Category: Grow Your Business

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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love your business
Grow Your Business

Fall Back in Love with Your Business

It’s February. We can’t help but envision long-stemmed red roses, heart-shaped boxes filled with delicious chocolates, and, above all else, love. But when we think of love, it doesn’t necessarily have to be limited to the people who are most important in our lives. How about remembering what we believe in? Or what inspires us? How about falling back in love with our business?

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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

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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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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Accounting

How To Close The Month In Accounting

As a business owner, sometimes it can be difficult to keep up with bookkeeping and accounting tasks on your own. However, it is very important for the health of your business to have standard procedures in place to close the

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