

When thinking about the fundamentals of a successful business, most people overlook the importance of financing. Financing is one of the most crucial elements a company needs to have long-term success. Getting loans from traditional lenders can be challenging, especially

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Accounting

Accounting Automation vs Marketing Automation

Understanding the right tools for the right job is key here. Take accounting for example. Would you use a CRM to manage your books? I would hope not. In the case of automation, this is where specialized accounting automation software

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Accounting

Agile Planners CFO Services

The role of a Chief Financial Officer (CFO) has changed a lot throughout the last decade. Traditionally, their role included reporting, preparing for audits, controlling the treasury and overseeing financial teams. Although financial leaders still take on those traditional responsibilities,

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