Michigan CFO

NOVEMBER 26, 2021

Did you know the average base salary for a Chief Financial Officer (CFO) is $397,448 ? For small business owners, this figure can be alarming, and for good reason. From helping to raise capital to spearheading your organization’s finances, the benefits of fractional CFO services may just surprise you.

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PYMNTS

JANUARY 15, 2021

Investors continue to fuel the growth of the B2B technology startup community with another busy week in funding. In total, investors placed nearly $600 million for firms in the B2B payments, T&E, financial management and other B2B spaces. But it was an embedded finance FinTech that took home more than half of the funding announced.

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Michigan CFO

NOVEMBER 15, 2021

During your time as a small business owner, you may have heard the term “virtual CFO” come up in your research or in funding rounds. Before we begin listing virtual CFO benefits, it’s worthwhile reviewing what a virtual CFO actually does for your business. Check out these blogs: CFO for Manufacturing Companies.

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CFO Budgeting Forecasting Manufacturing 52

The Finance Weekly

APRIL 12, 2022

For many accounting and finance professionals, being a chief financial officer (CFO) is a career highlight. Taking that next step towards the finance executive table, whether you have 10, 20, or even 30 years of expertise in finance, is no easy task. However, getting there is only the start of the journey.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Budgeting Forecasting 98

CFO Simplified

DECEMBER 26, 2021

Your Ultimate Finance Department Checklist (By Business Size). It’s easy to grow without noticing that your finance and accounting department is stretched far too thin. Here’s a guide to set your accounting and finance department up for success as your business grows. What is a Small Business?

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Finance General Ledger CFO Auditing 52

CFO News Room

DECEMBER 13, 2022

M1 Finance is one of the best platforms for investing in fractional shares, mostly because it lets you invest using its intuitive app, and investing transactions are commission-free. With M1 Finance, you invest in “pies” that are made up of different stocks and ETFs, including fractional shares. 16 Ways to Invest $15,000 in 2023.

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PYMNTS

JULY 30, 2019

In the wake of some high-profile cyberattacks on small businesses and local governments, new research suggests that the pain points of such incidents last long after systems are back up and running. Small government entities, too, are facing these risks. With organizations facing the loss or theft of over 11.7

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CFO News Room

DECEMBER 12, 2022

Financial advisors have had to navigate many challenges in 2022, from an inflationary environment, the likes of which we have not experienced in decades, to weak stock and bond market performance. Executive Summary.

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Education Planning Investments Profit and Loss 130

Musings on Markets

DECEMBER 21, 2022

Each year, ahead of teaching my classes at NYU's Stern School of Business in the spring, I invite readers to accompany me on my journey, and this year is no different. If, as you read this post, it feels like you have read it or a close variant before, it is because you have. For that to happen, I have to have fun teaching and I will!

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Corporate Finance Valuation Finance Financial Analysis 89

Michigan CFO

JUNE 14, 2022

It’s common to see people use the terms comptroller vs. controller interchangeably when referring to someone who runs a business’s financial operations. They all play vital roles in the financial industry, overseeing revenue estimation, accounting, tax collection, treasury, etc. Financial reports and records.

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General Ledger CFO Budgeting Accounts Payable 40

PYMNTS

SEPTEMBER 27, 2019

s Nationwide Building Society did not disclose how much it invested in BankiFi , but it did say that it’s support to the open banking FinTech comes as Nationwide plans to launch a business current account. The firm operates a platform to automate tax and financial management processes for gig workers, sole traders and contractors.

B2B 59

B2B Accounts Payable Startups Advertising 59

Michigan CFO

SEPTEMBER 29, 2021

What once was known as a role for managing a company’s finance and accounting has changed into a role that concerns far greater responsibilities with new expectations. Long gone are the days where CFOs focus primarily on streamlining a company’s financials rather than being more engaged in strategy. Business Strategy Leadership.

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Manufacturing CFO Compliance Forecasting 52

PYMNTS

FEBRUARY 22, 2018

The Wall Street Journal recently reported , for example, that China’s technology industry is looking closely at Southeast Asia, which is now the world’s third-largest region for technology M&A activity by Chinese companies.

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SAP Foreign Exchange B2B Technology 41

CFO News Room

NOVEMBER 14, 2022

In the not-so-distant past, the typical career path toward becoming a financial advisor was to build up a book of business on one’s own, often by either tapping into one’s own personal networks or cold-calling prospective clients in bulk to generate enough business to gain a foothold. Executive Summary. Author: Penny Phillips.

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Practice Management Planning Leadership Communication 130

PYMNTS

JULY 21, 2019

Reuters reported that the draft bill aims to support domestic software producers, allowing authorities to create a list of mandatory, local software. Today’s big tech companies have too much power — too much power over our economy, our society, and our democracy,” Warren wrote in a blog post.

Finance 49

Finance Securities Accounting Planning 49

Creative CFP

NOVEMBER 2, 2020

The cash flow statement is the final piece of the puzzle when it comes to the monthly management reports that we prepare here at Creative CFO. This is without a doubt one of the most important and often overlooked financial reports within the monthly report pack. Cash is the heartbeat of a business.

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Profit and Loss Cash Flow Forecasting Invoicing Forecasting 52

Boston Startup CFO

OCTOBER 13, 2015

It’s a growing pain that many small businesses have. Company founders and CEOs are rarely equipped to handle financing strategies, budgets and dealing with investors. But bringing on a chief financial officer is not cheap. I raised a small amount of funding from friends and family as well as my own money.

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CFO Tax Planning GAAP Budgeting 52

PYMNTS

APRIL 12, 2017

As this legislative effort played out over the last four years, the alternative finance space in the U.S. has exploded, and small businesses are overwhelmed with choices to access funding. Most businesses don’t know this is an option that available to them,” he said. This is true cutting-edge alternative finance.

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Finance Advertising Securities Investments 41

Jedox Finance

AUGUST 13, 2019

Finance professionals generally tend to be risk averse. How does Finance keep up? Remember to think about your finance team, your finance leader peers both cross functionally and externally. ” So lastly, hold yourself and your finance team accountable for “doing what you said” to embed the new mindset.

Financial Planning and Analysis (FP&A) 52

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Barry Ritholtz

JANUARY 9, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ 00:00:00 This is Masters in business with Barry Ritholtz on Bloomberg Radio. And so he has this unique way of taking these very complicated, sophisticated ideas and making them both accessible and amusing to both finance professionals and, and laypeople.

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Mergers and Acquisitions (M&A) Finance Math Banking 52

Michigan CFO

JULY 8, 2022

But when it comes to running your business, there are certain tasks and responsibilities you will want to give to a qualified advisor. None of these roles could be more important than the chief financial officer (CFO). CFO services are vital to any business’s growth. Other Financial Positions to Consider.

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CFO Forecasting Accounting Planning 40

Planful

OCTOBER 20, 2016

There is encouraging news that correlates with surveys of Finance executives on the adoption of and interest in cloud-based applications. Adoption appears to be accelerating as Finance departments are becoming more confident in the security of cloud applications and more aware of the benefits. Gartner Sees the Tipping Point.

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Finance Budgeting Reconciliations Securities 40

Planful

JULY 27, 2016

Are you wondering how best to make the business case to your company for investing in a cloud-based planning or reporting solution? Reducing Reliance on Spreadsheets for Budgeting, Planning, and Reporting. Limited reporting and analysis capabilities. Limited reporting and analysis capabilities, and too much manual effort.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Planning Value-Added Analysis Budgeting 40

Planful

AUGUST 20, 2018

six-month) financial reporting for public companies. As a Chief Financial Officer with both public and private company experience, and as CFO of a company that (among other things) helps customers prepare financial reports, I thought I’d offer my perspective on this proposal.

Financial Reporting 40

Financial Reporting CFO Technology Investments 40

VCFO

NOVEMBER 1, 2023

As Year-End Approaches, Finish Strong and Focus Forward As another year ends, most CEOs and business leaders are preparing to take stock of what needs to be done to strengthen their business and advance their business goals in the coming year. See our previous blog about R&D Tax Credit Qualification for Businesses.)

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Finance Strategic Planning Auditing CFO 91

CFO News Room

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, a series of measures that will have significant impacts on the world of retirement planning. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!) Team Kitces.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 10, 2022

Also in industry news this week: A recent survey indicates that retirement plan sponsors currently using financial advisors to support their plan are overwhelmingly satisfied with the service they receive, which also leads to improved retirement savings for their employees. Adam is an Associate Financial Planning Nerd at Kitces.com.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

CFO News Room

DECEMBER 6, 2022

Welcome back to the 310th episode of the Financial Advisor Success Podcast ! Natalie is the owner of Natalie Taylor Consulting Services, an independent virtual RIA, and is also the Head of Financial Advice for Monarch Money, a personal financial management tool that helps consumers track their spending and net worth over time.

Planning 130

Planning Budgeting Investments Communication 130

CFO News Room

NOVEMBER 15, 2022

Welcome back to the 307th episode of the Financial Advisor Success Podcast ! Stacey is the President of Envision Financial Planning, an independent RIA based in Memphis, Tennessee, that oversees nearly $200 million in assets under management for 206 client households. Executive Summary. My guest on today’s podcast is Stacey Hyde.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 30, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the passage of “SECURE Act 2.0” Why the ability to achieve big goals starts with seemingly small habits. Why the ability to achieve big goals starts with seemingly small habits. Team Kitces.

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Planning Auditing Investments Securities 130

CFO News Room

NOVEMBER 29, 2022

Welcome back to the 309th episode of the Financial Advisor Success Podcast ! Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. Executive Summary. My guest on today’s podcast is Anh Tran. Team Kitces.

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PYMNTS

JANUARY 22, 2021

Morgan's Single-Use Accounts (SUA) virtual card payments offering, provides fraud protection and card rebates to OSV's finance and accounting clients, per the announcement. Indy has been at work developing accounting software for small businesses and gig workers. 21) blog post. 21) announcement. Georges Lands $42.4

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Invoicing B2B Reconciliations Valuation 66

PYMNTS

MARCH 29, 2019

Below, see how more than $690 million landed across the market, with corporate travel, small business (SMB) cybersecurity and trade finance also securing new funds. Below, see how more than $690 million landed across the market, with corporate travel, small business (SMB) cybersecurity and trade finance also securing new funds.

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B2B Startups Accounts Payable Treasury 53

The Charity CFO

APRIL 15, 2022

During the “Great Recession,” nonprofits have lost their accountants and financial directors at record rates. At the same time, hundreds of nonprofits are waking up to realize that the financial structure they’ve always relied on doesn’t work as well any more. Why turnover in the financial department is SO damaging for nonprofits.

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Nonprofit Accounting CFO Problem Solving 52

PYMNTS

MAY 31, 2019

based SeedLegals is in the startup funding business, but it’s not exactly an alternative lending FinTech. The company closed a $4 million Series A investment round led by Index Ventures, reports in TechCrunch said, while Kima Ventures, The Family and Seedcamp also participated. SeedLegals.

B2B 57

B2B Accounts Payable Invoicing Valuation 57

PYMNTS

FEBRUARY 16, 2019

After heavy speculation that not all was proceeding smoothly in the deal to put one-half of Amazon’s second headquarters in Long Island City, New York, Amazon announced via a blog post that the deal is indeed off. Every seven-day period is good for at least one unexpected twist.

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Retail Prioritization Planning Banking 57