INSIGHTS & ARTICLES
Explore some of the most recent articles by our CFOs.
FEATURED ARTICLE
1 Big Budgeting Mistake You’re Probably Making
One Big Budgeting Mistake You’re Probably Making A budget-first mindset not only wastes time and resources but also often results in an unrealistic and/or inaccurate budget. It’s a time-old Q4 tradition—lengthy planning cycles consisting of sitting down to tap out a...
RECENT INSIGHTS & ARTICLES
What Is the Difference Between a CPA and CFO? 4 Key Differences
We're often surprised by how many businesses hire a CPA, believing they're receiving not only tax services but CFO strategies as well. The reality is that there are many differences between a CPA and CFO. However, it's no wonder the two are confused, as CPAs will...
What is the Difference Between a Controller and CFO?
What is the difference between a controller and CFO? While there are functions of both a controller and CFO that support each other, both positions make distinctly different contributions to the organization. What is the Difference Between a Controller and a CFO? The...
12 Things Venture Capitalists Look For in an Investment Opportunity
12 Things Investors Look for in an Investment Opportunity Being funded by a VC fund has been glamorized in the past 10 years—and it’s no wonder why. Venture capitalists not only provide funding for young and innovative businesses, but also bring a partnership with...
Signs Your Company is Ready for a Part-Time CFO
A CFO brings high-level expertise and strategy to an organization. A CFO’s primary role is to elevate financial strategy, streamline operations, trim fat, and maximize sustainable growth. But how do you know if your company is ready for a CFO? How do you know if your...
7 Essential Financial Tools Every CEO Needs
Turn on the Headlights: 7 Essential Financial Tools Every CEO Needs to Confidently Accelerate Success & Growth Many businesses make the mistake of believing that financials are all about historical numbers and budgets. However, if these are the financial tools you...
What is a 13-Week Cash Flow, and Why Isn’t It Enough for Most Businesses?
We've recently seen more and more CPA firms, fractional CFOs, and financial experts advertising 13-week cash flow plans. The messaging behind these offers insinuates that this simple 13-week financial reporting document can help businesses ease the burden of financial...
Cash Flow: The Reason 82% of Small Businesses Fail
Poor cash flow – How to recognize it and how you can make sure it won’t be a problem We know that the majority of small businesses fail within the first five years, but a recent study by U.S. Bank drilled down into the reasons why this occurs. In their study, they...
Payroll Protection Program Flexibility Act Passes in Senate
On May 28, 2020, the U.S. House of Representatives approved a bipartisan bill, the Payroll Protection Flexibility Act 417 to 1. On the evening of Wednesday, June 3, this bill passed in the Senate and is now on its way to the President's desk where he is expected to...