Monthly Archives: October 2016

The CFO as Your Company’s Risk Manager

This week’s linked article is by Michael K. Menerey, Partner, CFO Edge, LLC. As new companies move through the startup phase to become viable and growing operations, there can be a tendency to let one’s guard down or ease up. … Continue reading

Posted in Business Insurance Coverage, CFO Services, Enterprise Risk Management - ERM, Financial Strategy, Los Angeles, Risk Management | Leave a comment

When Do You Need to Obtain an Audit?

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Small and medium-sized businesses frequently don’t have audits of their financial statements done unless potential investors or lenders require them. But as needs evolve and opportunities arise – … Continue reading

Posted in Audit Preparation, CFO Services, Financial Strategy, Generally Accepted Accounting Principles (GAAP), Los Angeles | Tagged , , , , , , , , , , , , | Leave a comment

How to Implement a New ERP Software System

This week’s downloadable article is by Sherry Rahbar, Partner, CFO Edge, LLC. While a business owner or executive management team is always deeply involved in ERP system selection, implementation is typically turned over to the IT team with executive management much … Continue reading

Posted in Accounting & Finance Departments, CFO Services, ERP Software, Financial Infrastructure, Los Angeles | Tagged , , , , , , , , , | Leave a comment

Could Your Company Benefit From Verticalization?

This week’s full PDF is by John W. Braine, Partner, CFO Edge, LLC. Verticalization, applying a vertical segmentation strategy to customer groups and offerings, generates many high-value outcomes. Tailoring offerings to address needs of well-defined groups positions salespeople as go-to … Continue reading

Posted in CFO Services, Growth Strategies, Los Angeles, Sales Coverage Models, Sales Strategies | Tagged , , , , , , , , , , | Leave a comment

Is Industry Expertise Overrated When Choosing a Provider?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When business leaders select a professional services firm, it is not uncommon for them to focus first on whether a provider has relevant experience in their specific … Continue reading

Posted in Customer Relationship Management, Customer Service, Financial Consulting Services, Professional Referrals, Professional Services Firms, Sales Strategies | Tagged , , , , , , , , , , | Leave a comment