Is Fractional Leadership Right For Your Company?
Fractional CFO
As the term fractional executive continues to gain popularity, many business owners are left wondering what it means and if it's the right move for their company.
With the economic-induced uncertainties and the need for agile leadership,…
Create, Monitor, and Stick to a Company Budget: Achieving Financial Stability
Business budget, Business check up, Cash management, CFO services
As a business owner, it's important to plan for financial success in the year ahead. One key step in this process is the disciplined approach to working on an annual business budget. It may seem like an obvious year end ritual; however,…
Help Your Business Find Its Voice: Value Propositions Explained
Branding, CFO services
2024 is just a few months away and, as we head into a new year, it’s a good time to think about what it is that makes your business your business. What part of your brand stands out in its industry?
The best way to answer this question…
Benefits of a Fractional CFO You May Not Know
Business check up, Cash management, CFO services, Financial management, Fractional CFO
As a business owner, it's important to have a clear vision for the future of your company. When you think about where you want your business to be in three, five or ten years, you need to consider factors such as market trends, economic…
It’s Time for Your Mid-Year Business Financial Check Up
Business budget, Business check up, Cash management, CFO services, Financial management, Financial statements, Fractional CFOAs we are deep in the month of June, it's important for business owners to take stock of their operations and prepare for the next six months of 2023.
Balancing Summer Vacations and Running Your Business
Financial management
Are you busy finalizing plans for your fun summer vacation(s)?
If you are like half of American workers, you may be foregoing that much needed vacation. Consider these surprising statistics about today’s workforce.
According to a recent…
Why Your Business Needs a Fractional CFO
Financial management
Leading a company in today’s economy comes with significant opportunities and challenges alike. According to Forbes magazine, fighting against inflation, customer retention, changing business models, and talent wars are some of the top challenges…
Cash Flow Management Advice for Your Business
Budgeting, Business budget, Cash management, CFO services, Financial managementCash Flow Management Advice for Your Business
Quick Guide to Adjusting Your Business Budget to Inflation
Budgeting, Business budget, CFO services, Financial managementHow-To-Guide: Business Budgeting During Inflation
Reclaim Your Time: Understanding Parkinson’s Law
Business budget, Business check up, Cash management, CFO services, Financial statements, Fractional CFO, Parkinson's Law, Soar Analysis, SWOT analysis
As a business owner, do you frequently become frustrated from feeling there just aren’t enough hours in the day to manage and run your business? Have you noticed a tendency for projects to use up all the time that is allotted for the…
To SWOT or to SOAR?
Business budget, Business check up, Cash management, CFO services, Financial statements, Fractional CFO, Soar Analysis, SWOT analysis
Weighing Which Analysis Works Best for Your BusinessEvaluating your business is just as important as running one. Whether it be increasing or decreasing sales, employee turnover, customer engagement online, etc., the signs of a healthy…
Why a mid-year business assessment could be what you need to achieve your 2022 targets.
Business check up, Cash management, CFO services
Business Owner's Mid Year Assessment
It’s June 2022, the mid-point of the year and a perfect time to conduct a mid-year business review to take stock of how your company is really doing.
Are You Hitting These Crucial…
How to Successfully Plan, Budget and Thrive in 2022
Business budget, Cash management, CFO services, Financial management, Financial statements, Fractional CFO
A new year is officially upon us and with that comes the perfect time for any business owner to assess and evaluate their company—and goals. New chapters can sometimes introduce new opportunities as well as new threats. That’s why business…
Free Business Health Checklist
Budgeting, Business budget, Business check up, Cash management, CFO services
The strength and financial health of your business depends on whether you have a tight grip on your finances. Make sure you carefully manage:
expenses and bills – pay quickly to ensure goodwillinvoices – chase all late payersCash flow–…
Ready for your Mid-year Review?
CFO services, Fractional CFO
Well, it’s that time of year for business owners to consider doing a Mid-Year review and what a year it’s been! I don’t know how or if your business has been affected by COVID-19, but many businesses have been significantly impacted.
What…
The Measuring Stick of Revenue & Loyalty: Net Promoter Score
Customer Loyalty, Net Promoter Score
In the early 2000s, Frederick Reichheld, a Bain & Company Fellow, was on a quest to determine if there were indicators beyond “customer satisfaction” surveys to indicate customer loyalty, engagement, and probable future sales. These…
How Does a CFO Create Financial Success for Companies?
CFO services, Fractional CFO
When you think about your business in five years from now, what
do you see? What
do you see in ten years or even next year?
Is your revenue growth and profitability on track to take your
company to your next milestone? …
7 Tips to Build and Maintain Your Business Budget: Part 2
Budgeting, Business budget
If you have reviewed the first few important steps when it comes to creating and maintaining a business budget in our first article, then you are ready for some more steps in the process in Part 2 of 7 Tips to Build and Maintain Your Business…
7 Tips to Build and Maintain Your Business Budget: Part 1
Cash management, Financial management, Financial statements
This is the time of year when many companies dedicate
time and energy devoted to their Annual
Budget.
So,
exactly what is a Budget? A budget is an
estimate of income and expenditure for a set period of time. In other words,…
Why Mentorship Matters?
Mentor
I recently had the great opportunity to share my experiences as a mentor with Innovate Charlotte."As part of the program, I’m getting to see all these people with all these different ideas and getting to understand what’s really happening…
Ready for your Mid-year Review?
Planning
Well, it’s that time of year for business owners to consider doing a Mid-Year review.
What is a Mid-year review? It’s stopping to catch your breath long enough and taking an objective look at your business – how the first half of the…
Where’s my Cash?
Cash management
“The income statement that my accountant gave me says that I am making a nice profit, but I never seem to be able to have enough cash.” Does this sound familiar?
If this concerns you in your business, you are not alone. Here…
Does Your Business Need A CFO?
Financial management
Entrepreneurs and small
business owners can have excellent skills at managing their companies,
including financial matters, but as the company grows and becomes more complex,
most will reach a point when they realize it is time to step back…
What financial statements should you monitor?
Financial statements, Planning
As business owners, you are tasked with
acquiring new customers, managing your team, launching new products and
countless other tasks. Let’s face it – most of us simply don’t have time to
focus on our financial statements daily –…
What does a CFO do?
Financial management
Financial professionals
working in companies may have different job titles depending on the firm and
the industry. Regardless of what the
position is called, proper management of the financial area is critical for any
organization.
Anyone…