A MATCH MADE IN HEAVEN – FP&A AND RPA

The mission of the Financial Planning and Analysis function (FP&A) is providing insight into a company’s future financial performance. One of the keys to success for FP&A is building strong,…

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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…

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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…

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IS THE ANNUAL BUDGET A COLOSSAL WASTE OF TIME?

In today’s world, it’s rare to find a topic that generates agreement across a broad cross-section of people, but it’s a reasonably safe bet that most finance and non-finance people…

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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…

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TELLING A COMPELLING FINANCIAL STORY

Financial presentations are common to every business. Whether the audience is the board, investors, lenders or bankers, the ability to tell a credible and compelling financial story is critically important….

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USING OLYMPIC TRAINING METHODS TO IMPROVE YOUR PLANNING & BUDGETING

Recently the Olympics dominated the airwaves for a couple of weeks. Everywhere you looked, the athletes used visualization to train, plan and improve their performance. Skiers, skaters and sliders swayed…

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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…

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“HELLO. WE WANT TO BUY YOUR COMPANY.” NOW WHAT DO YOU DO?

If you are the owner or CFO for a small to medium- sized business, it is likely closely- held or family- owned, and this may happen to you. If not,…

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STANDING AT THE CROSSROADS: HAS YOUR BUDGETING/PLANNING PROCESS OUTGROWN EXCEL?

It’s a safe bet that most businesses start out using Microsoft Excel to prepare budgets and forecasts.  Most likely they continue to do so as their business grows.   And why…

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