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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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Scaling A Digital Marketing Agency: A CFO's Guide to Success

Adam Kae

In this blog post, we will explore key financial strategies that can help you effectively scale your agency and drive long-term success. From budgeting and forecasting to optimizing revenue streams, we'll cover essential considerations to empower your agency's growth journey.

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What is Financial Planning and Analysis (FP&A)?

Spreadym

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? The primary objectives of FP&A.

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Change Management: The Modern CFO’s Blueprint 

CFO Talks

Leading by Example Consider a CFO who champions the adoption of a new cloud-based financial system. For example, a CFO who reallocates budget to fund critical training sessions for new financial software or hires external consultants to ensure a smooth transition, demonstrates the strategic priority of these changes.

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10 Best FP&A Software Tools: A Comprehensive Buyer’s Guide [2023]

Onplan

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is an all-in-one FP&A solution that streamlines financial forecasting, budgeting, and workflow management by connecting existing spreadsheets to a robust analytics hub.

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Guide to Avoiding a Year-End Financial Close Meltdown

Planful

This includes finalizing the budget as well as considerations for upcoming regulatory changes. The Hackett Group benchmark research shows that world-class companies will consolidate and close the month-end books within 3 days, and report within 2 days. This includes looking at industry benchmarks and implementing best practices.