E78 Partners

JANUARY 22, 2025

Your accounting function is no longer just about balancing the books; its about ensuring business continuity, empowering strategic decision-making, and maintaining a competitive edgeeven in the face of unprecedented challenges. Without resilience, accounting operations risk becoming a bottleneck that undermines broader business objectives.

Accounting 52

Accounting Marketing Compliance Communication 52

CFO News Room

NOVEMBER 29, 2022

What’s unique about Anh, though, is how, as a solo advisor, she differentiates her firm by leveraging the combination of a high-touch concierge approach to client service with a unique investment management approach through the use of very carefully chosen structured notes to differentiate her portfolio design from other advisors.

Leverage 130

Leverage Planning Concentration Tax Planning 130

Global Finance

MARCH 2, 2025

Weve got what we think is a rather exciting model, which we describe in a working paper, that helps forecast in advance the likelihood that a firm will go on to commit accounting fraud. But mostwell, allof the research into accounting fraud has focused on detection rather than prevention. Joanne Horton: Yes.

Forecasting 112

Forecasting Auditing Accounting Profit and Loss 112

Bramasol

NOVEMBER 11, 2024

Data-Driven Decision Making: The integration of advanced analytics and machine learning capabilities in cloud ERPs enables organizations to leverage their data more effectively, leading to better decision-making processes. Remote Access and Collaboration: The rise of remote work has highlighted the importance of having accessible systems.

SAP 103

SAP Compliance Leverage Invoicing 103

Fpanda Club

JANUARY 23, 2025

Such tasks as reconciling accounts, monthly closing, preparing financial statements are part of the accounting cycle and are typically managed by accounting departments. This misunderstanding often leads them to make requests that are outside the FP&A scope, such as transactional accounting tasks or detailed data pulls.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

https://trustedcfosolutions.com/feed/

MAY 27, 2022

Owning a restaurant chain or several restaurant franchises can be challenging when it comes to accounting and being able to consolidate all your reporting and records. There are a lot of accounting solutions on the market but only one that can provide you with all the information you need to make those critically important growth decisions.

Accounting 108

Accounting General Ledger Accounts Payable Cash Management 108

CFO Plans

OCTOBER 29, 2024

This article explores effective strategies for accounts receivable and payable management, offering actionable insights to enhance financial stability and promote growth. Improving Liquidity through Accounts Receivable Efficiency Optimizing accounts receivable efficiency is crucial for improving liquidity.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

Future CFO

DECEMBER 29, 2024

Giselle Arellano-Geronimo , vice president and head of Finance, Accounting, and Procurement at Shearwater Health , emphasises that successful CFOs can resonate with various stakeholders and foster a culture of continuous learning essential for implementing transformative changes.

Finance 98

Finance Compliance Data Analysis Leadership 98

Nerd's Eye View

DECEMBER 24, 2024

And so, whether you’re interested in learning about how writing a book can be an effective advisor marketing strategy, the different ways to leverage a book to attract clients, or how to write a book without having to take a sabbatical, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Paul G.

Communication 98

Communication Leverage Marketing Accounting 98

Barry Ritholtz

APRIL 17, 2025

Your Lizard Brain : One of my favorite behavioral hacks is for you stock junkies: Manage your lizard brain via a Cowboy Account. Set up a mad-money account with less than 5% of your liquid capital. ” The cowboy account serves the same function. Buy high, sell low, repeat until broke. If it works out great!

Investments 107

Investments Profit and Loss Math Accounting 107

Bramasol

MAY 23, 2024

Previous episodes in this Insights Series have explored the challenges created by new Digital Solutions Economy paradigms for billing, fulfillment, invoicing, revenue accounting, and compliance across a wide range of industries. Entitlement Management - Tracking and managing software licenses to ensure they are accounted for accurately.

Compliance 100

Compliance Accounting SAP Invoicing 100

Global Finance

DECEMBER 26, 2024

I started in public accounting at Ernst & Young, where we did everything manually. Now, you have to leverage artificial intelligence; if youre not using it yet, youre already behind. Rouse: You have to be deeply involved in the business; its not enough to just be an accountant. Global Finance: How has the CFO role changed?

CFO 98

CFO Restructuring Math Finance 98

Global Finance

DECEMBER 16, 2024

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. We are using the GitHub co-pilot and combining it with our own source code to leverage customer value. For example, CBQ developed an application for domestic maids to open accounts through mobile.

Banking 105

Banking Finance Leverage Technology 105

Nerd's Eye View

MAY 13, 2025

Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs.

Education 70

Education Accounting Planning Leverage 70

CFO Plans

NOVEMBER 18, 2024

Learn More About Building Trust with Investors Leveraging Transparent Financial Management as a Strategic Edge Transparent financial management extends beyond fulfilling regulatory obligations; it acts as a strategic advantage. By demonstrating a commitment to accountability, organizations can significantly boost stakeholder confidence.

Communication 52

Communication Finance CFO Prioritization 52

CFO Talks

NOVEMBER 25, 2024

How to Handle It: Stand firm on ethical accounting practices and remind decision-makers of the long-term implications of financial misrepresentation. A colleague hints at leveraging this information to trade shares. Consider implementing anonymous reporting systems.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

CFO Talks

NOVEMBER 20, 2024

For example, while South African companies follow International Financial Reporting Standards (IFRS), the US requires compliance with its Generally Accepted Accounting Principles (GAAP). Modern project management tools can help track these timelines and keep everyone accountable.

IFRS 98

IFRS GAAP Currencies CFO 98

Navigator SAP

MARCH 11, 2022

Entrepreneurs often love leveraging the power of applications to accomplish their work, but how truly effective is your software if it’s all siloed in disparate systems? ERP solutions hold vast amounts of data from all of your business operations—ranging from accounting to manufacturing to human resources and beyond—in one central place.

Communication 246

Communication Leverage Forecasting Manufacturing 246

Musings on Markets

JANUARY 10, 2025

Not surprisingly, the company listings are across the world, and I look at the breakdown of companies, by number and market cap, by geography: As you can see, the market cap of US companies at the start of 2025 accounted for roughly 49% of the market cap of global stocks, up from 44% at the start of 2024 and 42% at the start of 2023.

Corporate Finance 120

Corporate Finance Valuation Finance Numbers 120

Global Finance

OCTOBER 31, 2024

According to Moody’s, year-over-year issuance of sukuk in the GCC states rose 138% to $69 billion as of June, with Saudi Arabia accounting for 37% of total issuance. The bank expects this will help it leverage artificial intelligence and other advanced technologies to identify and launch new Islamic banking solutions.

Banking 105

Banking Finance Forecasting Leverage 105

Global Finance

NOVEMBER 1, 2024

The bank was also the first to open trading and registration accounts in China’s National Greenhouse Gas Emission Reduction Market and jointly underwrote China’s first interbank green office building REITs. By leveraging its entire operation, BOC has positioned itself as a global leader in green finance.

Finance 98

Finance Banking Risk Management Construction 98

Trade Credit & Liquidity Management

JUNE 2, 2025

“Leveraging the power of AI, Zuora Collections demonstrates a deep understanding of the evolving needs of subscription businesses.” Automated Workflows: Outreach and follow-up actions are triggered automatically based on customer risk, payment history, and account context, improving efficiency and reducing manual effort.

Forecasting 52

Forecasting Prioritization Leverage Communication 52

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 92

IFRS Accounting SAP Compliance 92

CFO Plans

DECEMBER 9, 2024

Such scenarios underscore the importance of a robust small business financial strategy , often necessitating the outsourcing of accounting tasks to professionals. Outsourcing Accounting Benefits: More Than Meets the Eye The benefits of outsourcing accounting are numerous.

Numbers 52

Numbers Compliance CFO Leverage 52

Global Finance

NOVEMBER 14, 2024

CTBC aims to leverage both GenAI and traditional AI to enhance its personalized banking experience and seamlessly deliver next-gen banking services. Real-Time Fraud Prevention with AI Digital account fraud is a significant issue for global financial services, increasing 45% annually.

Banking 52

Banking Leverage Risk Management Technology 52

CFO Plans

NOVEMBER 4, 2024

A noteworthy example is a financial services provider that leveraged cutting-edge ROI analysis tools to assess the impact of their investments. From AI-driven financial modeling to cloud-based accounting platforms, these innovations provide businesses with real-time insights and enhanced operational efficiency.

CFO 52

CFO Cost Management Leverage Planning 52

CFO Thought Leader

FEBRUARY 26, 2025

His career illustrates how finance leaders can drive strategy by immersing themselves in operations, leveraging data insights, and aligning financial decisions with long-term business value. Now at Extreme Networks, Rhodes applies these principles to simplify complex networking solutions and optimize recurring revenue streams.

CFO 110

CFO Leadership Prioritization Finance 110

Future CFO

FEBRUARY 5, 2025

However, given the right opportunities and strategies, these shifts can be leveraged to drive organisational value. As it plays a greater role in businesses' accounting and financial reporting, the finance team can maximise AI opportunities and lay the foundations for the responsible use of new technologies by managing associated risks.

Leverage 52

Leverage Technology Finance Accounting 52

Navigator SAP

JULY 15, 2022

Your ERP platform should be able to unify different modules for different areas of the business, including payroll, bills of material, inventory, accounting, customer relationship management, supply chain management, and others, helping these different departments communicate. Centralization. Support for various business sectors.

Budgeting 223

Budgeting Leadership Communication Leverage 223

Future CFO

APRIL 7, 2025

Moreover, Soh thinks technology plays a pivotal role in making sustainability efforts both cost-effective and scalable, with digital platforms like ESGpedia enabling businesses to streamline their ESG data management, automate carbon accounting, and access real-time insights for decision-making.

Compliance 52

Compliance Leverage Finance Risk Management 52

Musings on Markets

FEBRUARY 12, 2025

Profitability - Absolute and Relative While we may all agree with the proverbial bottom line being profits, there seems to be no consensus on how best to measure profitability, either from an accounting or an economic perspective. It is for that reason that I created my own version of an accounting class , that you can find on my webpage.

Hurdle Rate 75

Hurdle Rate Accounting Investments Economics 75

CFO Talks

NOVEMBER 21, 2024

I then applied for a Junior Accountant position and pursued further studies to support that career shift. My goal is to leverage my experience and skills in finance and strategic management to drive growth, operational efficiency, and long-term success for an organization.

CFO 98

CFO Leadership Communication Problem Solving 98

Trade Credit & Liquidity Management

MAY 29, 2025

Automation and artificial intelligence (AI) are transforming accounts receivable (AR) and B2B trade credit management by replacing manual, error-prone processes with intelligent, AI-driven tools. Credit decision-making, collections, cash application, deductions, and communications are greatly enhanced by AI-powered AR automation.

Cash Flow Forecasting 52

Cash Flow Forecasting Reconciliations Forecasting Prioritization 52

CFO Thought Leader

DECEMBER 1, 2024

The discussion explores how these finance leaders are leveraging technology, data, and collaboration to drive decision-making and value creation. He underscores building internal FP&A talent and leveraging an external IR partner to align messaging and prepare for potential growth opportunities, including going public.

Technology 52

Technology CFO Leverage Finance 52

E78 Partners

DECEMBER 20, 2024

Effective cloud cost management ensures that every dollar aligns with your strategic goals, enabling better governance, greater accountability, and measurable results. Track and Analyze Cloud Usage Leverage advanced cloud resource management tools to monitor usage patterns, detect inefficiencies, and identify underutilized resources.

Cost Management 52

Cost Management Budgeting Leverage Auditing 52

Future CFO

DECEMBER 2, 2024

The Association of Chartered Certified Accountants says the public sector is under unprecedented pressure, with increasing fiscal constraints, rising demands, and evolving societal challenges call for a transformation in how governments deliver value to citizens. Instead, they should leverage budgets as strategic tools for decision-making.

Finance 52

Finance Budgeting Leverage Technology 52