CFO Insights

Managing Costs of Supply Chain Disruptions

Supply Chain

Supply chain issues have been dominating the news for several months. Offshore products and supplies have been backlogged and so have their entry into many of the major US ports.  In addition to these backlogs, there are delays in shipping goods from US ports to customers. The backlog and delays […]

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Raising Capital to Fund Growth

Time is money

You have started your business and things are ramping up with opportunities to grow your company and take it to the next level. This will often come with a need to raise capital to fund expected growth. Typically, an early-stage company has used either self-generated funds (bootstrapping) or has secured […]

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Working Capital Management: A Shared Responsibility

Finances and budgeting, businessman stacking coins

Everyone talks about cash and how much cash matters.  “Cash is King” … “Cash is Everything” … We’ve all heard this before.  Over the last 18 months, because of the pandemic, cash collection has been at an even greater premium as businesses have struggled to pay and collect.  Numerous articles […]

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Business Exit Strategies 101

exit planning

A quick guide for the potential sale or succession of your business. Every day business owners are making the decision to exit their businesses.  This is usually the event that has the greatest financial impact in their lifetime (although most of us swear it is having children).   Unfortunately, many owners […]

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Understanding Earnings Quality

Business professionals at work

Net Income is one of the most important pieces of financial information reported by companies, often referred to simply as “earnings.”  Earnings are a primary metric used to value a company which is why stock prices are very sensitive to earnings surprises.  However, earnings, like most other line items on […]

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CFOs: What We Bring to the Table

Mature businessman reading through documents at an office desk

A CFO is responsible for far more than Finance and Accounting.  We’re responsible for the overall financial health and well-being of every department in an organization including, but not limited to, treasury duties, forecasting, budget preparation/review, contract negotiation, and so much more. For example, when the production floor needs a […]

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Your Business Plan during the 2020s in a Changed Post-Covid-19 World

two professionals wearing masks

As vaccine distribution increases and most Americans can be vaccinated by May of 2021, most states are on the pathway to a ‘new normal’ for society and businesses. Your most important responsibilities as a leader of your company are to evaluate your organization and how it must change going forward, determine how to adjust your strategic plan, and clarify what recovery is for your business.

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Staying Relevant: The Relationship between the CEO and CFO

two executives talking

Organizations can have very complex structures where the Company’s policies and politics affect employees with their individual personalities in various roles, which can make the environment complicated and dynamic. All relationships in an organization are important, but perhaps the most important and dynamic is the relationship between the Chief Executive […]

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Time to Review Your Advisors

Businessman target for success

All business owners and leaders should have a trusted group of service providers/advisors.  This is especially important for the small to mid-size business owners who generally don’t have such professionals on staff.  A support team that includes bankers, tax professionals/CPAs, business attorneys, insurance agents, IT support, etc. are vital to […]

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4 Big Lessons Learned in 2020!

2020 was a year of challenges and change for CFOs and their companies. Through it all, you persevered – and learned a lot of important lessons along the way.  From remote work and digital transformation to personnel changes and reallocated budgets, your business worked hard to adapt to new processes […]

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