E78 Partners

NOVEMBER 11, 2024

The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt. When a company experiences leadership transitions, financial restructuring, or prepares for significant events like mergers or acquisitions, a transitional Chief Financial Officer offers instant, practical knowledge.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

E78 Partners

NOVEMBER 12, 2024

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards. 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

Take a critical look at areas prone to audit issues—such as revenue recognition, procurement, impairment, and financial reporting—ensuring that controls in these high-risk areas meet compliance standards. 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

CFO Simplified

MARCH 7, 2024

Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 59

Tax Planning Compliance Restructuring Treasury 59

The Charity CFO

NOVEMBER 10, 2022

When you have a clear financial picture, it builds donor confidence and trust in your organization. . Generates accurate financial reports. Nonprofit accounting services give you the tools and knowledge you need via accurate reporting. . Design a system to track and report on programmatic expenses.

Nonprofit 52

Nonprofit Accounting Auditing GAAP 52

Michigan CFO

SEPTEMBER 29, 2021

These systems include benefis for: Improving Controls: Deploy systems that improve financial oversight, audit tracking, and mitigate financial errors. Financial Planning: Better manage the operational components of cash management, borrowing, restructuring, and equites raises.

Manufacturing 52

Manufacturing CFO Compliance Forecasting 52

CFO Simplified

MARCH 7, 2024

Robert Garner, a partner in LP’s Corporate and Tax Planning Practice Groups , advises clients on tax planning in connection with a wide variety of transactions.

Tax Planning 52

Tax Planning Compliance Restructuring Treasury 52

The Charity CFO

DECEMBER 20, 2023

Miriam focuses on the aspect of connecting vision to the staff planning and staffing models within a business. 180 MG looks at people, processes, and planning to identify a balance between the three of them. Finally, a plan is developed that makes sense for their people, which in turn makes sense for the business.

Nonprofit 52

Nonprofit Benchmarking Healthcare Restructuring 52

E78 Partners

NOVEMBER 25, 2024

Choosing transaction services can be invaluable for businesses navigating complex financial events, whether they involve acquisitions, mergers, divestitures, or restructuring. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

E78 Partners

NOVEMBER 25, 2024

Choosing transaction services can be invaluable for businesses navigating complex financial events, whether they involve acquisitions, mergers, divestitures, or restructuring. Once the deal is complete, the team often supports integration, aligning operations and financial reporting across entities.

Securities 52

Securities Restructuring Valuation Financial Modeling 52

CFO Talks

FEBRUARY 18, 2024

This involves developing a comprehensive plan that outlines the specific measures to be taken and the expected outcomes. Long-term measures could involve implementing process improvements, adopting new technologies, or restructuring the organisation to optimise efficiency.

Communication 52

Communication Restructuring CFO Sales 52

Cube Software

MAY 11, 2023

What is a pro forma financial statement? No business can survive without planning. These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Think of pro forma statements as a monetary crystal ball, a guiding financial forecast.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

E78 Partners

NOVEMBER 11, 2024

The Role of an Interim CFO An interim CFO must uphold financial stability and strategic guidance during change or doubt. When a company experiences leadership transitions, financial restructuring, or prepares for significant events like mergers or acquisitions, a transitional Chief Financial Officer offers instant, practical knowledge.

Leadership 52

Leadership CFO Restructuring Strategic Planning 52

E78 Partners

OCTOBER 30, 2024

To drive growth, improve profitability, and enhance decision-making, companies can leverage the power of refined operational disciplines – Forecasting, Planning, and Analytics (our take on FP&A). Creating a ‘Single Source of Truth’ for Financial and Operational Data Accurate and reliable financial information is essential.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Marketing Forecasting Financial Modeling 59