E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 59

Auditing Financial Planning and Analysis (FP&A) GAAP Compliance 59

E78 Partners

MARCH 28, 2025

Prioritizing these areas isnt just smartits essential to thrive in an increasingly competitive environment. LPs are increasingly prioritizing Multiple of Invested Capital (MOIC) alongside internal rate of return (IRR). years, the longest since 2005 ( McKinsey & Company ). years, the longest since 2005 ( McKinsey & Company ).

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Prioritization Leadership Investments 59

E78 Partners

MARCH 21, 2025

It ensures financial, operational, technological, and cultural alignment to maximize deal value and minimize disruption. A well-defined PMI model typically includes: Pre-Integration Planning: Establishing objectives, leadership alignment, and an integration roadmap before the deal closes.

Leadership 52

Leadership Communication Prioritization Compliance 52

CFO Talks

NOVEMBER 21, 2024

Whether through guiding a company through periods of expansion or navigating complex challenges, I am motivated by the potential to make a significant impact. Additionally, I plan to stay engaged in continuous learning, ensuring I remain adaptable and well-versed in the latest business trends and technologies.

CFO 98

CFO Leadership Communication Problem Solving 98

The Charity CFO

FEBRUARY 20, 2025

Prioritize Cash Flow Management Even a great budget can fall short without strong cash flow management. Plan for Seasonal Fluctuations : Map out expected income and expenses by month to anticipate and prepare for lean periods. Encourage department heads to regularly review financial reports for greater accountability.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

CFO Share

JUNE 27, 2024

How a CFO Ensures Compliance in Financial Reporting Reliable financial statements are crucial for business management, but ensuring compliance may feel like a luxury in the resource-constrained world of small business. How can a small business ensure compliance in reporting without overspending on accounting staff and audits?

Financial Reporting 52

Financial Reporting Compliance CFO Auditing 52

Centage

DECEMBER 7, 2022

the maker of QuickBooks Online Advanced, to bring automated budgeting, forecasting, reporting and analytics capabilities to QuickBooks Online Advanced customers and mid-market organizations looking for more robust and streamlined budgeting capabilities. Real-time reporting – specifically around variance reporting, and alerting.

Budgeting 98

Budgeting Planning Forecasting GAAP 98

The Charity CFO

APRIL 11, 2025

Others prefer to see evidence that your organization is financially stable, highlighting diverse funding sources to avoid the appearance of dependency. For example: A government grant might prioritize detailed evidence of your programs efficiency and sustainability, including administrative costs and compliance plans.

Nonprofit 52

Nonprofit Budgeting Prioritization CFO 52

Spreadym

AUGUST 17, 2023

A financial reporting dashboard is a visual representation of financial data and key performance indicators (KPIs) presented in a consolidated and easily digestible format. Decision Making : Financial reporting dashboards enable data-driven decision making by providing stakeholders with timely and accurate information.

Financial Reporting 52

Financial Reporting CFO Cash Flow Forecasting Budgeting 52

CFO Plans

SEPTEMBER 24, 2024

Ready to elevate your small business’s financial strategy? Discover expert tax planning and accounting services designed to help you thrive. Navigating the financial landscape of a small business can be overwhelming. Get cost-effective financial solutions for your business.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

CFO Simplified

NOVEMBER 12, 2024

Recommendations Create a plan for re-staffing the accounting department. The first move should be to determine what staffing was actually needed, and then put a plan in place to fill those roles effectively for the long term. Prioritize invoicing on current company activities. Companies need structure, not just staff.

Invoicing 52

Invoicing Construction CFO Education 52

Spreadym

NOVEMBER 3, 2023

Financial planning is the process of assessing your current financial situation, setting financial goals, and creating a strategy to achieve those goals. It involves evaluating your income, expenses, assets, and liabilities to develop a comprehensive plan for managing your finances effectively.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

Future CFO

AUGUST 1, 2023

This highlights the demand for financial risk management and expense tracking capabilities in financial applications to identify current risks, prioritise profitability, eliminate the paper trail, and reduce administrative effort.

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

Spreadym

JUNE 27, 2023

What is Financial Planning and Analysis or FP&A? FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. What is Financial Planning and Analysis? The primary objectives of FP&A.

Financial Planning and Analysis (FP&A) 52

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

The Finance Weekly

JANUARY 1, 2023

2) The Importance of Trustworthy, Independent SOC Reports in FP&A. Some tips from the article include how to consolidate data, how to prioritize KPIs, why it’s important to use integrations, and the best way to conduct financial automation. Read the FP&A Software Solution Comparison here. Read the , full article.

Finance 98

Finance Compliance Economics Forecasting 98

The Finance Weekly

JULY 19, 2022

FP&A stands for "financial planning and analysis," and is the backbone of the modern finance department. It’s the budgeting, financial forecasting, financial analysis, and decision-making that support an organization's health and strategy. Strategic financial planning. What is FP&A? Conclusion.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 96

Beacon CFO Plus

NOVEMBER 30, 2023

How to Divide Responsibilities and Prioritize Communication The relationship between a fractional or outsourced Chief Financial Officer (CFO) and your company’s public accounting firm should be collaborative, clear, and well-defined. This ensures your company’s financial and accounting needs are met effectively.

Accounting Firms 52

Accounting Firms CFO Accounting Prioritization 52

Fpanda Club

FEBRUARY 1, 2021

Though some activities, such as financial reporting, budgeting and forecasting are periodic, they are always characterized by tough deadlines to be respected. Working with large data sets, making complex calculations and logical conclusions should not be an issue for you. Resilience to stress and ability to work under pressure.

Finance 130

Finance Communication CFO Prioritization 130

Centage

SEPTEMBER 5, 2023

With more shoppers prioritizing necessities, businesses increasingly have to make adjustments to stay in the black. Sophisticated FP&A software tools like Planning Maestro enable finance teams to automate routine tasks such as manual data entry, accelerating workflows and improving forecasting.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Benchmarking Budgeting Valuation 98

Bramasol

JULY 22, 2023

The CSRD is intended to revamp and expand information that was already required to be reported since 2017 under the EU’s existing Non-Financial Reporting Directive (NFRD). The CSRD is part of the EU’s European Green Deal and the Sustainable Finance Agenda.

IFRS 82

IFRS Accounting SAP Compliance 82

E78 Partners

JANUARY 5, 2024

An acquisition adds complexity to the financial reporting and audit process, so it’s important to be proactive and prepared. Develop a Plan and Timeline: Establish a clear project plan and timeline for management and the audit team. Here are some key steps to get ready for an audit post acquisition.

Auditing 59

Auditing Valuation Concentration Reconciliations 59

CFO Leadership

OCTOBER 10, 2023

Future-forward finance and accounting organizations were quick to embrace robotic process automation (RPA) years ago to manage mundane, repetitive back-office tasks like data entry and routine financial reporting. Also, what are your plans for training and developing your teams to work with AI?

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

CFO Plans

SEPTEMBER 24, 2024

This accessibility ensures that business owners and financial advisors can collaborate seamlessly, leading to more effective financial planning and tax strategy formulation. Imagine reviewing your financial reports while on a business trip, ensuring you never miss a critical update.

Tax Planning 52

Tax Planning Compliance CFO Risk Management 52

The Charity CFO

JULY 2, 2024

Once you have a clear picture of your current operations, you can start prioritizing pain points. Implementing financial management software: Accounting and financial software tools, like QuickBooks , streamline accounting, bookkeeping, and financial reporting. Get the free guide!

Nonprofit 52

Nonprofit Auditing Prioritization CFO 52

CFO Talks

OCTOBER 10, 2024

By identifying key profit drivers and improving financial reporting , the business was able to grow efficiently and profitably. Whether you’re an SME seeking cost-effective financial leadership or a large organization needing specialized support, fractional CFOs are proving to be a game-changer for businesses worldwide.

Leadership 98

Leadership CFO Communication Financial Reporting 98

The Charity CFO

MAY 8, 2023

To achieve this, nonprofit organizations should prioritize transparency, authenticity, and accountability in their fundraising efforts. The most successful events prioritize engagement and relationship-building. Individual Giving This is the most common form of giving to nonprofits.

Nonprofit 52

Nonprofit Prioritization Communication Planning 52

CFO Share

SEPTEMBER 12, 2024

The first step after a sudden CFO departure is assessing the company’s immediate financial needs. Prioritize urgent processes such as cash flow management, ongoing projects, and upcoming deadlines for financial reporting. What to Do When a CFO Leaves?

CFO 52

CFO Compliance Communication Prioritization 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

CFO Talks

AUGUST 21, 2024

Strategic Measure: CFOs should focus on strong cash flow forecasting and planning for different scenarios. By creating different financial plans for various economic situations, CFOs can better prepare for and respond to potential problems.

Corporate Finance 52

Corporate Finance Finance Cash Flow Forecasting IFRS 52

CFO Plans

MAY 2, 2024

Whether you need outsourced bookkeeping services or advanced financial reporting, your partner should be able to accommodate your needs without disruption. Look for a partner that provides strategic advisory, financial planning, and performance analysis.

Accounting 52

Accounting Problem Solving Communication Compliance 52

The Charity CFO

JULY 1, 2024

There’s a wide range of accounting services your organization might need, including: Bookkeeping Financial reporting Tax preparation Audit support These key services are vital to maintaining the financial health of your organization. You should also choose nonprofit accounting services that prioritize nonprofit data privacy.

Nonprofit 52

Nonprofit Accounting Budgeting Accounting Firms 52

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 52

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

E78 Partners

NOVEMBER 12, 2024

Preparing for a financial audit can be a daunting task, especially for private equity-backed firms where accuracy and efficiency are paramount. This timeline should account for potential delays and include contingency plans in high-risk areas.

Auditing 52

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

The Charity CFO

AUGUST 21, 2024

Misaligned goals and priorities: Fundraisers focus on securing funds quickly, while accountants prioritize accurate recording and management. Timing and urgency of information needs: The difference between when a team needs information can cause delays in gathering and reporting accurate financial data.

Communication 52

Communication Accounting Nonprofit Budgeting 52

The Charity CFO

JUNE 27, 2024

Build Strong Leadership Foundations You can’t effectively lead an organization–or a team–if you don’t have clear goals, missions, or plans for it. Additionally, the Board, in conjunction with leadership, develops a strategic plan. You’ll likely have to prioritize the most important roles to hire for immediate success.

Nonprofit 52

Nonprofit Leadership Strategic Planning Communication 52

The Charity CFO

JUNE 7, 2023

Statement of Activities Financial Uses Assessing Revenue Sources : Analyze the various revenue sources of a nonprofit, such as donations, grants, program fees, and investment income. This information is crucial for financial planning, budgeting, and identifying potential areas of revenue growth. accounts payable, loans).

Nonprofit 52

Nonprofit Accounts Payable Budgeting Financial Analysis 52

VCFO

JUNE 29, 2023

A CFO will evaluate financial performance, and bring attention to potential issues. They also rely on the CFO’s leadership, providing up to date communication, and accurate financial reporting. Supporting strategic planning, budget development, cash flow projections, analysis, and related activities.

Nonprofit 67

Nonprofit Finance CFO Compliance 67