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Tag: CFO Responsibilities

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Financial Leadership

Strategic Planning from a CFO’s Perspective

A CFO’s role is one of many hats. They are expected to be a steward by protecting company assets, have operational savvy, act as a…

CFO Selections Team
Illustration of a businessman lit by a searchlight above a banner reading Fractional Service Providers.
Financial Leadership

A Practical Guide to Fractional Service Providers

Business owners in the middle market are all too familiar with the task of trying to optimize cost structures – getting the most efficiency and…

Michael Newsome
Colleagues shaking hands across a conference table during a meeting.
Financial Leadership

The CFO’s Role in a Change of Business Ownership

When a business changes ownership, the CFOs of both businesses have a particular set of duties and responsibilities. This article discusses the role of the…

Roger Johnson
A businessman with arms crossed beside the word Disruption surrounded by business icons.
Financial Leadership

How CFOs Plan and Prepare for Worst-Case Scenarios

The current economic climate, combined with the fact that September is National Preparedness Month, has many of us thinking about how we can prepare for…

CFO Selections Team
A masked businessman on the phone while reviewing paperwork at his desk.
Financial Leadership

How Can a CFO Help in a Time of Crisis?

The current economic uncertainty has many businesses closely evaluating their current and future staffing needs. While some positions are being cut, especially in the hospitality…

Bill Palmer
Silhouette of a businessman with a compass where his head would be.
Business Finance

Integrity in Business: A Priceless Essential for Success

  Trust is like the air we breathe — when it’s present, nobody really notices. When it’s absent, everyone notices.”  — Warren Buffett Integrity in…

Kevin Briscoe
Cartoon of a man studying a blackboard of equations that resolve to the letters CFO.
Financial Leadership

How to Become a Chief Financial Officer (CFO)

Becoming a Chief Financial Officer (CFO) is often the ultimate executive goal for those who have made finance their career. The position offers challenges, variety, and opportunities…

Kevin Briscoe
A man standing before a wall of hand-drawn charts and performance metrics.
Financial Leadership

How a CFO can Increase the Long-Term Value of a Company

For business owners and executives working toward an exit from their company, a CFO who is skilled in the entire lifecycle of a business transaction…

Larry Breitbarth
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Business Finance

3 Paths to Making Your Independent CPA Audit a Success

Why Audits Matter For many middle market, closely-held businesses, the annual independent financial statement audit is an important part of the financial reporting process. Lenders,…

Dave Saporta
A man in a suit and black gloves holding an open laptop, suggesting email fraud.
Fraud & Controls

The CEO Email Fraud

Carl in accounting receives an urgent email from Erica, the company CEO.  The unusual email captures Carl’s attention, so he verifies that it is from…

Larry Numata