Beacon CFO Plus

SEPTEMBER 27, 2023

Providing Critical Financial Strategy, Cost Optimization, and More Hiring a fractional CFO for your startup is a strategic move that brings expert financial guidance without the full-time commitment. This guidance ensures that resources are allocated efficiently and that the company’s financial trajectory remains on track.

Startups 52

Startups Compliance CFO Financial Modeling 52

PYMNTS

JANUARY 22, 2021

Guillaume Pousaz , Checkout.com founder and CEO, said the London-headquartered startup will facilitate MoneyGram’s “global digital P2P momentum," enabling real-time, transparent payouts. "As regulators to tighten the financial reporting requirements of banks and other financial services providers. using Visa Direct.

Compliance 107

Compliance Startups Financial Reporting Banking 107

The Charity CFO

JANUARY 22, 2025

As the organization grew, they needed to implement formal policies, handle compliance issues, and professionalize their approach to managing employees. Donors, often from business backgrounds, appreciated the sustainable business model and treated their contributions more like investments in a startup. Book a FREE consultation here.

Nonprofit 52

Nonprofit GAAP CFO Leverage 52

Boston Startup CFO

APRIL 3, 2023

Every entrepreneur dreams of their startup skyrocketing to success. Fear not, dear startup founder, for we have a solution to ease your accounting woes—outsourcing. Here's how outsourcing your accounting can liberate you from number-crunching nightmares and help your startup flourish. Saving money, of course!

Startups 52

Startups Accounting Compliance Financial Reporting 52

Boston Startup CFO

FEBRUARY 1, 2023

As a startup founder, it is important to have a clear and organized system for tracking and managing your financial transactions. A chart of accounts is a list of all the financial accounts in a startup , organized by category and assigned a unique number or code. One tool that can help with this is a chart of accounts.

Startups 52

Startups Accounting Compliance Financial Reporting 52

CFO Plans

OCTOBER 15, 2024

For small businesses, the challenge is unraveling these regulations and implementing effective compliance measures. Embracing business tax compliance solutions tailored to the specific needs of small enterprises can help avoid costly penalties and ensure seamless operations.

Compliance 52

Compliance CFO Startups Risk Management 52

The Finance Weekly

JANUARY 1, 2023

2) The Importance of Trustworthy, Independent SOC Reports in FP&A. In addition to being a year of instability and economic challenges, 2022 was also a year of increased focus on compliance and data security. Read the FP&A Software Solution Comparison here. Click , here to read. Read the article here.

Finance 98

Finance Compliance Economics Forecasting 98

CFO Plans

SEPTEMBER 24, 2024

An outsourced CFO leverages these tools to streamline your financial processes, making your accounting more efficient and accurate. From real-time financial reporting to automated bookkeeping, these services ensure that your business stays on top of its financial health. Get expert startup financial consulting now.

CFO 52

CFO Startups Compliance Accounting 52

CFO Talks

MARCH 4, 2025

Regulatory Risks Are there new laws, taxes, or compliance requirements that could impact your business? Quick Tip: Set up automated financial reports to track income, expenses, and cash flow monthly. Example: A tech startup was facing delays in launching a new app. Do you have cash reserves to keep things running?

Budgeting 52

Budgeting Forecasting Invoicing Sales 52

Boston Startup CFO

FEBRUARY 1, 2023

As a startup founder, it is important to have a clear and organized system for tracking and managing your financial transactions. A chart of accounts is a list of all the financial accounts in a startup , organized by category and assigned a unique number or code. One tool that can help with this is a chart of accounts.

Startups 40

Startups Accounting Compliance Financial Reporting 40

CFO Plans

SEPTEMBER 24, 2024

According to the Small Business Administration, 20% of small businesses fail within their first year, often due to poor financial management. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

CFO Plans

SEPTEMBER 24, 2024

Managing taxes efficiently is one of the most daunting tasks, often leading to stress and potential financial pitfalls. Operational accounting services offer crucial support, ensuring financial health and compliance. Let’s explore expert strategies that can transform your small business’s financial outlook.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

CFO Plans

MAY 16, 2024

This capability provides CFOs with up-to-the-minute insights into their company’s financial health, fostering more informed decision-making and quicker responses to market changes. This is particularly beneficial for small businesses and startups that need robust accounting capabilities without the hefty price tag.

Accounting 52

Accounting Compliance Financial Data Manufacturing 52

CFO Plans

AUGUST 9, 2024

Modern businesses need comprehensive financial strategies that ensure compliance, drive growth, and improve efficiency. Discover how CFO Plans can transform your financial management and set your business on the path to success. These solutions provide real-time financial oversight and strategic guidance.

Accounting 52

Accounting Tax Planning CFO Startups 52

CFO Plans

JULY 25, 2024

Enhanced Tax Preparation and Planning Tools Tax preparation and planning are critical components of any business’s financial strategy. With features like automated tax calculations, compliance checks, and detailed reporting, manufacturing businesses can ensure they meet all regulatory requirements while optimizing their tax liabilities.

Manufacturing 52

Manufacturing Accounting CFO Startups 52

CFO Plans

SEPTEMBER 24, 2024

Stay Ahead with Real-Time Financial Reporting Gone are the days of waiting for monthly reports to understand your financial position. With real-time financial reporting, businesses can now get instant insights into their financial health.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO Plans

AUGUST 30, 2024

Regulatory Compliance in Real Estate Keeping up with ever-changing tax laws and regulations can be daunting, especially in the real estate sector where compliance is crucial. Efficient Data Management Managing vast amounts of data from various sources can be overwhelming, making it difficult to maintain accurate financial records.

Accounting 52

Accounting CFO Compliance Leverage 52

CFO Plans

SEPTEMBER 6, 2024

In today’s dynamic business environment, making informed and strategic financial decisions is paramount to achieving sustainable growth and profitability. For many businesses, especially startups and small to medium-sized enterprises, hiring a full-time Chief Financial Officer (CFO) can be financially daunting.

CFO 52

CFO Startups Tax Planning Planning 52

CFO Plans

SEPTEMBER 24, 2024

Picture yourself accessing your financial dashboard while sipping coffee at your favorite café – that’s the power of cloud-based solutions. Real-Time Financial Reporting to Stay Ahead of the Curve Accurate and timely financial reporting is crucial for making strategic decisions.

Accounting 52

Accounting CFO Compliance Financial Reporting 52

CFO Plans

AUGUST 2, 2024

This evolution allows accounting professionals to focus on strategic activities such as business tax planning and CFO consulting for tech startups, rather than getting bogged down with routine tasks. This is especially useful for real estate financial management and other sectors that require high levels of accuracy and trust.

Technology 52

Technology Accounting CFO Tax Planning 52

Beacon CFO Plus

NOVEMBER 15, 2023

” – Warren Bennis There is no shortage of challenges for new business owners, from startups to family-owned businesses or independently owned enterprises. Fractional CFOs help monitor and optimize cash flow to ensure your company’s financial stability and growth. This helps you make informed decisions.

CFO 52

CFO Budgeting Financial Analysis Strategic Planning 52

CFO Plans

JUNE 14, 2024

Within six months, they reported a 30% reduction in administrative costs and a 20% increase in financial reporting accuracy. Success Story: A growing tech startup engaged virtual CFO services to navigate their financial planning and budgeting.

Accounting 52

Accounting Manufacturing CFO Tax Planning 52

CFO Plans

JUNE 13, 2024

Get Cost-Effective Financial Solutions with CFO Plans Scalable Financial Solutions As businesses expand, their financial needs grow more complex. For example, a tech startup needing basic financial oversight can transition to more advanced financial planning as it scales.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

CFO Plans

JUNE 7, 2024

Get Cost-Effective Financial Solutions with CFO Plans Scalable Financial Solutions As businesses expand, their financial needs grow more complex. For example, a tech startup needing basic financial oversight can transition to more advanced financial planning as it scales.

CFO 52

CFO Tax Planning Manufacturing Leverage 52

The Charity CFO

APRIL 18, 2024

These challenges include financial issues, data security compliance, and talent retention problems. Financial Sustainability For nonprofits, financial sustainability means the financial security to cover expenses and advance your mission. Do You Struggle to Make Sense of Your Financial Statements?

Nonprofit 52

Nonprofit Compliance CFO Leverage 52

CFO Plans

AUGUST 23, 2024

A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings. Case Study: A mid-sized tech startup saved $50,000 annually through strategic tax planning led by their Fractional CFO, enabling them to reinvest in product development.

CFO 52

CFO Tax Planning Leverage Budgeting 52

CFO Talks

AUGUST 15, 2024

Digital transformation, artificial intelligence (AI), blockchain, and big data are not just buzzwords but critical assets in the financial toolkit of tomorrow’s CFO. Example: A multinational corporation recently integrated AI to streamline their financial reporting process.

CFO 52

CFO Finance Problem Solving Budgeting 52

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. Their main focus tends to be the product, go-to-market, and building a team that can sustain revenue delivery. But at several million in ARR, finance becomes a critical enabler — or disabler — of success.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

Onplan

DECEMBER 16, 2021

We’ve worked closely with numerous startup SaaS teams, and a fair share of them don’t have a CFO or even a dedicated finance team. Their main focus tends to be the product, go-to-market, and building a team that can sustain revenue delivery. But at several million in ARR, finance becomes a critical enabler — or disabler — of success.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Forecasting 52

CFO Talks

OCTOBER 1, 2024

Barriers such as regulatory constraints and difficulties for tech startups, which hinder the growth of a thriving tech sector in South Africa. They need to determine how to capitalize intangible assets and ensure compliance with local and international accounting standards (e.g., Why is this important for CFOs? IFRS, US GAAP).

Leverage 52

Leverage Investments Economics Accounting 52

CFO Talks

MARCH 14, 2024

The position of Chief Financial Officer has evolved significantly over the past few decades. No longer confined to the guardianship of financial reporting and compliance, modern CFOs are now pivotal strategists and advisors at the heart of corporate decision-making. Delegation and Empowerment: No CFO can do it all alone.

Prioritization 52

Prioritization CFO Leverage Risk Management 52

The Finance Weekly

APRIL 13, 2024

This includes tracking past financial activities, ensuring compliance and reporting, as well as forecasting future financial scenarios for better budgeting. Engineered to cater to small businesses and startups, Cube particularly enhances the financial agility of expanding firms and major enterprises.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Invoicing Budgeting 52

Onplan

NOVEMBER 30, 2022

Adaptive is one option companies use for modeling, budgeting, forecasting, and financial reporting. In addition to offering financial and sales planning solutions, Workday Adaptive also caters to workforce and operational planning needs. Automated reporting also enforces compliance with GAAP and IFRS standards.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Compliance Investments Finance 65