Trade Credit & Liquidity Management

JULY 17, 2025

They are focused on practical, industry-relevant education, offering certificate programs, certifications (CPA, CFP, Enrolled Agent), and specialized training in areas such as accounting, internal audit, tax, financial analysis, real estate, and credit management.

Financial Analysis 52

Financial Analysis Auditing Treasury Education 52

CFO Plans

MAY 19, 2025

Open distinct accounts for business transactions and maintain meticulous records. This organization prevents financial mishaps, simplifies tax preparation, and provides clarity for financial analysis, ensuring you’re always one step ahead.

Budgeting 52

Budgeting Startups CFO Finance 52

CFO Thought Leader

MARCH 19, 2025

Read More That early lesson in financial storytelling set the foundation for a career built on bridging finance with operations. Swenson tells us his path wasnt a straight linehe originally pursued computer science before pivoting to economics and then accounting. Its an incredibly inspiring journey to be a part of.

CFO 59

CFO Marketing Financial Analysis Leadership 59

CFO Talks

JANUARY 30, 2025

These are the financial and non-financial outcomes a company aims to achieve. Whether its breaking into new markets, attaining cash flow positivity, or preparing for an exit strategy, the vision must be clear and measurable. Adjust strategies quickly and thoughtfully when circumstances change. Then we ask, how do we get there?

Communication 52

Communication CFO Valuation Construction 52

Future CFO

FEBRUARY 10, 2025

Utilise Both Quantitative and Qualitative Measurements Employ Standard Financial Metrics: Organisations can use traditional metrics like Internal Rate of Return (IRR), payback periods, and cost savings to quantify the financial returns of environmental projects, such as energy efficiency improvements or waste reduction initiatives.

Investments 52

Investments Education Accounting Standards Communication 52

CFO Talks

DECEMBER 5, 2024

With over 15 years of experience in financial management, she has held key roles at Nedbank, Imperial Bank, and Regiments Capital, where she developed expertise in corporate finance, reporting, and business strategy. What key skills should a newly qualified accountant develop on their path to becoming a CFO?

CFO 52

CFO Finance Accounting Communication 52

Spreadym

NOVEMBER 23, 2023

OPEX in Financial Analysis is a crucial metric as it reflects the ongoing costs necessary for running a company and generating revenue. These expenses include items like salaries, rent, utilities, marketing expenses, administrative costs, and other overhead expenses required to maintain operations.

Financial Analysis 59

Financial Analysis Benchmarking Cost Management Restructuring 59

CFO News Room

DECEMBER 22, 2022

Pre-game Prep. If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

CFO News Room

JANUARY 25, 2023

With each of my classes, I am sure that purists in each of these areas would blanch not just at my choice of topics that matter, but also at my sloppiness in description, but I will let you be the judge of content. The place to start is with accounting. Along the way, I emphasize what I believe to be long standing truths about valuation.

Marketing 130

Marketing Corporate Finance Valuation Finance 130

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. That said, to use mean reversion in analysis or investing, you need to know what these averages are, either over time or across companies, and data can help in that pursuit.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

Future CFO

MARCH 14, 2024

Talent shortage among accounting staff continues to persist in many parts of the world including Southeast Asia, with the issue being most felt by small accounting firms that struggle to compete with the big accounting firms: KPMG , PwC , Ernst & Young , and Deloitte.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

Future CFO

JUNE 24, 2024

The basic concepts I always hold on to when it comes to financial statement analysis are as follows: The financial statements should tell the story of the period. The budget and forecast should reflect the Company’s plans, visions, expectations and educated guesses on the market trends. Yes and No.

Auditing 111

Auditing Financial Analysis Forecasting Reconciliations 111

Future CFO

JANUARY 22, 2024

The accounting industry is undergoing profound transformation due to rapid technological advancements across all sectors in the market. Changes from manual record-keeping to sophisticated software solutions has undeniably shifted the accounting landscape, bringing in an era of heightened efficiency and accuracy.

Accounting 52

Accounting Reconciliations Financial Analysis Financial Data 52

PYMNTS

MAY 13, 2019

The rise of small business (SMB) accountants as financial advisors to their clients has emerged in parallel with a surge of back-office software solutions. As SMBs embrace cloud-based platforms, data integration across those systems is an integral part of effective accounting solutions. New Challenges, New Opportunities.

Accounting 61

Accounting Compliance Prioritization Financial Analysis 61

Musings on Markets

JANUARY 11, 2024

As I watched these investors come in and pitch their ideas about how markets worked and the best way to beat these markets to the students in the class, I noticed that while the speakers all shared success, they had very different perspectives about markets and divergent investment philosophies.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

Spreadym

JUNE 13, 2023

The chart of accounts is a systematic listing of all the financial accounts used by an organization. It serves as a framework for organizing and classifying financial transactions, providing a standardized structure for recording and reporting financial information. Here's how it typically functions.

Accounting 52

Accounting Financial Analysis Compliance Financial Reporting 52

Future CFO

JULY 15, 2024

It is undeniable that the Finance function is in dire need to keep up with the technological advancements to meet the demand of the market, and one of the things in the to-do list is upskilling its people.

Finance 97

Finance Financial Analysis Budgeting Forecasting 97

CFO Plans

MAY 30, 2024

Yet, many businesses struggle with the complexities of accounting, often leading to costly mistakes and missed opportunities. Discover how outsourcing accounting services can improve your financial health , enabling businesses to focus on growth while ensuring their financial health is in expert hands.

Compliance 52

Compliance Accounting CFO Manufacturing 52

PYMNTS

DECEMBER 19, 2019

FinTech and automation technology have cast a shadow of anxiety on the accounting industry in recent years, as certified public accountants (CPAs) began to wonder whether their jobs would be replaced entirely by robots. Because there is a big disconnect between the accounting industry and the small business owner.”

Accounting 53

Accounting Finance Accounting Firms Benchmarking 53

https://trustedcfosolutions.com/feed/

JULY 8, 2022

QuickBooks is the preferred accounting solution for over five million users. It’s the industry standard for start-up businesses looking for a user-friendly, low-cost accounting solution. Financial Reporting. These are things a cloud-based accounting solution like Sage Intacct can do with ease that QuickBooks cannot handle.

Currencies 109

Currencies Compliance Financial Analysis Construction 109

Fpanda Club

SEPTEMBER 2, 2021

This is true in all possible economic situations: in times of growth FP&A participates in setting business objectives, analyzing options of growth, assessing market opportunities and risks, while in times of recession FP&A can contribute to corrective action plans, cost-cutting and other initiatives to preserve company’s financial health.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Forecasting 130

Musings on Markets

JANUARY 5, 2024

Thus, looking at only the companies in the S&P 500 may give you more reliable data, with fewer missing observations, but your results will reflect what large market cap companies in any sector or industry do, rather than what is typical for that industry.

Valuation 106

Valuation Financial Analysis Analyzing Data Numbers 106

CFO Share

JUNE 18, 2024

Be Selective with Software Integrations In today’s digital landscape, nearly every software offers integrations with accounting platforms. While it might seem easier and more accurate to integrate everything, the truth is most accounting integrations are unnecessary or burdensome.

General Ledger 105

General Ledger CFO Accounts Payable Financial Data 105

CFO News Room

JANUARY 27, 2023

Investing in the stock market, real estate, or crypto has never been easier. Open an approved brokerage account with Open to the Public Investing. Deposit at least $20 in your account. There are no commissions, account minimums, hidden fees, or trade minimums with moomoo. How do you get free stocks with Public?

Investments 130

Investments Accounting Education Finance 130

Future CFO

JUNE 2, 2024

Ltd shares with FutureCFO audiences what a typical day is like for a forensic accountant and her passion for teaching. Each day is different and presents new challenges and opportunities for me to apply my expertise in financial analysis and forensic accounting to support clients' interests effectively.

Financial Analysis 98

Financial Analysis Leadership Accounting Economics 98

Musings on Markets

DECEMBER 21, 2022

Pre-game Prep If there is a lesson be learnt from the last few years of market mayhem, it is that far too many investors, professional as well as retail, seem to have lost their moorings (or never had them in the first place), when it comes to the basics of accounting, finance and statistics.

Valuation 99

Valuation Corporate Finance Finance Financial Analysis 99

PYMNTS

NOVEMBER 10, 2020

For financial service providers, instant payments offers a chance to open up new revenue streams and develop new services for corporate clients. If you think about a market like the U.K., But understanding how to position real-time payments technology to meet the needs of businesses is a challenge. Uncovering The B2B Use Cases.

B2B 117

B2B Banking B2C Reconciliations 117

Adam Kae

MAY 30, 2023

Greetings, digital marketing agency owners! Today, we delve into the captivating realm of financial automation and explore how it can revolutionize the way we manage our agency's finances. Supercharge Your Invoicing Process As a digital marketing agency, invoicing can be a tedious and time-consuming task.

Marketing 52

Marketing Invoicing CFO Reconciliations 52

Future CFO

JULY 18, 2021

The fundamental disruption caused by the COVID-19 pandemic equates to an opportunity for the industry to remake itself in line with new societal realities and market needs. Kim Yeoh , CFO for Sun Life Asia, explained that the role of the CFO is no longer just about accounting. An expanding role. The role of the CFO continues to evolve.

Marketing 52

Marketing CFO Finance Leadership 52

Spreadym

OCTOBER 3, 2023

FP&A candidates typically have a background in finance, accounting, or a related field and possess a combination of skills and knowledge in financial analysis, modeling, and strategic planning. Experience: FP&A candidates may have prior experience in financial analysis, accounting, or related roles.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

Future CFO

MAY 1, 2024

For this year’s FutureCFO Awards, we discussed matters of interest and importance with three outstanding financial controllers in their respective industries, asking them what is of significance for and in the role.

Leadership 98

Leadership IFRS Finance Communication 98

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. AI is a tool and not a replacement for finance professionals.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Focus CFO

DECEMBER 6, 2021

Some business owners downplay the complexity of Financial Planning and Analysis (FP&A) and mistakenly task their accounting team with this crucial function, or hope their CPA firm can be of help. Identifying Current Challenges.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

PYMNTS

JANUARY 18, 2019

Mastercard ‘s commercial card spend management solution In Control has been integrated into the accounts payable (AP) automation platform of MineralTree , the companies said in a press release on Thursday (Jan. MineralTree, meanwhile, has partnered with Visa in the past to support the adoption of commercial cards in accounts payable.

Accounts Payable 55

Accounts Payable Cash Flow Forecasting Invoicing Financial Analysis 55

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth. Planning: this is the first stage of every business activity.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

Future CFO

DECEMBER 6, 2023

Maniego-Eala says in 2023, the company was focused on how to continue ensuring long-term value creation while juggling near-term value protection against the backdrop of high inflation, a weak economy, and a volatile market. As treasurer, she is the link to external financial institutions.

CFO 98

CFO Finance Financial Analysis Transportation 98

CFO Plans

SEPTEMBER 24, 2024

Unlocking the Power of Virtual Accounting Services for Small Businesses Virtual accounting services for small businesses provide access to high-quality financial expertise without the hefty price tag. These services offer numerous benefits, including cost savings, flexibility, and access to a wide range of financial expertise.

CFO 52

CFO Startups Tax Planning Accounting 52