Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

E78 Partners

JANUARY 5, 2024

Audits are an essential part of ensuring that a company’s financial statements are accurate and compliant with accounting standards. Orientation and Training: Provide management with detailed training on acquisition-related accounting topics that impact financial reporting and the audit process.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

CFO Share

APRIL 3, 2024

The ideal candidate will possess: Experience with your software Excellent communication skills The courage to ask questions, not assume answers Meticulous attention to detail Rigorous and disciplined work ethic Experience with Your Accounting Software Your bookkeeper should have experience with the accounting software your business uses.

Communication 52

Communication Prioritization Accounting Standards Financial Reporting 52

The Charity CFO

AUGUST 15, 2023

It’s the accountant’s job to properly manage grant funds and ensure that they are meeting the grant guidelines and creating the proper reports. In some cases, they’ll also be responsible for communicating with grantors. Accountants typically work closely with external auditors during the annual audit process.

Nonprofit 52

Nonprofit Accounting Profit and Loss Budgeting 52

Spreadym

JUNE 27, 2023

By forecasting revenues and expenses, and creating budgets, organizations can prioritize investments, set realistic targets, and optimize resource allocation across departments or business units. FP&A reports and presentations communicate the organization's financial performance, growth strategies, and value creation initiatives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52