Category Archives: Outsourced CFO Services

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

Why You Must Perform Due Diligence Before an Acquisition

This week’s post and linked full PDF are by Michael K. Menerey, Partner, CFO Edge, LLC. While there are many benefits of acquiring another company, their realization is dependent on performing thorough due diligence before an acquisition. Initial enthusiasm can … Continue reading

Posted in Acquisitions, Buying a Business, CFO Services, Due Diligence, Los Angeles, Merger & Acquisition Planning, Outsourced CFO Services, Selling a Business | Tagged , , , , , , | Leave a comment

Lean: It Isn’t Just for Manufacturing

This week’s post and linked full article are by Howard Goldman, Partner, CFO Edge, LLC. While most executives in Los Angeles and Southern California are familiar with lean manufacturing, many who own and manage non-manufacturing companies aren’t as familiar with … Continue reading

Posted in Cost Analysis, Cost Cutting Strategies, Customer Service, Financial Strategy, Growth Strategies, Lean Principles, Los Angeles, Operational Analysis, Outsourced CFO Services, Pricing | Tagged , , , , , , , , , | Leave a comment

When Might Your Company Need CFO-Level Support?

This week’s post and linked full article are by Mark S. Becker, Partner, CFO Edge, LLC. For Los Angeles and Southern California executives, the improving economy is driving fresh looks at growth strategies along with deliberations on when their companies might … Continue reading

Posted in CFO Services, Growth Strategies, Leveraging CFO Expertise, Los Angeles, Outsourced CFO Services | Tagged , , , , , , , | Leave a comment

Six Ways to Ensure a Good Fit With an Outsourced CFO

When considering engaging a provider of outsourced CFO services, it is reasonable to expect ROI to include positive outcomes in areas like productivity, profitability, costs and controls. Realizing significant performance improvements in these areas is inextricably tied to a good … Continue reading

Posted in CFO Services, Measuring CFO Success, Outsourced CFO Services | Tagged , , , , , , , , , , , , | Leave a comment

Who Is On Your Outsourcing Dream Team?

In their ongoing efforts to maximize efficiency, stay focused on their core competencies, and get more done with less, many Los Angeles and Southern California business owners and executives are reaping the benefits of outsourcing. But some still think that … Continue reading

Posted in Financial Strategy, Outsourced CFO Services, Outsourcing | Tagged , , , , , , , , , , , , | Leave a comment

Historical Financial Reporting vs. Future Financial Reporting

There are two main types of financial reporting conducted by Los Angeles and Southern California businesses: historical reporting, which looks back at past financial performance, and predictive reporting, which proactively looks ahead to future financial performance. While the vast majority … Continue reading

Posted in Financial Operations, Financial Reporting, Financial Statements, Outsourced CFO Services, Performance Measurement, Strategic Planning | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

How to Encourage Your Clients to Move Forward With an Engagement

You have probably seen it before: A client has pressing financial and operational challenges and knows they could benefit tremendously by bringing in an outsourced CFO services provider to help deal with them. But when it’s time to make the … Continue reading

Posted in Outsourced CFO Services | Tagged , , , , , , , , , , , , | Leave a comment

Six Ways to Assure Value When You Outsource Services

Wanting to make sure tasks are performed in the most cost-effective and efficient manner, many Los Angeles and Southern California executives are deciding to outsource services. But there is sometimes hesitation around losing control of an engagement, seeing the scope … Continue reading

Posted in Outsourced CFO Services, Outsourcing | Tagged , , , , , , , , , , , , , | Leave a comment

Can You Afford to Outsource? Four Questions to Ask

Many Los Angeles and Southern California executives view outsourcing along the lines of Wikipedia’s narrow definition: “the contracting out of an internal business process to a third-party organization.” But outsourcing is a viable alternative that delivers many benefits to business … Continue reading

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