Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses. Review the credit terms you extend to customers and suppliers, and benchmark your trade terms against the rest of your industry.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

VCFO

MARCH 17, 2023

That’s because inventory is a key driver of several profit & loss (P&L) statement components, from revenue all the way down to net profit. A benchmark exercise can also provide insight here. With that being the case, it’s important to examine their average inventory numbers for that particular period.

Manufacturing 73

Manufacturing Benchmarking Forecasting Profit and Loss 73

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. He can be reached at [email protected]. Read more of Adam’s articles here.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 3, 2022

We also have a number of articles on investments: How launching an ETF can create efficiencies for advisors and their clients alike. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He can be reached at [email protected]. Read more of Adam’s articles here.

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 7, 2022

Disclosing whether or not the reinvestment of dividends or other earnings is reflected, along with the possibility of loss, should be included in nearly all advertisements, including gross/net performance. If a presentation of gross performance does not reflect the deduction of transaction fees and expenses.

Advertising 130

Advertising Marketing Communication Compliance 130