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Financial Planning & Analysis

Boston Startup CFO

Through meticulous analysis of your historical financial data and current business operations, we will develop accurate and reliable cash flow projections, enabling you to make informed decisions, anticipate potential cash shortfalls, and implement effective strategies to maintain optimal liquidity and financial stability for your business.

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The 5 Best Financial Forecasting Software for business

Spreadym

Performance evaluation: Financial forecasts serve as benchmarks for comparing actual financial results against projected figures. This evaluation helps in monitoring performance, identifying deviations, and taking corrective actions to achieve financial goals.

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Month-End Close: How to Speed Up the Process

Planful

In his perspective on Ventana’s 2019 benchmark research on the Office of Finance , Kugel noted that for the first time in 15 years, companies showed significant improvement in month-end close times. Reducing the length of the month-end close in any meaningful way depends on automation.

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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.