E78 Partners

MARCH 3, 2025

Implement budgeting and forecasting processes that withstand market scrutiny. Non-GAAP Measures and Key Performance Indicators (KPIs) Non-GAAP financial measures and KPIs play a crucial role in shaping investor perceptions and demonstrating a companys value proposition. Comply with SEC guidelines for disclosure and presentation.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

VCFO

NOVEMBER 1, 2023

Alternatively, if expenses are running over budget, are there line items that can be cut or deferred to pull overall expenses back in line with budget? Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail.

Finance 88

Finance Strategic Planning Auditing CFO 88

Boston Startup CFO

OCTOBER 13, 2015

Company founders and CEOs are rarely equipped to handle financing strategies, budgets and dealing with investors. Accounting Manager - Oversees a bookkeeper or staff accountant, might help with tax planning and payroll, and can provide basic financial reporting. It’s a growing pain that many small businesses have.

CFO 52

CFO Tax Planning GAAP Budgeting 52

The CFO College

APRIL 8, 2021

You’ll really want to delve into the pain points of business owners (saving money, reducing tax burden, and increasing bottom line), tax opportunities and planning, and GAAP accounting and solutions. You’ll also want to grow your niche knowledge, if you practice within one.

CFO 52

CFO Benchmarking Accounting Tax Planning 52