Sat.Nov 06, 2021 - Fri.Nov 12, 2021

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New Prepaid Business Credit Card – Reports to Dun and Bradstreet and SBFE

Business Credit Blogger

New Prepaid Business Credit Card Not all businesses can get approved for a line of credit or unsecured business credit card. Whether it’s due to limited credit or negative credit or little to no business credit, a prepaid business credit card offers an ideal solution. With a pay-as-you-go option, the prepaid business credit card puts […]. The post New Prepaid Business Credit Card – Reports to Dun and Bradstreet and SBFE appeared first on Business Credit.

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The Mirage of Direct Indexing

CFA Institute

Direct indexing seems like a free lunch that is too good to pass on. But is it?

Economics 122
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Tesla's Trillion Dollar Moment: A Valuation Revisit!

Musings on Markets

I have been writing about, and valuing, Tesla for most of its lifetime in public markets, and while it remains a company that draws strong reactions, it is also one that I truly enjoy valuing. It has been a while since my last valuation of the company, which occurred in January 2020, and given how much the landscape has changed since, partly as a result of the company's own actions and partly because of how COVID has upended its competitors in the automobile business, it is time to revisit the c

Valuation 101
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PodChats for FutureCFO: CFO strategies against ransomware

Future CFO

Ira Winkler , chief information security officer with Skyline Technology Solutions in the US, recommends that CFOs consider ransomware prevention as a cost of doing business. In reflecting on the topic of cybersecurity insurance as a good investment, he opined that ransomware is a key purchase driver because a successful attack is expensive even if you don’t pay the ransom.

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Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

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What are business models and why are they so important?

One to One

The post What are business models and why are they so important? appeared first on ONEtoONE Corporate Finance.

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Tips for Strategic Workforce Planning in a Post-Pandemic World

Centage

While workforce expenses have always monopolized the largest part of a company’s budget, (and likely what keeps you up at night!) in the wake of the global pandemic and a drastic shift to remote/hybrid work, workforce planning has never been more challenging to manage. Finance professionals must now consider new office related expenses, headcount attrition and additions tied to an increasingly number of remote working opportunities, a new headcount landscape with more candidates for new roles bu

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Positioning the finance office to champion a truly data-driven organization in Asia-Pacific

Future CFO

As with any business transformation pursuit, there are hurdles to clear. In Southeast Asia, finance leaders can expect talent shortages, poor quality or nonavailability of data, and resistance to change. But these challenges are not insurmountable. In this white paper by Harvard Business Review Analytic Services, we share insights on the data-driven approaches of successful organizations across the region.

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Are You Ready for "Carbon Accounting"  Compliance?

Bramasol

Most corporate leaders are already familiar with "environmental, social and governance reporting" often referred to as ESG. However, for the past couple of decades, ESG has typically consisted of producing an annual glossy Corporate Responsibility Report that discussed various initiatives in descriptive terms across areas such as energy usage, waste stream mitigation, labor practices, community programs, charitable giving, etc.

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Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

CFA Institute

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?

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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Why Outsource Small Business Accounting

CFO Network

Did you know that almost half of small business owners name bookkeeping as their least favorite task? Are you still handling your books in-house? If so, you’re probably putting yourself through a lot of unnecessary stress and expense. Yes, you heard us right. Doing your bookkeeping in-house can cost a lot more than if you outsource small business accounting.

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Mastercard to launch crypto-funded payment cards in Asia Pacific

Future CFO

Mastercard announced recently that it has teamed up with cryptocurrency service providers Amber Group, Bitkub in Thailand, and CoinJar in Australia to launch crypto-funded payment cards in Asia Pacific. . For the first time, consumers and businesses in the region will be able to apply for crypto-linked Mastercard credit, debit or pre-paid cards that will enable them to instantly convert their cryptocurrencies into traditional fiat currency, the firm noted.

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The Lowdown on Carve-Out Financial Statements

Embark With Us

As you might already know, US GAAP doesn't have an awful lot to say about carve-outs or carve-out financial statements. And by awful lot , we mean nothing. Not a peep. So what should you do when there's a divestiture on the horizon and you need some guidance? Well, the SEC has provided a few scant crumbs here and there but, for the most part, financial organizations are on their own.

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How to Calculate Your Cash Burn Rate

The SaaS CFO

Cash is always king. Forget SaaS metrics…no, just kidding. Whether you are a startup or an established SaaS company, cash is always your mind. It’s not just “do I have enough” cash. It’s also where in my company do I invest the cash. Understanding your cash burn rate is a critical factor in how you […]. The post How to Calculate Your Cash Burn Rate appeared first on The SaaS CFO.

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Mid-Year Review: How to Ignite Employee Potential Through Meaningful Feedback

Mid-year performance reviews aren’t just boxes for HR to check. Paycor’s toolkit empowers leaders to: Identify high-potential team members. Boost engagement with meaningful feedback. Support struggling employees. Nurture top talent to drive results. Learn how to ignite employee potential through meaningful feedback. When you nurture top talent, everybody wins.

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Fintechs Are Friends, Not Foes: How Fintechs Can Help Banks Fill the Digitization Gap

FISPAN

The bank-fintech relationship isn’t always a match made in heaven. Financial institutions can sometimes view fintechs as their competitors, bent on taking their customers through technological innovations and new banking capabilities. Now that the COVID-19 pandemic has skyrocketed the need for digitization, banks should look to fintech not as rivals but as partners who can help them.

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The top issues for auditors in 2022

Future CFO

Ransomware and the long-term effects of the pandemic on markets and organisations are the top issues for auditors in 2022, said Gartner recently. . The Gartner 2022 Audit Plan Hot Spots report also identified evolving societal expectations for enterprises, such as environmental, social and governance ( ESG ) risks, and operational resilience as top risk areas for 2022.

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When a Data Crisis Happens, Call in the Power BI Experts

Collectiv

Collective Healthcare Solutions (CollectiveHCS), a Louisiana-based healthcare technology firm, had discovered a unique opportunity to serve its local community: by helping rural health clinics operate more effectively. CollectiveHCS, run by Alec Jeansonne, specializes in healthcare management—helping clinics maintain compliance expectations to stay in good standing with insurance companies.

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Should You Incorporate in Delaware?

VCFO

Delaware declared its independence from Great Britain on June 15, 1776 and thereby also became independent of Pennsylvania with which it had been connected since 1682. Delaware was the first state to ratify the U.S. Constitution and became known as “First State” among the 50 that now comprise the United States of America. Today, Delaware ranks first among the 50 in another category, which is corporate domicile.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Limelight Announces New Integration with Sage X3

Lime Light

Limelight is pleased to announce our new integration with the Sage X3 platform. Sage X3 users can now integrate their ERP data seamlessly with Limelight and enjoy the whole array of Limelight’s unique and expansive FP&A features. Sage X3 will join other Sage Group products in Limelight’s growing list of ERP integrations.

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Poor ESG performance might drive divestment by institutional investors

Future CFO

Poor ESG performance might drive divestment by institutional investors, according to an EY global survey that reveals 74% of respondents are now more likely to divest from firms with poor ESG track records. However, concrete action is still lacking, and there is an urgent need for better quality disclosure from companies, said EY. The 2021 EY Global Institutional Investor Survey canvasses the views of 320 institutional investors across 19 countries, according to EY.

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[Success Story] How this One-Person FP&A Team Helped Secure Another $131M in Funding for Novo

Cube Software

When I saw the Cube demo.I was just going nuts. It’s everything I was hoping for. When Florian, Novo’s Head of Finance, contacted Cube, he had an ambitious goal: financial planning for explosive growth. “I want to do quarterly rolling forecasts with every department,” Florian said. “However,” he said with a big, wry smile, “It’s a lot of spreadsheets.”.

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EAP Seminar – Maximise the value of your business

Regent Assay

Your are welcome to join us. The post EAP Seminar – Maximise the value of your business appeared first on Regent Assay.

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The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

Speaker: Kim Beynon, CPA, CGMA, PMP

The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.

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Holiday Gifts for Truckers

Commercial Credit Group

It's time for our annual list of holiday gift ideas for all the truck drivers on your gift list. Below you will find our selections and ideas for your friends, family members, or even customers who are spending time behind the wheel.

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Uncovering Market Trends in Your Industry

Beacon CFO Plus

by Rob Joseph, Director, BeaconCFO Plus. When some business owners hear the term market trend analysis , they cringe. But what sounds complex is actually a simple concept: You need to keep a pulse on the trends in your industry so that you can guide your business strategy in the right direction. This allows you to stay ahead of the curve and keep pace with your competitors.

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Why Hire a Powerful Fractional CFO in 2022?

Adam Kae

By Katelyn Sieber What is a fractional CFO? A fractional CFO is a part-time CFO that specializes in startups and SMBs. They dedicate anywhere from 5 to 30 hours a week advising business owners and offering a wide variety of finance and accounting services, including bookkeeping, tax preparation, and even helping you prepare and execute short-term and long-term financial plans.

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Keep Your Best Customers: Track (and Control) Revenue Churn

Cube Software

Revenue from customers is the lifeblood of your business. But losing customers is both inevitable and preventable. Revenue churn is the money lost when customers leave or downgrade. In this article, you'll learn all about revenue churn: why it's important, how to calculate it, how to improve it. Keep reading.

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Doing More With Less: The Modern Finance Miracle

Speaker: Mark Gilham, FCCA, CPP

Finance used to be the function that counted, now it's the one that’s counted on. 📊 For accounting firms, controllers, and finance leaders, expectations are rising faster than headcount. Businesses want agile forecasts, granular analysis, seamless reporting, and smart automation—often without added resources while demanding uncompromised accuracy and compliance.