The Charity CFO

APRIL 1, 2025

At The Charity CFO , weve worked with hundreds of nonprofits (if not thousands)and reviewed thousands of financial systemsover the past decade. Thats why we created The Charity CFO Financial Blueprint a free , downloadable 30-point guide that distills the best practices weve seen across our top-performing clients.

Nonprofit 98

Nonprofit CFO Leadership Cash Flow Forecasting 98

Future CFO

FEBRUARY 14, 2025

Platforms like Hitachi iQ enable advanced financial modelling and anomaly detection, while automation has reduced the burden of reconciliation and regulatory reporting, allowing teams to focus on strategic decision-making."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

PYMNTS

OCTOBER 19, 2016

Cash flow forecasting technology was once only for the massive enterprise, with resources aplenty to invest in such tools and the internal expertise to understand the complexity of it all. But cash forecasting is democratizing to smaller companies thanks to incoming technology, said TreasuryXpress CEO Anis Rahal.

Forecasting 77

Forecasting Cash Flow Forecasting Reconciliations Invoicing 77

Centage

SEPTEMBER 6, 2022

As a business owner or chief financial officer (CFO), spreadsheets may be an important part of your financial forecasting, planning, and budgeting processes. With Centage Corporation’s Planning Maestro, you can optimize cash flow forecasting with year-round financial intelligence.

Securities 98

Securities Cash Flow Forecasting Budgeting Forecasting 98

CFO Share

JUNE 25, 2024

Many business owners encounter reporting errors, even when they work with a bookkeeper or fractional CFO. As a fractional CFO, I get the privilege of inheriting the mistakes of other accountants when onboarding new small business clients. Some bookkeepers code transactions but neglect to perform reconciliations.

Financial Reporting 52

Financial Reporting Reconciliations Cash Flow Forecasting CFO 52

CFO Share

OCTOBER 13, 2023

Implementing the following best practices checklist can ensure that a business achieves financial health: Setting clear financial goals Prudent budgeting Reinvesting profits strategically Monthly accounting reviews and reconciliations Regularly updating and refining cash flow forecasts Adopting forecasting tools for more accurate future projections (..)

Cash Flow Forecasting 52

Cash Flow Forecasting Profit and Loss Forecasting Startups 52

CFO Simplified

APRIL 8, 2022

Bring Value through CFO Insights. Take the three primary cash responsibilities—accounts payable, accounts receivable, and payroll—and cross train others so that they can take over if needed. Provide close oversight of cash operations: New vendors should be approved by management. He didn’t understand where the cash was going.

Accounts Payable 52

Accounts Payable Cash Flow Forecasting Reconciliations Forecasting 52