CFO Plans

NOVEMBER 4, 2024

Consider a financial services company that managed to scale its operations by prioritizing cash flow optimization. By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently.

CFO 52

CFO Cost Management Leverage Planning 52

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

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

PYMNTS

NOVEMBER 15, 2020

Having cash flow stats and real-time financial reports for loan submissions available is critical, according to the release, which touted the platform as "easy to use and highly automated.". Joining up with bigger-name apps can be a boon for startups. The pandemic has engendered a number of new obstacles for companies.

Finance 105

Finance Startups Financial Reporting Numbers 105

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

PYMNTS

NOVEMBER 6, 2019

FinTech startup Digits has announced the close of a $10.5 And there is nothing more mind-numbing than the paperwork, and spreadsheets, and financial reports and inscrutable transaction records that are all required to actually operate the business,” the FinTech startup explained.

Startups 43

Startups Benchmarking Leverage Financial Reporting 43

PYMNTS

JUNE 25, 2020

The company said its open banking feature was built in partnership with TrueLayer, the London startup that builds application programming interface (API) platforms for FinTechs to use open banking. In May, PYMNTS reported Revolut said it will integrate its products with Clear Books, which offers accounting software for small businesses.

Banking 123

Banking Invoicing Budgeting Accounting 123

The Finance Weekly

AUGUST 30, 2022

Why are FP&A software tools essential for startups and small businesses? For all of these reasons, more and more companies- including small businesses and even startups- are looking for FP&A solutions to help them stay ahead of the competition. What startups and small businesses should look for when choosing FP&A solutions.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Startups Analyzing Data Budgeting 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

Donors, often from business backgrounds, appreciated the sustainable business model and treated their contributions more like investments in a startup. Do You Struggle to Make Sense of Your Financial Statements? If you need help with your accounting and bookkeeping, lets talk. Book a FREE consultation here. Get the free guide!

Nonprofit 52

Nonprofit GAAP CFO Leverage 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

The Finance Weekly

JUNE 22, 2022

The increase in startups (who don’t have the funding or the need for a full time CFO) combined with the fallout from the pandemic, has created a huge increase in demand. This is where Fractional CFOs come into play. No two companies have the same finances, yet FCFOs find themselves doing much of the same, repetitive processes time after time.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Marketing CFO Startups 105

CFO Plans

SEPTEMBER 24, 2024

Embrace Virtual Accounting Services for Startups For startups, managing finances can be particularly challenging. Virtual accounting services for startups provide a cost-effective solution, offering the same level of expertise as traditional accounting firms but with greater flexibility.

Tax Planning 52

Tax Planning Accounting Planning Budgeting 52

PYMNTS

NOVEMBER 21, 2016

billion was invested in FinTech startups in Q3 2016 , calculated KPMG and CB Insights in their most recent Pulse Of Fintech report. However, total investment in these startups — venture capital, in addition to angel, hedge fund and mutual fund investment and more — topped $17.8

Investments 74

Investments Prioritization Startups Financial Reporting 74

Boston Startup CFO

FEBRUARY 1, 2023

As a startup, it is important to have a strong financial foundation in order to successfully grow and scale. While you may have the expertise and skills to handle many aspects of your startup, there may come a time when you need additional financial guidance and support. If at are favorable to you.

CFO 40

CFO Startups Cash Flow Forecasting Budgeting 40

CFO Plans

SEPTEMBER 24, 2024

In today’s dynamic business environment, small businesses face a myriad of financial challenges. The need for strategic financial planning and real-time financial reporting has never been more critical. A case study of a successful startup can be included for added credibility.

CFO 52

CFO Startups Tax Planning Accounting 52

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 Plans

OCTOBER 15, 2024

Leveraging CFO Services to Navigate Startup Challenges For startups, the regulatory landscape can seem particularly daunting. Engaging CFO services for startups provides expert guidance in crafting a comprehensive financial compliance checklist. Explore Comprehensive Financial Solutions with CFO Plans.

Compliance 52

Compliance CFO Startups Risk Management 52

CFO Simplified

MAY 22, 2022

Monthly financial reporting and analysis. Reporting of key performance indicators (KPIs). However, as the number of startups and remote businesses continues to grow, so will the use of fractional CFOs. Day to day, this might look like a variety of things: . Creation of dashboards and selection. Cash flow projections.

Cash Flow Forecasting 97

Cash Flow Forecasting CFO Forecasting Communication 97

CFO Talks

OCTOBER 2, 2024

This is particularly damaging for high-tech startups and innovative sectors where continuous investment is key. The study found that many firms in China’s emerging high-tech markets are forced to expense their R&D entirely, which can stunt their growth and distort financial reports.

Accounting 98

Accounting CFO Economics Accounting Standards 98

CFO Plans

AUGUST 9, 2024

Tip: Regularly review financial reports with your outsourced CFO to identify areas for cost savings and revenue growth. Virtual CFO Solutions for Startups and Small Businesses For startups and small businesses, Virtual CFO solutions offer a flexible and cost-effective alternative to traditional CFO roles.

Accounting 52

Accounting Tax Planning CFO Startups 52

PYMNTS

JANUARY 14, 2021

million) in investments and grants this year, according to a report from EU-Startups. The company's most recent funding round in December raised 280,000 euros (about $341,000), the report stated. Being a company that is dependent on employee mobility, 2020 proved a tough year,” he said, according to the report.

Finance 66

Finance Analyzing Data Entertainment Startups 66

PYMNTS

APRIL 26, 2020

Silicon Valley FinTech startup Digits announced a $22 million Series B funding round led by GV — formerly known as Google Ventures — to launch its new expense monitoring dashboard, according to a company blog post. Digits was created by the team responsible for building Crashlytics, which was sold to Twitter in 2013.

Benchmarking 60

Benchmarking Startups Finance Financial Reporting 60

CFO Plans

JULY 25, 2024

Tailored Accounting Solutions for Startups and Small Businesses While manufacturing giants benefit from SaaS accounting software, startups and small businesses can also reap significant rewards. Discover tailored accounting solutions for your startup.

Manufacturing 52

Manufacturing Accounting CFO Startups 52

Lime Light

AUGUST 29, 2024

In 2024, Chief Financial Officers (CFOs) aren't just number-crunchers. They're strategic visionaries navigating an increasingly complex global financial landscape.

Budgeting 52

Budgeting Startups Numbers Financial Reporting 52

CFO Talks

MARCH 4, 2025

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. Example: An online shop noticed that sales dropped every January after the holiday rush. Cut Costs But Smartly! This honesty increased customer loyalty!

Budgeting 52

Budgeting Forecasting Invoicing Sales 52

BlueLight

MAY 1, 2020

Traditionally, the chief financial officer (CFO) is responsible for tracking the company’s past and present financial situation and ensuring on-time and accurate financial reporting. This function is called financial planning and analysis (FP&A). The first step is getting good financial reporting.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Strategic Planning Startups 52

PYMNTS

AUGUST 23, 2020

But the company filed “confidentially,” meaning its financial reports would not be immediately made public. Confidential filings allow unprofitable startups in initial growth mode to investigate the early stages of a public listing without the public scrutiny.

Planning 61

Planning Valuation Startups Finance 61

The Finance Weekly

JANUARY 1, 2023

2) The Importance of Trustworthy, Independent SOC Reports in FP&A. This article highlights the young talent that founded finance related companies such as Cardless and Weav, and even a fintech startup that is aiming to improve the processing of financial transactions in the huge, mostly unexplored financial market of Africa.

Finance 98

Finance Compliance Economics Forecasting 98

PYMNTS

DECEMBER 9, 2020

The company said in the filing that it had identified a “material weakness in our internal control over financial reporting,” which may give investors pause. As a result, in connection with the audit of our consolidated financial statements as of and for the years [that] ended Dec. What about the strain on IT and accounting?

Valuation 76

Valuation Auditing Financial Reporting Accounting Firms 76

The Finance Weekly

AUGUST 30, 2022

For all of these reasons, more and more companies- including small businesses and even startups- are looking for FP&A solutions to help them stay ahead of the competition. It is a financial planning and analysis platform that automates time-consuming manual processes for financial reporting and planning.

Financial Planning and Analysis (FP&A) 95

Financial Planning and Analysis (FP&A) Analyzing Data Budgeting Startups 95

PYMNTS

SEPTEMBER 4, 2020

While the traditional responsibilities like facilitating the monthly close and completing key financial reports remain in place, there are additional requirements to fulfilling the role. It's an example of how important it is for the modern CFO to continue looking forward.

CFO 70

CFO Startups Finance Financial Reporting 70

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

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

Global Finance

OCTOBER 14, 2024

Despite recession and economic turmoil, Argentine tech startups are carving a niche as Latin American leaders. Few financial reports coming out of Argentina sound hopeful; the slew of economic calamities that have plagued the South American nation for the better part of the last decade can seem endless.

Startups 45

Startups Education Economics Technology 45

BlueLight

JULY 30, 2020

Forward In the current economic crisis, business leaders from early-stage startups to large multinational corporations have had to make difficult decisions. The financial implication of these decision is critical and the CFO is the executive helping the CEO navigate these decisions. Edited for readability. It evolves with stage.

CFO 52

CFO Financial Planning and Analysis (FP&A) Strategic Planning 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