E78 Partners

MARCH 21, 2025

Functional Integration Leads Each business function must own its integration activities while aligning with corporate strategy: Finance and Accounting: Unifies financial reporting, tax structures, and compliance. Prioritize integration areas based on synergy potential and risk.

Leadership

The Charity CFO

APRIL 11, 2025

Others prefer to see evidence that your organization is financially stable, highlighting diverse funding sources to avoid the appearance of dependency. For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans.

Nonprofit

The Charity CFO

FEBRUARY 20, 2025

Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. Monitor Restricted Funds : Ensure compliance with donor restrictions to avoid operational bottlenecks and keep programs funded appropriately. Do You Struggle to Make Sense of Your Financial Statements? Get the free guide!

Nonprofit

E78 Partners

JUNE 16, 2025

Common reasons mergers and acquisitions fail include: Inadequate Integration Planning: Without a comprehensive roadmap that aligns with the deal thesis, organizations struggle to prioritize, sequence, and resource integration activities. Let’s say a mid-sized manufacturer acquires a bolt-on supplier to consolidate operations.

Mergers and Acquisitions (M&A)

The Charity CFO

OCTOBER 28, 2024

She stressed that HR mistakes can lead to severe financial penalties and legal troubles, underlining the importance of having the right expertise in place. By prioritizing HR and working with experienced professionals, nonprofits can protect their organizations, support their employees, and focus on fulfilling their missions.

Nonprofit

CFO Plans

APRIL 14, 2025

Discover more CFO Tax Recovery Strategies to secure your financial future. Creating a Tax Compliance Recovery Plan A comprehensive tax compliance recovery plan is indispensable. This plan should encompass regular training for your financial team on the latest tax regulations and compliance requirements.

Auditing

CFO Dive

JULY 10, 2025

Several tax and regulatory provisions in the bill could significantly impact M&A, offsetting revenue losses from tax cuts while prioritizing domestic business growth, according to Mark Williams, chief revenue officer of M&A software provider Datasite. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

Mergers and Acquisitions (M&A)

Embark With Us

MARCH 26, 2025

Provide future amendments that would reshape the scope and obligations under CSRD and CSDDD before reporting begins for FY2027. In this blog, we’ll discuss the key aspects of the proposals and potential implications it could have on companies currently focusing on their compliance with these regulations.

Compliance

Embark With Us

MARCH 20, 2025

Aligning financial reporting systems, tracking and realizing efficiencies, and continuously monitoring financial performance are essential to support patient care and ensure the merged entity's success. Steps for Standardization: Conduct an audit of existing financial reporting and ERP systems in both organizations.

Healthcare

CFO Dive

JUNE 24, 2025

Working in concert with the chief information security officer, the CFO can “better understand the probability and exposure to risk, set metrics on spending and ROI, and communicate recommendations for prioritizing cybersecurity spending,” they wrote. You can unsubscribe at anytime. Registered in England and Wales. TechTarget, Inc.s

CFO

CFO Dive

JULY 22, 2025

While 49% of respondents said their organizations have established formal cybersecurity risk programs, only 30% reported that such programs are prioritized based on business objectives. Qualys found that just 14% of organizations use a cyber-risk approach that ties together integrated risk scenarios with financial measurements. “[I]t’s

Finance

CFO Dive

JULY 16, 2025

Facing an increasingly competitive market, Renault will pursue a “strict commercial policy, prioritizing value creation over volume to protect its launches,” as well as moving forward with its cash reduction plan, the company said. You can unsubscribe at anytime. Renault plans to announce its H1 2025 results on July 31. TechTarget, Inc.s

CFO

CFO Dive

JULY 8, 2025

The proportion of organizations that prioritize SaaS cost savings increased seven percentage points since Flexera’s 2023 survey and rightsizing contracts climbed eight percentage points over the same period. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy.

Auditing

CFO Dive

JUNE 17, 2025

Nearly all — 97% — o f businesses have struggled to demonstrate generative AI’s business value, according to an Informatica report published in February. Daily Dive M-F Tech Weekly Every Tuesday By signing up to receive our newsletter, you agree to our Terms of Use and Privacy Policy. You can unsubscribe at anytime.

CFO

CFO Share

JUNE 27, 2024

How a CFO Ensures Compliance in Financial Reporting Reliable financial statements are crucial for business management, but ensuring compliance may feel like a luxury in the resource-constrained world of small business. What is Financial Statement Compliance?

Financial Reporting

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. Decision Making : Financial reporting dashboards enable data-driven decision making by providing stakeholders with timely and accurate information.

Financial Reporting

Future CFO

MAY 31, 2023

Technology has made financial reporting easy for everyone involved in the process, from the finance and accounts team preparing reports to the regulators, investors, and others who use those reports. That said, technology is only one aspect of the reporting process. in 2023 while Europe and the U.S.

Finance

Bramasol

JULY 22, 2023

This new update focuses on the progress of regulatory requirements and software solutions for tangible accounting and reporting of ESG, along with a look at how ESG management can help drive corporate value. The CSRD is part of the EU’s European Green Deal and the Sustainable Finance Agenda.

IFRS

The Finance Weekly

JANUARY 1, 2023

2) The Importance of Trustworthy, Independent SOC Reports in FP&A. In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. Read the FP&A Software Solution Comparison here. Click , here to read. Read the , full article.

Finance

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

Accounting Firms

Future CFO

AUGUST 1, 2023

This highlights the demand for financial risk management and expense tracking capabilities in financial applications to identify current risks, prioritise profitability, eliminate the paper trail, and reduce administrative effort.

Invoicing

VCFO

JUNE 29, 2023

Underscoring this was her ahead-of-the-curve understanding that mission-centered organizations must have strong finance and compliance-related practices and expertise in place to be able to provide services in line with their mission. A CFO will evaluate financial performance, and bring attention to potential issues.

Nonprofit

CFO Plans

SEPTEMBER 24, 2024

Managing taxes efficiently is one of the most daunting tasks, often leading to stress and potential financial pitfalls. Operational accounting services offer crucial support, ensuring financial health and compliance. Let’s explore expert strategies that can transform your small business’s financial outlook.

Tax Planning

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. 1] Robert Half and Protiviti are members of the Microsoft AI Cloud Partner Program.

Financial Planning and Analysis (FP&A)

The Finance Weekly

OCTOBER 9, 2022

For instance, software that automates regulatory compliance tasks can , free up time for employees while lowering errors that can be quite expensive. IT can assist Finance with Business Reporting. Implementing , financial reporting software is one of the ways IT may support the development of finance.

Finance

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. Ensuring Compliance with Evolving Standards and Regulations Private equity-backed companies often face heightened scrutiny due to rapid growth, acquisitions, or restructuring.

Auditing

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. Ensuring Compliance with Evolving Standards and Regulations Private equity-backed companies often face heightened scrutiny due to rapid growth, acquisitions, or restructuring.

Auditing

The Charity CFO

OCTOBER 9, 2024

Instead, accounting software prioritizes accuracy, standardization, and regulatory compliance. Accurate and transparent financial data makes it easier for stakeholders and regulators to understand an organization’s financial health. Let’s consider an example.

Accounting

CFO Share

SEPTEMBER 12, 2024

The first step after a sudden CFO departure is assessing the company’s immediate financial needs. Prioritize urgent processes such as cash flow management, ongoing projects, and upcoming deadlines for financial reporting. What to Do When a CFO Leaves?

CFO

CFO Plans

MAY 2, 2024

Whether you need outsourced bookkeeping services or advanced financial reporting, your partner should be able to accommodate your needs without disruption. Regular meetings, clear reporting, and a dedicated point of contact will ensure that you stay informed and aligned with your financial goals.

Accounting

The Charity CFO

MAY 19, 2023

In a previous article, we discussed the benefits, risks, and compliance requirements of outsourcing bookkeeping for nonprofit organizations. Not only does it fulfill compliance requirements, but it also plays a crucial role in achieving the organization’s mission.

Cash Management

CFO Talks

AUGUST 21, 2024

Regulatory Compliance and Taxation Challenge: The regulatory environment in Africa is complex and can change quickly. Following local tax laws, international financial reporting standards (IFRS), and other rules is essential but challenging.

Corporate Finance

The Charity CFO

JULY 31, 2023

It is essential to ensure that all directors and stakeholders thoroughly understand the policy’s provisions, their responsibilities, and the possible consequences of non-compliance. Do You Struggle to Make Sense of Your Financial Statements? How Does the Board Come into Play? Get the free guide!

Nonprofit

CFO Plans

SEPTEMBER 24, 2024

According to the Small Business Administration, 20% of small businesses fail within their first year, often due to poor financial management. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. Explore online accounting solutions for your business.

Tax Planning

The Charity CFO

AUGUST 21, 2024

Accountants work to safeguard the financial health of the nonprofit by keeping detailed records and ensuring that funds are used appropriately. Misaligned goals and priorities: Fundraisers focus on securing funds quickly, while accountants prioritize accurate recording and management. Contact us today to get started.

Communication

The Charity CFO

JUNE 7, 2023

Nonprofit financial statements. Is this just a necessary evil just to meet compliance requirements , and make sure there’s enough cash in the bank? Or can your financial statements be a lens to view your organization and fuel the mission? Financial Reporting : Provides a comprehensive view of the organization’s expenses.

Nonprofit

Michigan CFO

SEPTEMBER 29, 2021

For businesses that must adhere to specific data security compliance standards, going digital can help simplify the process with the help of a CFO to ensure accuracy. However, if your CFO possesses deep manufacturing experience, then you can better prioritize investments that provide tangible business benefits.

Manufacturing