CFO Simplified

NOVEMBER 6, 2023

You might start with one single item, but knowing where you might be two or five years from now will be helpful in developing your strategic plan. Open a bank account If you are going to start a company, it’s vital you segregate your personal expenses and assets from your company’s expenses and assets. Plan it month by month.

General Ledger 52

General Ledger Strategic Planning CFO Accounting 52

CFO Thought Leader

DECEMBER 12, 2023

His experience at Goldman Sachs and startups shaped his approach to managing resources and driving business strategies. At True Anomaly, Seidel focuses on understanding and integrating various business aspects, like product and engineering priorities, into the company’s financial and strategic plans.

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CFO Leadership Securities Strategic Planning 52

VCFO

MARCH 4, 2022

Financial forecasts are critically important planning tools. Effective business planning requires an understanding of the desired end game for the entity. Be conservative (but also plan for best and worse cases). Increased cash requirements are a common pain point when exceeding plan. Begin with the end in mind.

Forecasting 88

Forecasting Planning Reconciliations Leadership 88

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. Back to the basics: overseeing accounting is one of the basic tasks of every SaaS finance leader. Meticulous accounting sets the foundation for making good decisions.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. Back to the basics: overseeing accounting is one of the basic tasks of every SaaS finance leader. Meticulous accounting sets the foundation for making good decisions.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

Spreadym

JUNE 19, 2023

This forecast serves as a baseline for monitoring and planning your cash flow. Manage Accounts Receivable: Monitor your accounts receivable closely, ensuring that customers pay their invoices on time. This may involve segregating duties, implementing approval processes for expenses, and regularly reconciling accounts.

Cash Flow Forecasting 52

Cash Flow Forecasting Invoicing Forecasting Accounts Payable 52

CFO Talks

MARCH 14, 2024

They play a crucial role in strategic planning, risk management, and driving innovation, extending their influence far beyond the finance department. This efficiency frees the CFO and the finance team to focus on strategic initiatives. This proactive approach to risk management supports more resilient strategic planning.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

Future CFO

MARCH 20, 2020

Vyin Ng (VN): I was eager to know more about accounting — an interest encouraged by people close to me — while being curious about management information system (MIS). Thus I did double major in accounting and MIS when attending university in Canada. Strategic planning and budgets: This is about longer-term resources planning.

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CFO Finance Leadership Compliance 52

Future CFO

DECEMBER 7, 2020

Sereen Teoh (ST): I was born and raised in a small fishing village in Penang, Malaysia where I’ve dreamed of becoming an accountant since I was small. Or is it an issue in the finance and accounting profession in general in Malaysia? I achieved that dream. And now I'm the CFO of BIG Loyalty, owned and managed by BIGLIFE Sdn.

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CFO Financial Planning and Analysis (FP&A) Leadership Finance 52

The Charity CFO

MARCH 30, 2022

For more nonprofit accounting resources check out [link]. For more nonprofit accounting resources check out www.thecharitycfo.com. ?? So vet biz spelled V E T B I Z, is a nonprofit that assists veterans with, startup and expansion of small business. Thanks for listening and be sure to subscribe for new episodes every week!

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Nonprofit Leadership Planning Accounting 52

Barry Ritholtz

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Advertising 57

Advertising Startups Technology Investments 57

The Charity CFO

JANUARY 12, 2022

For more nonprofit accounting resources check out [link]. Tosha Anderson: So you specifically work with faith based entrepreneurs to launch a variety of different startups, right. So, you know, and as an accountant, of course, I always like to say that <laugh>, um, or some version of that. Thanks for watching.

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Nonprofit Prioritization Communication Accounting 52