INSIGHTS & ARTICLES
Explore some of the most recent articles by our CFOs.
FEATURED ARTICLE
What is a 5 Year Forecast, and Who Needs One?
If your company is preparing to raise capital or if you are currently writing a business plan, you may be getting ready to build your 5-year financial forecast. It can be intimidating to plan this far into the future—as well as knowing what kind of projections to...
RECENT INSIGHTS & ARTICLES
Spending Money to Save Money in Business
When to Spend Money to Make Money (and When to Not) When it comes to business, most of us live by the axiom that cash is king. We’re stringent with our overhead, careful with our purchases, and strategic with our hires. We also know that there are times you need to...
When Should You Hire a Part-Time Bookkeeper?
When a company first starts out, the owner is often a Jack-of-All Trades, doing everything from interfacing with clients, developing product, and keeping the books. Although dipping into different disciplines can be exciting, there does come a time when delegation is...
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...
How Much Does a Fractional CFO Cost?
On average, fractional CFO costs $3,000/month to $10,000/month. The most common agreements are between $5,000-$7,000/month for most small- to mid-sized companies. The cost of a fractional CFO depends on the scope of work provided, the size and complexity of the...
When Should You Hire a Part-Time Bookkeeper?
When a company first starts out, the owner is often a Jack-of-All Trades, doing everything from interfacing with clients, developing product, and keeping the books. Although dipping into different disciplines can be exciting, there does come a time when delegation is...
11 Outsourced CFO Services – Most Common Services Offered by Outsourced CFOs
Which outsourced CFO services can benefit your company? It depends on your goals. Unlike controllers and CPAs who typically have a more straightforward job description of record-keeping, bookkeeping, and tax management, an outsourced CFO's role changes based on the...
What is Cash Flow and Why Is It So Important?
What is Cash Flow and Why Is It So Important? Many financiers and business owners will agree that there is one four-letter word that is more important to a company than any other. C-A-S-H. Cash within a business is much like the waves of the ocean. It is constantly...
4 Mistakes Software Development Companies Make that Hurt Profitability—and How to Fix Them
4 Mistakes Software Development Companies Make that Hurt Profitability—and How to Fix ThemSoftware development & tech CFO, Shawn Capistrano, discusses some of the most common financial mistakes software development companies make—and how to resolve...