Finance

August 29, 2019 In Accounting, Business Growth, Finance, Technology

Introducing The CFO Alliance Client Portal

Introducing CFO alliance Client portal Image CFO Allianceby Chris Morgan, Senior Manager, Client Services & Innovation

Have you experienced the benefit of using the right tool for the job?

In construction sites it can be critical to both physical safety as well as completion of work.  While the accounting and finance department is not a hard hat zone, the criticality of using the proper tools is still very real.

From the value of collaboration and timely information, to security risk mitigation, tools are an integral part of a company’s prosperity.

As part of our mission to help people prosper, we’re excited to share our newest tool with the world: our Client Portal!

As with most innovation, this solution was born from a problem, or in our case, a series of problems.  Though not all of them were critical in nature, and each had different value impact, when we took a step back we realized there was a synergy that was created by addressing these issues with one centralized solution.

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August 29, 2019 In Accounting, Business, Business Growth, Finance, Mergers & Acquisitions

Looking for a Smooth Due Diligence Process? Here are Five Keys to Success.

Baseball Coach

It’s game day. As an owner or CFO, you are moving ahead toward the sale of your company. It’s hard to imagine a bigger event in the life of either.

 

This may be your first company sale, or the most important deal of your life so far. You know that as an owner or CFO, you are the Captain of the team, responsible for due diligence activities.  But what should you expect and how can you be prepared to ensure that the diligence process maximizes the purchase price your company will receive from a buyer?

 

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July 26, 2019 In Accounting, Business Growth, Finance, Technology

The Cap Table Tool Every Entrepreneur Should Know

The Cap Table Tool Every Entrepreneur Should Knowby Chris Morgan, Senior Manager, Client Services & Innovation

Starting a business is typically initiated from a place of passion, excitement and a creative idea that will add value to future customers. As it should be – it’s an exciting time and a great undertaking.

Often, however, that creative and high-level mindset can get bogged down in the details of accounting and legal work, sometimes from the very onset of filing your articles of incorporation.

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April 30, 2019 In Finance, Refreshingly Human

Let’s Celebrate Financial Literacy Month

April is Financial Literacy Month – a high holiday at CFO Alliance – as it reminds us all how important it is to establish and maintain healthy financial habits, effectively handle money and deal with debt.

But if you’re reading this, there’s a pretty good chance you already understand the importance of financial literacy and are fluent in this universal language of business.

We think about financial literacy – a lot. And we wonder why talking about money and finances is still taboo.

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January 24, 2019 In Business, Business Growth, Finance, Process Transformation

Cash Flow Forecasting: 5 Reasons Why It’s More Important Than Your P&L

5 Reasons to Improve Your Business Cash Flow ForecastOne of the best lessons I ever learned working for a private equity-backed company was the value of a 13-week cash-flow forecast. Let me tell you: There is a reason the smartest financial engineers in business always have them.

 

Why? Because the 13-week cash-flow forecast is a pragmatic tool that will both show you cash peaks and valleys and tell you where to take action to change the outcome.READ MORE