Invoicing, Math and Strategic Planning - Corporate Finance Brief

Two CFO-Level Accounting Tools to Add Value to Your Accounting Services

The CFO College

JUNE 3, 2021

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like).

Accounting

Accounting CFO Auditing General Ledger

Outsourcing Lead Generation To Accelerate Growth

CFO News Room

FEBRUARY 2, 2022

Michael: Well, relative to Zoe just makes things appear on your calendar and rough math, 20 to 30 leads a month can be 6 to 9 new clients a month, and so just you’re answering your phone and Zoe is making 6 to 9 new clients a month appear. Now, for a big firm, like you said, that math can work out really quickly. Dan: We got one.

Planning

Planning Math Numbers Investments

Corporate Finance Brief

Two CFO-Level Accounting Tools to Add Value to Your Accounting Services

Outsourcing Lead Generation To Accelerate Growth

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