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1047: Balancing Risk and Opportunity in a Changing Finance Landscape | John Gronen, CFO, Yooz

CFO Thought Leader

Looking back, Gronen tells us his involvment with M&A began during his time at Alltel, where he contributed to a number of M&A transactions. Now serving as CFO of Yooz, Gronen draws on this experience to focus on scaling the company through automation, AI-driven processes, and product expansion.

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Your Inventory Value Report

CFO Simplified

It’s just a bunch of numbers, right? This information is critical for a number of reasons that we’ll explore in this article. This information is critical for a number of reasons that we’ll explore in this article. The President of CFO Simplified, Larry Chester , shares the importance of inventory value reports with us. .

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How to Calculate Your Profitability: A Case Study

CFO Simplified

This CFO Simplified client watched profitability slowly disappear—until they incurred a $125,000 loss. Manufacturing variances were caused by a variety of factors, but the summary general ledger (GL) postings didn’t provide an answer. . With everyone keeping their eye on the ball, the number of production problems dropped.

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Nonprofit Audit Checklist (+ Free PDF Download)

The Charity CFO

The audit firm will come in to review your final end-of-year numbers and all the documentation they need to complete your audit. Examine the general ledger for expenses that should have been capitalized, income that should have been recorded as liabilities, or other unusual transactions. 2 to 3 Months After Year-End.

Nonprofit 105
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Sage Intacct Accounting Dimensions: What is It and How Can It Improve My Business?

https://trustedcfosolutions.com/feed/

To get specific, we’ll cover the following topics: A History of the General Ledger. General Ledger’s History. Soon, with the extended account numbers and an excessive number of line items, the system proved to be error-prone. Define Sage Intacct (SI) Dimensions and how to recognize real ones.

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5 Accounting Challenges Startups Face and How to Help Them Thrive

The CFO College

The rolling cash forecast is one of many CFO-level skills we teach in our program. Investors want to see a number of worthy components before they sink money into a company. Convincing investors to fund your client also requires you to prove solid numbers and components.

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The Basics of Nonprofit Bookkeeping

The Charity CFO

Execute data entry to keep the general ledger current . Invoices should include a header with your logo and contact information, client contact information, invoice number and date, itemized breakdown of services, and terms and conditions. . At The Charity CFO, we handle the books and all of your accounting needs.