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

Adam Kae

At Adam Kae & Associates, we not only create financial strategies and financial systems for digital marketing agencies, but we are instrumental in helping successfully implement them. From budgeting and forecasting to optimizing revenue streams, we'll cover essential considerations to empower your agency's growth journey.

CFO 52
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Guide to Avoiding a Year-End Financial Close Meltdown

Planful

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. Look for opportunities to simplify and streamline the process, while ensuring integrity of the data. This includes looking at industry benchmarks and implementing best practices.

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Transcript: Rick Rieder

Barry Ritholtz

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. You know, started with Bear Stearns, and then all of a sudden, financial institutions are levered entities. There is alpha.