Category Archives: Financial Strategy

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

Is a Joint Venture Right for Your Company?

This week’s article is by John W. Braine, Partner, CFO Edge, LLC. With economic optimism on the upswing, many executives are revisiting and launching growth initiatives like mergers, acquisitions and IPOs. Another growth initiative worthy of consideration is a joint … Continue reading

Posted in CFO Services, Financial Strategy, Growth Strategies, Joint Ventures, Los Angeles | Tagged , , , , , , , , , , , | Leave a comment

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

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

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

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

All About Budgeting: Common Challenges and Solutions

This week’s post and linked full PDF are by Mark S. Becker, Partner, CFO Edge, LLC. From being the financial blueprint to providing views into capital availability and profitability, the budget is one of the most important elements for driving and … Continue reading

Posted in Business Budgeting, Cash Flow, CFO Services, Financial Operations, Financial Reporting, Financial Strategy, Los Angeles | Tagged , , , , , , , , , , | Leave a comment

Does Your Business Do Strategic Planning?

This week’s post and linked full PDF are by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. While most executives would say they do strategic planning and have a strategic plan, many acknowledge they haven’t used a formal strategic planning … Continue reading

Posted in CFO Services, Financial Strategy, Los Angeles, Strategic Planning | Tagged , , , , , , , , , , | Leave a comment