Boston Startup CFO

APRIL 12, 2024

13-week Cash Flow Forecasting We offer a comprehensive and forward-looking approach to cash planning.

Planning 40

Planning Cash Flow Forecasting Forecasting Benchmarking 40

CFO News Room

DECEMBER 26, 2022

Another immediate way that advisors can help ease the impact of inflation for clients is to create a cash management strategy (i.e., The key point is that firm owners can use benchmarking data to better understand how they can improve their business. Sales & Marketing.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management. Executive Summary.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

PYMNTS

MARCH 8, 2019

Indeed, PwC research says that with an average of 54 days sales outstanding, the U.S. “The difference between checks and ACH is about a week in payment time, but the industry is suffering from 54 DSO [Days Sales Outstanding],” said Mitchell. In fact, nearly half wait up to 90 days to receive funds.

Construction 50

Construction B2B Invoicing Benchmarking 50

Onplan

NOVEMBER 30, 2022

This includes integrations with systems like Salesforce, QuickBooks, NetSuite, Xero, and Sage so you can analyze and use all your data—including, HR, sales, and CRM—in one place. Benchmarking and KPI tracking across the organization to stay on course. Financial and business performance management. Final thoughts on OnPlan.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52