Vision & Values: Defining Your Theme For Annual Planning and Goal Setting
When most business leaders think "annual planning," the mind jumps to conference rooms and white boards filled with numbers and projections. Important stuff, but incomplete for actually creating and achieving your goals. For that, you need vision to understand your...
Business and Leadership Growth: What Got You Here (Still) Won’t Get You There
Management and leadership styles need to change as a company grows. The management style that works best at the early stages of a company, might not work when the company starts to grow. There are different management styles that suit different phases of business...
Saving Money Without Spending Money: Profitability With Your CFO
When you hire salespeople, their job is to increase sales and bring in revenue. Your CFO is meanwhile thought to protect the firm’s assets, managing financial functions and reporting. No question this is important - but how does it impact the bottom line? In this...
Small and Mid-Market Private Equity: Perfecting the Post-Close
Small and Mid-Market Private Equity companies (PE) face unique challenges from their larger counterparts largely because of resourcing. Rather than robust financial departments, it could be just a handful of people fulfilling financial functions. Post-close, this...
The Best Part Time CFO in Long Island: The Small Town of 3 Million People
Looking for the best part time CFO in Long Island? Seek a professional who has an inside understanding of how the Island is shaped by its location, history, industry and people.
Goals, Strategies & Annual Planning: The Future of Business is Personal
Shifting ideas and ideals are impacting your ability to plan for next year and beyond. From pandemic realities to acknowledging the “Great Resignation”, new energy on diversity in the workplace, and employees embracing a more personal, relationship-driven work...
Looking Deeper When Buying or Selling A Business
Explore some crucial aspects to consider when buying or selling a business, including reporting and culture.
Empowered by the ERP: Working Smarter In Your Business
Learn how an ERP, or Enterprise Resource Planning platform, helps power the logistics, data, and even productivity in your business.
Business in Philadelphia and the CFO: Tradition Meets Tomorrow
Business in Philadelphia is shaped but unique cultural and social aspects, and the CFO in Philly requires unique skills to succeed.
Creating Your Advanced Warning System to Avoid Cash Flow Catastrophe
Avoid cash flow catastrophe with an Advanced Warning System – specific actions, benchmarks and processes.
