Planful

AUGUST 31, 2021

I’m Planful’s Chief Customer Officer (CCO). This means I have a responsibility for doing everything possible to create a consistent, value-focused customer experience, from the first time they interact with our brand to their continued retention as a loyal and satisfied customer. I’ve been deeply entrenched in this work for over 20 years and have […].

Planning 98

Planning 98

The CFO College

AUGUST 31, 2021

Startups tend to operate on shaky ground. Look at the facts: 82% of small businesses fail due to poor cash flow. 90% of startups will fail - period. From the moment a CEO starts pouring time and money into an idea, a rock-solid financial foundation is key to increasing the odds of success. If company owners don’t have a realistic view of their financials and are not set up for capital raising, reports, and tax prep, their dream may fade away before they ever get a chance to open their door

Startups 81

Startups Accounting General Ledger Forecasting 81

CFO Strategic Partners

AUGUST 31, 2021

It has come to our attention a number of businesses are being approached by firms with proposals to conduct the research needed to file employee retention credit. We would like to alert you that these companies often expect a significant percentage of your return and require payment upfront, before the returns are issued. Worse yet, we’ve seen examples of these companies making inaccurate estimates, which could leave your business at a large loss.

CFO 52

CFO Numbers 52

CFA Institute

AUGUST 31, 2021

Are CAPM and beta effective predictors of future returns?

Performance Measuring 89

Performance Measuring Economics Investments 89

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Planful

AUGUST 31, 2021

I’m Planful’s Chief Customer Officer (CCO). This means I have a responsibility for doing everything possible to create a consistent, value-focused customer experience, from the first time they interact with our brand to their continued retention as a loyal and satisfied customer. I’ve been deeply entrenched in this work for over 20 years and have a passion for it. .

Leadership 40

Leadership Planning Leverage Finance 40