Future CFO

APRIL 25, 2024

Joanne Rodrigues , group chief financial officer at Affin Bank , shares how the management team of Affin led a successful transformation charge for the Group over the last 3 years that spanned the period of the pandemic and is now into its second phase of transformation, call A25 with aggressive targets for 2025.

Technology 69

Technology CFO Banking Communication 69

Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Leadership 82

Leadership Planning Technology Numbers 82

CFO Share

MARCH 27, 2024

Swimming the sea of financial metrics can often feel like drowning in alphabet soup. Your expertise lies in innovation, customer engagement, and driving growth in your business; not memorizing financial jargon. Yet, understanding the financial underpinnings of your decisions is crucial for sustained success.

Prioritization 52

Prioritization Investments Valuation Advertising 52

Future CFO

FEBRUARY 6, 2024

In recent years, the role of chief financial officer (CFO) has never been more challenging as it is fulfilling for those who hold this position. In fact, (as a CFO) I business partner a lot with other departments, including technical, sales, etc. The outsourcing trend is now occurring among small and medium-sized companies.

Finance 98

Finance CFO Accounting Technology 98

CFO Share

APRIL 3, 2024

For many small business owners, bookkeeping is a necessary evil. But the right outsourced bookkeeping can transform your business management, allowing you to focus on sales and operations – where you are needed most. Small errors can lead to big problems.

Communication 52

Communication Prioritization Accounting Standards Financial Reporting 52

CFO News Room

DECEMBER 10, 2022

Leading organizations in the finance, energy, and technology sectors illustrate how businesses can thrive when they strategize to overcome IT complexity. Powering Financial Inclusion. Recognizing that traditional financial lending often excludes small businesses, iOCO aimed to use its technology to drive change.

Securities 130

Securities Leverage Banking Technology 130

CFO Share

JANUARY 31, 2024

A fractional CFO is a part-time CFO for small companies. It is a cost-effective way for small businesses to utilize professional finance and accounting without the commitment of a full-time employee. Why would I hire fractional CFO services? These include: You are too busy to perform bookkeeping and accounting.

CFO 52

CFO Forecasting Budgeting Construction 52

Future CFO

MARCH 14, 2024

Talent shortage among accounting staff continues to persist in many parts of the world including Southeast Asia, with the issue being most felt by small accounting firms that struggle to compete with the big accounting firms: KPMG , PwC , Ernst & Young , and Deloitte.

Accounting 98

Accounting Finance Financial Analysis Compliance 98

CFO Share

MARCH 28, 2024

In the bustling world of small business, the mention of Key Performance Indicators (KPIs) often evokes mixed feelings. For the successful entrepreneur who built their business through passion and rich relationships, diving into the numerical abyss can seem cold or outright alienating. What are KPIs?

Benchmarking 52

Benchmarking Numbers Retail 52

Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Planning 93

Planning Advertising Investments Practice Management 93

CFO Share

NOVEMBER 3, 2023

As a business grows, so do its financial intricacies. It’s common for many small business owners and finance directors to handle accounts receivable, accounts payable, and other financial tasks themselves in the early days. However, as the business scales, this can become overwhelming.

Invoicing 52

Invoicing Accounts Payable Compliance Financial Analysis 52

CFO Share

NOVEMBER 23, 2023

In the bustling arena of small business operations, outsourcing suppliers is much more than a logistical step – it’s a crucial decision that shapes your business’s future. A small business tip is that a small clothing store expanding its product line benefits from partnering with a wholesale fabric supplier.

Cost Management 52

Cost Management B2B Securities Sales 52

CFO Thought Leader

FEBRUARY 20, 2024

Throughout his career, he was frequently called upon to solve complex problems, whether operational challenges at RCN or financial crises at Vonage. This knack for troubleshooting didn’t just resolve immediate issues, though: It also began to reveal to upper management his maturing strategic acumen and resilience.

Leadership 52

Leadership CFO Problem Solving Finance 52

Nerd's Eye View

SEPTEMBER 7, 2023

A recent McKinsey report surveying growth in the wealth management industry predicted that the struggles of small RIA firms would increase as larger firms continue to grow and overshadow the industry. As while a business grows, there are more employees, clients, and operational logistics that come with growth that the firm must manage.

Communication 76

Communication Leverage Planning Technology 76

CFO Network

MARCH 11, 2024

Cash flow management is the heartbeat of any business, especially for small and medium-sized businesses (SMBs). Effective cash flow management is crucial for sustaining day-to-day operations, investing in growth opportunities, and weathering unexpected financial challenges.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Invoicing Forecasting 52

CFO Network

DECEMBER 11, 2023

Unlocking Financial Success: How Fractional CFOs Transform Businesses In the current landscape, businesses increasingly opt for lean and agile operations, fostering a burgeoning market for expert support in non-full-time equivalent roles within startups and small to medium enterprises.

CFO 52

CFO Startups Finance Accounting 52

KG Virtual CFO

JUNE 20, 2023

Virtual bookkeeping refers to the process of managing a business's financial records and transactions remotely through cloud-based software and applications. This service is provided by professional bookkeepers who can access and maintain the business's financial information from anywhere, without the need for physical presence.

Financial Data 52

Financial Data Invoicing Cost Management CFO 52

CFO Leadership

JANUARY 5, 2024

The ideas fell under five themes including how to derive value from AI (surprise, surprise), ways to stay ahead of new regulations, and how automating financial fundamentals is essential to retaining your superstar talent, not just getting the most out of them. A foundation of effective prognostication lies in strong cash management.

CFO 97

CFO Invoicing Leadership Cash Management 97

Beacon CFO Plus

JANUARY 30, 2024

When CFO Services Become a Strategic Imperative In the ever-evolving business landscape, the decision to bring in external expertise can have a major impact on your success. Regardless of your business’s size or industry, there comes a point where engaging with an outsourced CFO becomes necessary.

CFO 52

CFO Restructuring Leadership Strategic Planning 52

CFO Network

FEBRUARY 14, 2024

How a Fractional CFO Can Transform Your Financial Strategy! A solid financial strategy is the key to success in the fast-paced business world. It’s not just about making money; it’s about managing it efficiently. One way to achieve this is by bringing a Fractional CFO (Chief Financial Officer) to your team.

CFO 52

CFO Tax Planning Strategic Planning Financial Analysis 52

https://trustedcfosolutions.com/feed/

FEBRUARY 18, 2022

It used to be the domain of a relatively small number of wealthy families. As families continue to increase their wealth, family offices continue to grow and need to be able to organize and centralize the family’s business and personal financial affairs. The post Family Office Financial Management appeared first on.

GAAP 116

GAAP IFRS Compliance Forecasting 116

Future CFO

FEBRUARY 4, 2024

IDC forecasts that the APAC GenAI market will grow by 85% CAGR from 2022 to 2027, with the financial services industry as one of the leading adopters. This allows teams to improve efficiency and focus on being a strategic partner to the business.

Finance 98

Finance CFO Leadership Risk Management 98

Beacon CFO Plus

NOVEMBER 15, 2023

Providing Strategic Expertise and Guidance “Success in management requires learning as fast as the world is changing.” ” – Warren Bennis There is no shortage of challenges for new business owners, from startups to family-owned businesses or independently owned enterprises.

CFO 52

CFO Budgeting Strategic Planning Financial Analysis 52

Adam Kae

SEPTEMBER 30, 2023

Understanding the Fractional CFO A Fractional CFO, often referred to as a part-time CFO, plays a pivotal role in supporting the financial health of startups and small businesses. These financial experts commit a flexible number of hours each week to provide specialized financial services.

CFO 52

CFO Forecasting Budgeting Startups 52

CFO Share

DECEMBER 13, 2023

In the day-to-day hustle of running a business, bookkeeping often lands in the “necessary but not thrilling” category for most CEOs and business owners. While not the most glamorous aspect of business financial management, accurate bookkeeping is crucial for maintaining financial health and compliance.

Compliance 52

Compliance Accounting Technology Marketing 52

The Finance Weekly

AUGUST 30, 2022

Why are FP&A software tools essential for small businesses? FP&A software tools are increasingly important for businesses of all sizes. Management expects FP&A experts to take a far more active role in decision making, which involves coordination with the entire organization. But all of that has changed. ,

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Budgeting Analyzing Data Startups 95

The Finance Weekly

NOVEMBER 8, 2022

What is a financial tech stack? A tech stack, or a solutions stack, is the combination of technologies and software tools that an organization uses in order to conduct day to day business operations. Finance is responsible for a large number of critical operations in a business. How each winner was chosen?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Invoicing 98

Future CFO

JANUARY 21, 2024

Key findings Cost pressure and the economy: SMEs face significant increases in utility prices and supplies, with 58% of businesses highlighting higher costs as their top concern. This significant challenge underscores the need for effective cost management and innovative financial strategies.

Economics 52

Economics Compliance Strategic Planning Cost Management 52

CFO Share

NOVEMBER 11, 2023

Amortization of intangible assets is a routine accounting procedure, not a strategic focus for small businesses. Suppose you purchase a business for $10M, but the business only has $6M in assets on the books. You are paying $4M for intangible assets like the book of business, supplier relationships, and brand value.

GAAP 52

GAAP Accounting Standards Strategic Planning Compliance 52

PYMNTS

NOVEMBER 5, 2020

Small business Banking-as-a-Service rises to the top in this week's roundup of the latest bank-FinTech collaborations and open banking initiatives. Meanwhile, Prime Trust launches a new portal for banks to manage crypto, and Radius Bank releases its own API-powered developer sandbox. BizCapital. StreetShares.

Banking 103

Banking Treasury Securities Startups 103

CFO Simplified

FEBRUARY 11, 2022

Larry Chester, CEO of CFO Simplified, was featured on NADC BoardTalk to discuss business planning for small to medium-sized businesses in 2022. The good news is that many businesses are now finding they’ve survived or even made a profit last year thanks to these loans and grants. Take a look at his feature below: [link].

Planning 98

Planning CFO Economics Restructuring 98

CFO Share

JUNE 29, 2023

Small business owners who have never worked with a good fractional CFO may wonder whether they are worth the expense. Having the right team at the right time is critical to running a successful business – but is this the right time for you? Collaborating with a financial team of experts.

CFO 52

CFO Budgeting Accounting Forecasting 52

PYMNTS

OCTOBER 7, 2020

7) that it is supporting SWIFT ’s latest service to speed effortless global cross-border payments for small- and medium-sized business (SMBs) and consumer markets. “We is an IT solution provider to the financial services industry. is an IT solution provider to the financial services industry.

Currencies 145

Currencies Banking Accounting Securities 145

Adam Kae

JANUARY 5, 2024

Smart Borrowing for Businesses Welcome, fellow business owners, to the world of smart borrowing – a realm where financial acumen meets strategic growth. As a seasoned , Fractional CFO specializing in small business finance and Digital Marketing Agencies, I've witnessed firsthand the transformative power of borrowing done right.

CFO 52

CFO Marketing Forecasting Securities 52

Nerd's Eye View

MAY 16, 2023

Welcome back to the 333rd episode of the Financial Advisor Success Podcast ! Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.

Valuation 79

Valuation Planning Education Communication 79

CFO Share

SEPTEMBER 23, 2023

The types of bookkeeping errors that can be detrimental to your small business are numerous and tragically common. Relying on admin email for financial communications. Impact: Complex GL’s lead to confusion and inefficiency, obscuring vital financial insights. What are the top 3 bookkeeping mistakes?

General Ledger (GL) 52

General Ledger (GL) General Ledger Accounts Payable Communication 52

Spreadym

AUGUST 10, 2023

When choosing the best financial reporting software solution, it's important to consider factors such as ease of use, scalability, integration with existing systems, compliance with accounting standards, cost, customer support, and any unique requirements your organization might have. What is financial reporting software?

Financial Reporting 52

Financial Reporting Financial Planning and Analysis (FP&A) CFO Accounting Standards 52