Author Archives: Arthur Rothberg

LIFO vs. FIFO: Choosing the Right Inventory Valuation Method

Arthur F. Rothberg, Managing Director, CFO Edge, LLC Choosing the right inventory method – LIFO vs. FIFO – is a critical inventory management decision for manufacturers, wholesalers and retailers. The significance of choosing Last-In, First-Out (LIFO) accounting or First-In, First-Out … Continue reading

Posted in Accounting Systems Design, CFO Services, Inventory Management, Los Angeles | Tagged , , , , , , , , , , , | Leave a comment

What to Know When You’re Transitioning Accounting Duties

This article is by Mark S. Becker, Partner, CFO Edge, LLC. Transitioning accounting duties comes into play in scenarios like an acquisition, a merger or outsourcing accounting to a third-party services provider. Challenges in transitioning accounting duties occur if procedures … Continue reading

Posted in Accounting Systems Design, Acquisition Accounting, CFO Services, Financial Reporting, Los Angeles, Merger & Acquisition Planning | Tagged , , , , , , , , | Leave a comment

The Benefits of Forming a Captive Insurance Company

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. Challenges presented by current business insurance offerings can include coverage gaps, exclusions and uncontrolled premium changes. Companies who form, own and control their captive insurance company establish a … Continue reading

Posted in Business Insurance Coverage, CFO Services, Corporate Governance, Los Angeles, Risk Management | Tagged , , , , , , , , , | Leave a comment

Does Your Business Have a Buy-Sell Agreement?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Small and mid-sized business owners without buy-sell agreements increase risks of negative outcomes for their families, partners and employees should they unexpectedly pass away or become disabled. … Continue reading

Posted in Business Valuation, Buy-Sell Agreements, Buying a Business, CFO Services, Contract Negotiation, Exit Planning, Los Angeles, Selling a Business, Succession Planning | Tagged , , , , , , , , , | Leave a comment

The Benefits of Bank Treasury Management Tools

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. The many benefits of bank treasury management tools are just as compelling as the benefits of accounting and other software programs that small and mid-sized businesses use. … Continue reading

Posted in AR & AP Management, Bank Treasury Management, Cash Flow, CFO Services, Fraud Prevention, Los Angeles, Purchase Cards or P-Cards, Risk Management | Tagged , , , , , , , , , , , , | Leave a comment

BAT & Tax Reform: How You Can Prepare

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Among tax reform ideas floated by the new administration and Republicans in Congress is a border adjustment tax – or BAT – that would incent American companies to … Continue reading

Posted in Border Adjustment Tax - BAT, Cost Analysis, Financial Regulations, Los Angeles, Outsourced CFO Services, Risk Management, Tax Code, Tax Compliance, Tax Strategy | Tagged , , , , , , , , , | Leave a comment

Building Resilience: The Role of the Finance Department

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. With cybercrime and other major business disruptions increasing in frequency and scope, an essential strategy is to make building resilience the role of the finance department. With its … Continue reading

Posted in Accounting & Finance Departments, CFO Services, Data Security, Disaster Recovery Planning, Financial Leadership, Financial Strategy, Los Angeles, Risk Management | Tagged , , , , , , , , , , , | Leave a comment

How to Build a Strong Relationship with Your Banker

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Understanding how to build a strong relationship with your banker is as critical as cultivating positive relationships with your CPA and attorney. Indeed, the phrase, “triad of … Continue reading

Posted in Banking Relationships, Business Loans, CFO Services, Financial Communication, Financing, Financing Presentations, Generally Accepted Accounting Principles (GAAP), Los Angeles | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Structure Your Business Capital

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Given the different types of business capital – such as loans, equity and retained earnings – and their benefits and drawbacks, a critical factor in every company’s … Continue reading

Posted in Business Loans, Capital Structure, CFO Services, Debt Financing, Equity Financing, Financing, Financing Presentations, Investor Presentations, Los Angeles, SBA Loans | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Build & Maintain Strong Investor Relationships

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Given the significant roles played by investors in small and mid-sized businesses, it is critical to know how to build and maintain strong investor relationships. Reviewed in this … Continue reading

Posted in CFO Services, Equity Financing, Financing Presentations, Initial Public Offering (IPO), Investor Presentations, Investor Relationships, Los Angeles | Tagged , , , , , , , , , , , | Leave a comment