CFO Share

OCTOBER 6, 2021

Like all business owners, you want your cannabis business to prosper and grow. With no government funding or protection, a cannabis business’ management team is vital to the success of the business. With no government funding or protection, a cannabis business’ management team is vital to the success of the business.

CFO 96

CFO Budgeting Compliance Forecasting 96

The Charity CFO

MARCH 22, 2024

How does your nonprofit make strategic decisions? Leveraging data for strategic decision-making has many benefits–from improving your efficiency to increasing the success rate of campaigns or strategies. Learn more about using data for decision-making in your nonprofit in this complete guide. What Does Nonprofit Data Look Like?

Nonprofit 52

Nonprofit Leadership Benchmarking Leverage 52

The Charity CFO

NOVEMBER 2, 2023

Because of the drastic changes over a short timeline, businesses are also beginning to truly analyze the cost and consequences of each event hosting scenario. Because of the drastic changes over a short timeline, businesses are also beginning to truly analyze the cost and consequences of each event hosting scenario.

Nonprofit 52

Nonprofit CFO Education Sales 52

Beacon CFO Plus

MARCH 21, 2023

by Rob Joseph, Director, BeaconCFO Plus Effectively Manage Your Profitability With Our Virtual CFOs One of your challenges as a small/medium business owner is how to manage your profit margins in a competitive marketplace. Proper management and ongoing measurement of margins is critical to your organization’s success.

CFO 52

CFO Communication Leverage Planning 52

CFO Share

JULY 13, 2023

How quickly will the new sales hire ramp up? Gather the executive team to tweak the business plan to maximize growth, minimize risk, and optimize cash flow. Growth planning should include your executive team and a CPA for tax planning purposes. Compare notes against peers outside your business. (A

CFO 40

CFO Forecasting Tax Planning Advertising 40

Centage

OCTOBER 23, 2023

Driver-based modelling allows finance teams to nimbly adjust resource allocations and fine tune financial forecasting around the core drivers of the business. The first step in building a driver-based financial model is to identify the key drivers that significantly impact a company’s financial performance.

Budgeting 52

Budgeting Planning Forecasting Financial Modeling 52

Centage

MARCH 7, 2023

As the Federal Reserve increases borrowing costs and supply chain problems continue running rampant across the globe, savvy business leaders are looking for ways to prepare for the problems ahead. It’s no secret that a recession is still looming on the horizon. The result will be increased automation and superior business outcomes.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Investments Budgeting Forecasting 98

CFO Simplified

MAY 15, 2022

Is Your Business Ready for a Part-Time CFO? As a business owner, there are a handful of questions you repeatedly receive from your clients and prospects. There are two reasons why a business owner should look at hiring a CFO: business size and complexity of your business. His sales sat at $135,000 a year. . Business Size.

CFO 97

CFO Strategic Planning Business Analytics Manufacturing 97

Jedox Finance

JUNE 24, 2021

This also affects the go-to-market processes in particular for the marketing and sales functions. A company’s web presence, which is usually designed by marketing, is becoming an increasingly important component in the sales process. Where marketing and sales converge. The evolution of marketing data.

Sales 116

Sales Marketing Planning Forecasting 116

CFO Share

MAY 24, 2023

However, cutting expenses can be a daunting task, and it’s easy to cut too deep and negatively impact your business. By implementing these expense reduction strategies, you can reduce business expenses without sacrificing quality, and take your business to the next level.

Budgeting 40

Budgeting CFO Advertising Investments 40

Centage

SEPTEMBER 7, 2021

You’re reviewing the results with your sales team, and you find that one of the team members is 20% below their sales goal for the quarter – and you want to know why. Finance needs to support sales leaders (in this particular instance) by continuing to ask why until you find an area to adjust and help.

Finance 52

Finance Data Analysis Forecasting Budgeting 52

The Charity CFO

FEBRUARY 4, 2022

The nonprofit bookkeeper is the front line in the battle for the accurate financial data you need to run your business, so let’s review the core responsibilities of a nonprofit bookkeeper. . Do a Google search on nonprofit bookkeeping, and you’ll find page after page of articles on nonprofit accounting. And that’s a problem.

Nonprofit 98

Nonprofit Invoicing General Ledger GAAP 98

Onplan

DECEMBER 16, 2021

Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting. For the finance team, the right FP&A software frees up a lot of time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Finance Strategic Planning 52

Onplan

DECEMBER 16, 2021

Finance departments are increasingly looking for solutions to help them make more proactive, data-driven decisions and connect the dots between finance and business operations teams to improve collaboration in strategic planning and budgeting. For the finance team, the right FP&A software frees up a lot of time.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Finance Strategic Planning 52

https://trustedcfosolutions.com/feed/

JANUARY 24, 2021

Financial and business management is what you do to control costs, manage cash, and measure results. Rank where you fall on each of these areas: Our management team calculates prime costs weekly, investigates variances and if necessary, promptly makes corrections. When was the last time you reviewed the health of your business?

Budgeting 52

Budgeting Cost Management Accounting Sales 52

Michigan CFO

NOVEMBER 1, 2021

With fractional and virtual CFO services, your SaaS business can hire a CFO part time for a fraction of the cost. With a SaaS CFO as a viable option for your early stage SaaS business, not taking advantage of CFO services is the biggest mistake you can make as a business owner. This is when it’s time to turn to a SaaS CFO.

CFO 52

CFO Budgeting Forecasting Tax Planning 52

CFO Share

AUGUST 16, 2023

Working Capital Hog – Profitable P&L but negative cash flow This situation can occur when the company may have high levels of accounts receivable or inventory, indicating that sales have been made, but the cash has not been collected or converted into cash yet. However, the long-term future of the business is not sustainable.

Profit and Loss 52

Profit and Loss CFO Finance Startups 52

CFO Simplified

FEBRUARY 6, 2022

Succession planning is crucial to make sure your company has a strong leadership team in place when you decide to exit your business. Some questions that you should consider when creating your exit strategy include (these questions are subject to change if there is an event of a death). Plan Years Ahead (not months) .

Planning 52

Planning CFO Leadership Communication 52

The Finance Weekly

JANUARY 18, 2024

The CFO monitors the company’s cash flow, analyzes its financial health, suggests recommendations for possible improvement, and oversees the company’s financial accounting, including timely and accurate reporting. Creating a Strong Team If the company’s success is the main goal, every good CFO must assemble a strong team.

CFO 52

CFO Communication Leadership Concentration 52

CFO Share

JULY 20, 2021

Is your small business not making as much profit as you expect? Growth has been good the last several years and you have built a strong team: a talented operations manager to manage the staff, a brilliant technical expert to lean on, and a loyal administrative team to send invoices, take calls, and pay bills. What’s going on?

Accounting 52

Accounting Profit and Loss Auditing Invoicing 52

CFO Share

FEBRUARY 22, 2024

This optimism, while crucial for taking risks and seizing opportunities, often clouds judgment, leading to expectations of big sales that remain forever on the horizon. This optimism, while crucial for taking risks and seizing opportunities, often clouds judgment, leading to expectations of big sales that remain forever on the horizon.

Profit and Loss 20

Profit and Loss Forecasting CFO Sales 20

PYMNTS

MAY 12, 2020

Retailers and direct-to-consumer (D2C) brands that are now seeing their eCommerce sales take flight would be remiss to ignore the data being generated by the digital shift and the potential marketing opportunities. Just make sure analytics is ready to analyze those results. percent from 35.5 percent in just the last two weeks.

Retail 52

Retail Advertising eCommerce Budgeting 52

Barry Ritholtz

DECEMBER 5, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 [Speaker Changed] This is Masters in business with Barry Ritholtz on Bloomberg Radio. So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. Michael Fish is co-founder and CEO of American Securities.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Michigan CFO

JULY 8, 2022

It’s nice to think you can do everything on your own. But when it comes to running your business, there are certain tasks and responsibilities you will want to give to a qualified advisor. Every business needs CFO services, and there is a CFO solution for businesses of any size, even yours. How to Get the Most Out of Your CFO.

CFO 40

CFO Forecasting Accounting Planning 40

Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. Your company needs to make plans for the future. The sum of these three areas is known as net cash flow.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

Centage

APRIL 19, 2022

In addition to making a budget every month, quarter, or year, you also need to compare that budget to what your company actually earns and spends. A budget vs. actual statement lets you compare your projected expenses and income to reality. A budget acts as a roadmap for your company’s finances. What is a Budget?

Budgeting 98

Budgeting Profit and Loss Forecasting Sales 98

Musings on Markets

JANUARY 9, 2021

I spent the first week of 2021 in the same way that I have spent the first week of every year since 1995, collecting data on publicly traded companies and analyzing how they navigated the cross currents of the prior year, both in operating and market value terms.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

Centage

DECEMBER 21, 2022

The Value of Stress Testing Your Financial Plan. As an organization, you can decide whether you want to hire more sales representatives, open a new regional office, or expand your product line. Obviously, you can’t control these factors, but you will need to know how any changes in them may affect your financial statements.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 98

Centage

JANUARY 17, 2023

Between a volatile stock market, high interest rates, supply chain issues, inflation, and a possible recession, having a solid financial planning process in place is an important piece of sustaining your business through challenging times. Budget vs Actual Statement – What It Is and What It Isn’t.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Planning Forecasting 98

Barry Ritholtz

MAY 7, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Barry Ritholtz : This week on the podcast, I have an extra special guest. But I gotta start with your education. The transcript from this week’s, MiB: Joanne Bradford, Domain Money , is below. Domain Money is, is one of the big ones.

Advertising 56

Advertising Startups Technology Investments 56

Centage

SEPTEMBER 13, 2022

Your business can use historical and recent business performance with the recurrent business cycle and seasonal trends to predict your organization’s financial performance in various scenarios. Your company needs to make plans for the future. Financial Statements. The sum of these three areas is known as net cash flow.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 52

PYMNTS

MAY 24, 2019

Self-driving cars, for example, could assist with Amazon’s last-mile logistics and reduce its shipping costs, which climbed 21 percent to $7.3 Self-driving cars, for example, could assist with Amazon’s last-mile logistics and reduce its shipping costs, which climbed 21 percent to $7.3 AI Enhancement: A Wearable That Feels Your Pain.

Advertising 43

Advertising Construction Startups Retail 43

CFO Leadership

OCTOBER 10, 2023

For businesses, AI and ML hold a powerful allure as companies consider how the new technologies might help boost productivity, cut costs, and gain a competitive edge. For businesses, AI and ML hold a powerful allure as companies consider how the new technologies might help boost productivity, cut costs, and gain a competitive edge.

Problem Solving 98

Problem Solving Leadership Finance CFO 98

Barry Ritholtz

OCTOBER 31, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz on Bloomberg Radio.  The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. Michael Carmen is co-head of private Markets at Wellington Management.

Investments 60

Investments Marketing Numbers Valuation 60

CFO News Room

JANUARY 7, 2023

In my last post, I talked about the ritual that I go through every year ahead of my teaching each spring, and in this one, I will start on the first of a series of posts that I make at the start of each year, where I look at data, both macro and company-level. That is not true!

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

CFO Share

DECEMBER 2, 2022

The classic business playbook says these are good times to reduce operating costs. Before slashing your organization, consider the following strategies and tactics to avoid losing precious resources, cutting too little, or cutting too late. Capacity reductions eliminate excess cost and overhead. Efficiency Improvements.

Restructuring 52

Restructuring Cost Management CFO Forecasting 52

Centage

AUGUST 22, 2023

By using budget drivers, business leaders can more accurately estimate revenue and costs. As most businesspeople know, this outcome is rarely the case. Even the most strategically-crafted budgets can take hits from unforeseen circumstances. But that doesn’t mean that companies should fly by the seats of their budget-less pants.

Budgeting 98

Budgeting Planning Forecasting Finance 98