CFO General Ledger Sales 
CFO Thought Leader
OCTOBER 29, 2024
The company operated two businesses: one generating about $30 million in EBITDA, while the other incurred annual losses of roughly $10 million. Once the board approved the plan, Gronen led efforts to align sales teams and streamline processes. Gronen: Yooz is an AP (accounts payable) automation and payments company.
CFO Share
JUNE 18, 2024
Avoid Overloading Your Accounting Software Many bookkeepers think accounting software should be the ultimate source of truth for all data – bills, payroll, inventory, sales transactions, etc. For instance, inventory management, point-of-sale summaries, and payroll should be handled by their respective systems and reconciled at month-end.
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CFO Simplified
NOVEMBER 28, 2022
The President of CFO Simplified, Larry Chester , shares the importance of inventory value reports with us. . If you’re a manufacturer or a wholesale distributor, you should be comparing the value in that inventory value report to one line on your general ledger, and that’s the value of inventory. . Final Thoughts.
https://trustedcfosolutions.com/feed/
APRIL 14, 2022
You can seamlessly integrate all of your restaurant systems into Sage Intacct for complete automation that can streamline your processes and workflows so that all sales data from each restaurant and entity flows directly into your accounting software, eliminating manual input and reducing errors. We have your next CFO. .
CFO Simplified
APRIL 17, 2022
Our client was a printing company located in North Central Illinois with sales of $19,200,000 and a second-generation owner. This CFO Simplified client watched profitability slowly disappear—until they incurred a $125,000 loss. A CFO can help ensure your business’ profitability is at its best. The Problem.
The CFO College
AUGUST 31, 2021
The rolling cash forecast is one of many CFO-level skills we teach in our program. As an accounting professional, you need to set up many processes for efficient data tracking, including: Month-end tie-out system to close out balance sheets, reconcile general ledger accounts, with full tick marks.
The Charity CFO
FEBRUARY 4, 2022
Execute data entry to keep the general ledger current . Many nonprofits have earned revenue streams, like membership subscriptions, tuition fees, course enrollments, or sales at company stores. At The Charity CFO, we handle the books and all of your accounting needs. Organize and maintain receipts . Manage payroll .
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