Category Archives: Financial Policy

Key Considerations in Business Planning for 2017 & Beyond

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. With a new administration in Washington, likely business regulation changes have become key considerations in business planning for 2017. For example, there may be legislation introduced that is … Continue reading

Posted in CFO Services, Financial Planning & Analysis (FP&A), Financial Policy, Los Angeles, Strategic Planning | Tagged , , , , , , , , , | Leave a comment

The Importance of Checking a New Client’s Creditworthiness

This week’s linked article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Bringing in a new client rightly generates excitement and positive experiences all around. But too often enthusiasm not accompanied by a routine new-client credit check can … Continue reading

Posted in Accounts Receivable, AR & AP Management, Cash Flow, Cash Management, CFO Services, Credit Management, Financial Policy, Los Angeles, Risk Management | Tagged , , , , , , | Leave a comment

The Lowdown on The Fiscal Cliff Legislation

With passage of the American Taxpayer Relief Act on New Year’s Day, business leaders are coming away with a combination of good news and bad news for themselves and for their companies. This article… The Lowdown on The Fiscal Cliff … Continue reading

Posted in Financial Policy, Financial Strategy, Financial Trends, Fiscal Cliff, Tax Code | Tagged , , , , , , , , , , , , | 1 Comment

Is the Customer Always Right?

This post is by Randy S. Miller, Partner, CFO Edge, LLC. Businesses often live by the mantra, “The customer is always right.”  But is this true? For business-to-business relationships, smart managers understand that, sometimes, the customer is not right for … Continue reading

Posted in Customer Service, Financial Policy, Financial Strategy, Growth Strategies, Operational Analysis | Tagged , , , , , , , , , , | 4 Comments

The California Impact of a Hard Cap on Federal Tax Deductions

This post is by Randy S. Miller, Partner, CFO Edge, LLC. Over the past few months, we have been discussing the potential impact of the “fiscal cliff” on businesses and taxpayers. As the end of the year nears without any … Continue reading

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The Elusive 1%

Terms such as “millionaires,” “upper income earners,”  “top 1%,” “wealthiest Americans” and other expressions used to describe the well-heeled in this country have become very politicized. Pundits often conflate income and net worth when talking about wealth distribution, and it is not … Continue reading

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Fiddling While Rome Burns

Like most financial professionals, I have a thing about numbers. I am often amazed by what numbers can reveal – how they can tell a story, indicate a trend or expose a looming problem. Right now our nation is looking … Continue reading

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