Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

CFO Share

JULY 13, 2023

At our fractional CFO firm , we believe there are three primary financial issues that small businesses face: Planning growth through uncertainty. Growth planning through uncertainty Business owners struggle to forecast new business growth due to uncertainty. Determine KPIs and financial reporting to measure progress.

CFO 40

CFO Forecasting Tax Planning Advertising 40

Spreadym

NOVEMBER 3, 2023

Risk Management: Assess your insurance needs, including health, life, disability, and property insurance, to protect against unexpected events that could impact your financial well-being. Tax Planning: Optimize your tax strategy to minimize your tax liabilities and maximize your after-tax income.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Boston Startup CFO

OCTOBER 13, 2015

We had been using my Excel forecasts for years, which were outdated and did not capture and reflect all aspects of the business. Accounting Manager - Oversees a bookkeeper or staff accountant, might help with tax planning and payroll, and can provide basic financial reporting.

CFO 52

CFO Tax Planning GAAP Budgeting 52