SUDDEN WEALTH

I just got off the phone with an old friend – a musician – who called in a panic. He was beside himself and for a moment I thought maybe…

Read more »

IMPROVING FINANCIAL REPORTING TO THE BOARD: IS YOUR BOARD BORED?

At a next board meeting, study the behaviors of the directors when they listen to the CFO as he or she reports on the financials for the company. Are eyes…

Read more »

I ALREADY HAVE AN ACCOUNTING TEAM. WHY DO I NEED FINANCIAL PLANNING & ANALYSIS (FP&A)?

One of the top priorities of a growing company is to build a finance team that can scale with its business. Given the critical importance of accurately recording and reporting…

Read more »

CONSULTING CFOS: THE POWER OF AFFILIATION

Serving as a trusted consultant financial professional is a deeply rewarding career. Working with a client is a special relationship built on trust, both for the value of work and…

Read more »

MAKING THE FINANCE OPERATION THE BEST IT CAN BE

One reason to love business is because it is dynamic. Strategies change or pivot, organizations transform, regulations and new rules emerge. All of these require financial teams to be both…

Read more »

CYBERSECURITY IN A CHANGING WORLD

The Wall Street Journal Pro Report of December 19, 2017 was devoted to the issue of Cybersecurity. The chilling reality is that national governments, state and local governments, businesses and…

Read more »

FINANCIAL REPORTING FOR THE GROWING MANUFACTURER

Data is the life-blood of a well-run business. Yet, the food manufacturer often lacks what he or she needs. What reports would you really like to have?  Would it help…

Read more »

WHAT IS THE RIGHT LEVEL OF FINANCIAL LEADERSHIP IN A RAPIDLY GROWING BUSINESS?

Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as…

Read more »

MAKING SENSE OF BITCOIN

Bitcoin – the name seems vague, inspires confusion and its place in regular and continuous commercial activity seems unclear at best. What are business people, and especially small business owners,…

Read more »

Post Merger Integration: Why a Conduit is an Essential Part of Success

Having spent a good part of my career on both sides of the table, assessing and executing M&A deals spanning several continents, I came to the realization that regardless of…

Read more »