Category Archives: CFO Services

When & How to Deduct Business Bad Debts

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When diligence in performing credit checks and attempting to collect receivables do not achieve results, it is important to know when and how to deduct business bad … Continue reading

Posted in Accounts Receivable, AR & AP Management, CFO Services, Financial Strategy, Los Angeles, Tax Strategy | Tagged , , , , , , , , , , , , , | Leave a comment

Should You Opt for an IPO?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. While the allure of an IPO – offering shares to employees, a cash windfall and media attention – is attractive and powerful, many more factors go into … Continue reading

Posted in CFO Services, Financial Strategy, Initial Public Offering (IPO), Los Angeles | Tagged , , , , , , , , , , , | Leave a comment

Managing Through a Finance Department Transition

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. When a finance department leader departs in an unexpected and sudden manner, the lack of time to prepare for a transition presents multiple challenges. It may be that … Continue reading

Posted in CFO Services, Financial Leadership, Los Angeles, Risk Management, Strategic Planning | Tagged , , , , , , , , , , , | Leave a comment

Cybercrime: A Growing Risk for Businesses & CFOs

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. With roles of CFOs traditionally including oversight of risk management and keeping company assets safe, cybercrime’s continually growing risk significantly impacts finance departments at many businesses. Reviewed in … Continue reading

Posted in CFO Services, Cybercrime & Cyberattacks, Data Security, Disaster Recovery Planning, Los Angeles, Risk Management | Tagged , , , , , , , , , | Leave a comment

Growth Strategies: Is an M&A in Your Company’s Future?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. While “M&A” and “mergers and acquisitions” bring to mind multibillion-dollar M&A deals, about two-thirds of disclosed M&A deals in 2016 were under $100 million and about one-fourth … Continue reading

Posted in Acquisitions, Buying a Business, CFO Services, Growth Strategies, Los Angeles, Merger & Acquisition Planning | Tagged , , , , , , , , | Leave a comment

A Healthcare Option Returns: Qualified Small Employer HRA

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Effective January 1, 2017, QSEHRAs – or Qualified Small Employer Health Reimbursement Arrangements – are again a way for firms with fewer than 50 employers to offer … Continue reading

Posted in Affordable Care Act, CFO Services, Employee Benefits, Employee Motivation, Financial Strategy, HR Management, Los Angeles | Tagged , , , , , , , | Leave a comment

How Much Financial Data is Too Much Financial Data?

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Charged with delivering financial information to management, a finance team can sometimes provide too much data with negative impacts in many areas. When management receives too much financial … Continue reading

Posted in Accounting Systems Design, CFO Services, Financial Communication, Financial Reporting, Financial Statements, Los Angeles, Management Reporting | Tagged , , , , , , , , , , | Leave a comment

Now is the Time to Prepare for New Accounting Standards

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Rapidly-approaching implementation dates for FASB and IASB changes in revenue recognition and lease accounting mean now is the time to prepare for new accounting standards. Revenue Recognition … Continue reading

Posted in Accounting Standards, CFO Services, Contract Negotiation, Corporate Governance, Financial Covenants, Financial Regulations, Financial Reporting, Financial Statements, Generally Accepted Accounting Principles (GAAP), Lease Accounting Changes, Los Angeles, Revenue Recognition | Tagged , , , , , , , , , , , | Leave a comment

Why You Must Keep Your Key Advisors Consistently Informed

This week’s article is by Michael K. Menerey, Partner, CFO Edge, LLC. For small and mid-sized firms, “as needed” working relationships with their key advisors – like CPAs, attorneys and other professionals – are beneficial in that full-time positions, salaries … Continue reading

Posted in Business Health & Checkup, CFO Services, Corporate Governance, Financial Strategy, Growth Strategies, Los Angeles, Professional Services Firms, Strategic Planning | Tagged , , , , , , , , , , , | Leave a comment

Why Management Reporting Is More Critical Than Ever

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Management reporting is more critical than ever due to the accelerated pace at which businesses, industries and markets move and change. Incomplete, delayed or inaccurate financial reports have … Continue reading

Posted in CFO Services, Financial Reporting, Financial Statements, Los Angeles, Management Reporting | Tagged , , , , , , , , , , , | Leave a comment