CFO Insights

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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COVID-19 is Accelerating the Move to Digital Transformation

The COVID-19 pandemic is causing businesses to reconfigure offices and factories to allow for social distancing among employees, rethinking guidelines about working from home, refinancing debt, conserving cash, and controlling costs.  Another “lesson being learned” is the strong push by businesses to accelerate digital transformation. What is Digital Transformation? Digital […]

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Cash(flow) Is King

cash flow is king

Cash flow analysis, forecasting, and management are essential to operating a successful company. Internal cash flow, or cash flow from operations, is one of the most important financial factors in a business. It is critical for business owners to understand cash flow, and how it differs from net income so […]

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Business Blind Spots – Find Them and Fix Them

Business Blind Spots

What questions should you be asking yourself to help identify blind spots that could be impacting the growth of your business? This list of questions hit my radar while reading an article in Inc. magazine a couple of years back and now seems a perfect time in our business climate […]

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