E78 Partners

MARCH 28, 2025

Prioritizing these areas isnt just smartits essential to thrive in an increasingly competitive environment. LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). years, the longest since 2005 ( McKinsey & Company ). years, the longest since 2005 ( McKinsey & Company ).

Mergers and Acquisitions (M&A)

CFO Talks

APRIL 8, 2025

Members Profile: Julius Katanaka In this edition of our CFO Spotlight series, we feature Julius Katanaka, Head of Finance at Wazalendo SACCO Ltd, a seasoned finance professional with a strong accounting and strategic financial management background. My passion for numbers and the accounting profession motivated me to join finance.

CFO

CFO Simplified

NOVEMBER 12, 2024

They needed an interim Controller to put their accounting team back on track. The accounting manager left three months ago to work for a company with younger people. The accounting manager left three months ago to work for a company with younger people. Their AR and AP accounting staff had been replaced twice in the past year.

Invoicing

The Charity CFO

MARCH 13, 2025

Government regulations are tightening, and donors are demanding more accountability. From federal grant compliance to donor transparency expectations, nonprofits must meet a growing list of financial integrity standards. If your organization doesnt have airtight financial oversight, youre at risk of losing funding.

Nonprofit

E78 Partners

MARCH 21, 2025

Identifies risks, resolves challenges, and ensures accountability. Functional Integration Leads Each business function must own its integration activities while aligning with corporate strategy: Finance and Accounting: Unifies financial reporting, tax structures, and compliance.

Leadership

The Charity CFO

APRIL 11, 2025

Others prefer to see evidence that your organization is financially stable, highlighting diverse funding sources to avoid the appearance of dependency. For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans.

Nonprofit

CFO Talks

DECEMBER 12, 2024

A Chartered Accountant (SA) with a Diploma in Exercise Science and a host of other credentials, Ronel combines her expertise in finance with her passion for wellness to create impactful solutions for her clients. I enjoy numbers and finances; and I loved accounting at school. What sparked your interest in finance? Values are critical.

Leadership

The Charity CFO

FEBRUARY 20, 2025

Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. Involving key stakeholders ensures transparency and accountability. Engage Department Heads : Involve program managers and department heads in the budgeting process to give them ownership over their areas financial planning.

Nonprofit

The Charity CFO

FEBRUARY 19, 2025

This realistic approach helps organizations make the most of their available resources while still prioritizing donor engagement. About The Charity CFO We are an accounting partner that truly understands nonprofits. If you need help with your accounting and bookkeeping, lets talk. Get the free guide!

Nonprofit

CFO Simplified

NOVEMBER 12, 2024

They needed an interim Controller to put their accounting team back on track. The accounting manager left three months ago to work for a company with younger people. The accounting manager left three months ago to work for a company with younger people. Their AR and AP accounting staff had been replaced twice in the past year.

Invoicing

The Finance Weekly

NOVEMBER 25, 2024

The survey reveals that finance professionals see AI as particularly valuable in automating processes like: Financial Reporting (26%) - By handling repetitive tasks like consolidating reports, AI frees finance teams to focus on strategic analysis. Not far behind, CFOs at companies of 50-250 employees spent $55,149.

Finance

E78 Partners

JUNE 16, 2025

Common reasons mergers and acquisitions fail include: Inadequate Integration Planning: Without a comprehensive roadmap that aligns with the deal thesis, organizations struggle to prioritize, sequence, and resource integration activities. Let’s say a mid-sized manufacturer acquires a bolt-on supplier to consolidate operations.

Mergers and Acquisitions (M&A)

The Charity CFO

FEBRUARY 12, 2025

The number one factor predicting success in this area is the willingness and commitment of leadership to prioritize impact measurement. About The Charity CFO We are an accounting partner that truly understands nonprofits. If you need help with your accounting and bookkeeping, lets talk. Get the free guide!

Nonprofit

The Charity CFO

OCTOBER 28, 2024

She stressed that HR mistakes can lead to severe financial penalties and legal troubles, underlining the importance of having the right expertise in place. They cautioned against assuming that someone with a background in accounting or administration can effectively manage HR responsibilities. Get the free guide!

Nonprofit

The Charity CFO

JANUARY 8, 2025

By focusing on strategic planning, thoughtful impact measurement, and creating a work environment that prioritizes deep work and employee well-being, organizations like MCEA are paving the way for a more sustainable and effective nonprofit sector. About The Charity CFO We are an accounting partner that truly understands nonprofits.

Leadership

CFO Dive

JULY 10, 2025

M&A transactions in January through the end of May was 4,535, comparable to the year-earlier period, which saw 4,515 deals, according to the Big Four accounting firm. The report, issued before Congress passed Trump’s megabill, concluded that an M&A upswing will require more policy clarity and stability. TechTarget, Inc.s

Mergers and Acquisitions (M&A)

CFO Plans

APRIL 14, 2025

Regularly update your financial records, maintain open lines of communication with your tax advisor, and always double-check your filings before submission. Emergency Financial Reporting for Crisis Management During times of crisis, timely financial reporting becomes critical.

Auditing

The Charity CFO

MARCH 7, 2025

Its no secret that accountants have a busy season. I get asked all the time – how do you survive the busy season of accounting? For accountants, its typically January through April. This year, I took that time to connect with fellow accounting firm owners in sunny Fort Lauderdale. Get the free guide!

CFO

The Charity CFO

DECEMBER 30, 2024

Supportive Work Environment: The organization prioritizes creating a workplace where employees feel valued and supported. About The Charity CFO We are an accounting partner that truly understands nonprofits. If you need help with your accounting and bookkeeping, lets talk. Book a FREE consultation here. Get the free guide!

Nonprofit

Embark With Us

MARCH 20, 2025

Aligning financial reporting systems, tracking and realizing efficiencies, and continuously monitoring financial performance are essential to support patient care and ensure the merged entity's success. Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations.

Healthcare

CFO Dive

JUNE 24, 2025

Working in concert with the chief information security officer, the CFO can “better understand the probability and exposure to risk, set metrics on spending and ROI, and communicate recommendations for prioritizing cybersecurity spending,” they wrote. You can unsubscribe at anytime. Please select at least one newsletter. TechTarget, Inc.s

CFO

CFO Dive

JULY 22, 2025

While 49% of respondents said their organizations have established formal cybersecurity risk programs, only 30% reported that such programs are prioritized based on business objectives. Qualys found that just 14% of organizations use a cyber-risk approach that ties together integrated risk scenarios with financial measurements. “[I]t’s

Finance

The Charity CFO

DECEMBER 11, 2024

This approach recognizes that the traditional either/or mentality of prioritizing work over personal life (or vice versa) is outdated and ineffective. Prioritize Wellbeing: Recognize that taking care of mental health and personal needs is not at odds with high performance but is essential for sustained success. Get the free guide!

Nonprofit

CFO Dive

JULY 16, 2025

Facing an increasingly competitive market, Renault will pursue a “strict commercial policy, prioritizing value creation over volume to protect its launches,” as well as moving forward with its cash reduction plan, the company said. Will the new sequel and the franchise’s drama help attract more young people to the accounting profession?

CFO

CFO Dive

JULY 8, 2025

The proportion of organizations that prioritize SaaS cost savings increased seven percentage points since Flexera’s 2023 survey and rightsizing contracts climbed eight percentage points over the same period. Will the new sequel and the franchise’s drama help attract more young people to the accounting profession? TechTarget, Inc.s

Auditing

PYMNTS

NOVEMBER 15, 2016

CFOs are struggling to keep up with how quickly the requirements for financial reporting are changing, researchers have found. EY researchers released new data this week that concluded CFOs and financial controllers are struggling to keep up with the pace of change when it comes to corporate reporting standards and demands.

Financial Reporting

The Charity CFO

JANUARY 21, 2022

And the issue of restricted funds presents unique bookkeeping and accounting challenges for a nonprofit that a for-profit company doesn’t face. This accounting system is called fund accounting. This accounting system is called fund accounting. Who’s Required to Use Fund Accounting? .

Nonprofit

Bramasol

JULY 22, 2023

Previous posts in this blog series o n Environmental, Social and Governance (ESG) and carbon accounting have spotlighted carbon accounting as a trend to watch , looked at ESG impacts on M&A , and tracked the emergence of new ESG standards.

IFRS

CFO Share

JUNE 27, 2024

How a CFO Ensures Compliance in Financial Reporting Reliable financial statements are crucial for business management, but ensuring compliance may feel like a luxury in the resource-constrained world of small business. How can a small business ensure compliance in reporting without overspending on accounting staff and audits?

Financial Reporting

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. This helps users stay informed about critical changes in financial metrics. This helps identify trends and patterns that can inform future strategies.

Financial Reporting

The Charity CFO

AUGUST 21, 2024

The relationship between fundraisers and accountants in a nonprofit organization can be challenging. Fundraising and accounting departments provide vital services to the organization, but when they fail to communicate, it can lead to financial errors.

Communication

Future CFO

MAY 31, 2023

Technology has made financial reporting easy for everyone involved in the process, from the finance and accounts team preparing reports to the regulators, investors, and others who use those reports. That said, technology is only one aspect of the reporting process. in 2023 while Europe and the U.S.

Finance

CFO Plans

SEPTEMBER 24, 2024

Discover expert tax planning and accounting services designed to help you thrive. Navigating the financial landscape of a small business can be overwhelming. According to the Small Business Administration, 20% of small businesses fail within their first year, often due to poor financial management.

Tax Planning

The Charity CFO

OCTOBER 9, 2024

One of the most sought-after tools is a platform or software to integrate your fundraising and accounting data seamlessly. This makes it challenging to create technology that tracks data for fundraising purposes while still following accounting principles. So why does it seem so hard to find this unicorn platform?

Accounting

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

CFO Plans

MAY 2, 2024

When it comes to revolutionizing your financial management, finding the right accounting partner is a critical decision. Take time to reflect on your financial goals, industry-specific requirements, and the level of support you require. Look for a partner that embraces cloud-based solutions, automation, and advanced analytics.

Accounting

The Charity CFO

JULY 1, 2024

Choosing the right accounting services is crucial for the financial health of your nonprofit. The right nonprofit accountant helps your organization properly manage its finances, which improves trust and transparency with stakeholders and donors. Technology is one of the most important tools in modern nonprofit accounting.

Nonprofit