E78 Partners

MARCH 3, 2025

Maintain compliance with ongoing disclosure and transparency requirements. Internal reporting structures and organizational charts should support these segment classifications to ensure consistency and compliance. Common non-GAAP metrics include EBITDA, adjusted EBITDA, free cash flow, and revenue growth metrics.

Financial Planning and Analysis (FP&A) 52

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

VCFO

NOVEMBER 1, 2023

Tax Planning is Beneficial and Essential A wise person once said that failing to plan is planning to fail. This is certainly true in the area of taxation, where there are often opportunities to legally minimize or defer the timing of tax payments and to claim income tax credits. What About Borrowing?

Finance 88

Finance Strategic Planning Auditing CFO 88

Boston Startup CFO

OCTOBER 13, 2015

The auditors uncovered a horrific mistake that the previous accountant didn’t catch: We were accounting for our revenue completely wrong (non-GAAP) and we had to re-state our financials, something you never want to do in your business. Look at Groupon!). Two years, 60 employees and $8.6

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