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What is a Virtual CFO? A Guide for Businesses

Michigan CFO

Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team.

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What is a 12 Month Rolling Forecast?

CFO Share

Budgeting and forecasting are best practices in small business financial modeling. The 12-month (or sometimes 24-month) rolling forecast is the most important financial planning tool for your business. By using formulas to tie these accounts to revenue, they will be responsive to changing business conditions.