The CFO'S Perspective

Which Financial Statements are Required to Get Funding?

Lenders and investors will always ask for financial statements as part of the application process. When applying for funding, you will be required to provide both historical financial data and projected financial figures. Banks and investors will then analyze where the company has been and where it appears to be going to determine if its trajectory fits within acceptable risk parameters.

Topics: Funding Financial Reports Financing

When Accountants Became Firefighters

There are times in the course of a career when an accountant faces difficult short-term circumstances calling for quick decisions and a focus on critical priorities.  In other words, the “fire” calls the shots, and the accountant must respond to the fire’s breadth and intensity. The ability to successfully manage the proverbial fire is based on skill and effort within an undetermined period.

Topics: Funding Success Stories Planning Accounts Receivable Financial Reports Audit Portland