Category Archives: Professional Services Firms

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

Is Industry Expertise Overrated When Choosing a Provider?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When business leaders select a professional services firm, it is not uncommon for them to focus first on whether a provider has relevant experience in their specific … Continue reading

Posted in Customer Relationship Management, Customer Service, Financial Consulting Services, Professional Referrals, Professional Services Firms, Sales Strategies | Tagged , , , , , , , , , , | Leave a comment

Seven Tips for Becoming a Better Negotiator

This week’s post and linked full PDF are by Michael K. Menerey, Partner, CFO Edge, LLC. Executive leadership includes both delegating and personally handling various types of negotiations. Given that negotiating doesn’t come naturally for most people, business leaders may … Continue reading

Posted in Contract Negotiation, Financial Strategy, Los Angeles, Negotiating Skills, Professional Services Firms | Tagged , , , , , , | Leave a comment

The Art of Giving — and How It Benefits Your Business

This week’s post and full linked article are by Michael K. Menerey, Partner, CFO Edge, LLC. We’ve previously discussed the importance of giving in the context of making referrals, and this article expands on the art of giving and how … Continue reading

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How Your Clients Can Say “Goodbye” to Bad Client Relationships

This week’s post and full linked article are by John W. Braine, Partner, CFO Edge, LLC. A number of reasons – unreasonable demands, slow payment, asking for a lower price, or an unpleasant nature – can sometimes make Los Angeles … Continue reading

Posted in Customer Relationship Management, Customer Service, Los Angeles, Professional Services Firms, Risk Management | Tagged , , , , , , , | Leave a comment

Generating Referrals: Three Ways to Help Referral Sources Remember You

In one of our previous articles, Three Keys to Generating More Referrals, we talked about how referrals are seen by most Los Angeles as the “holy grail” of sales and marketing for a very important reason: in the eyes of … Continue reading

Posted in Customer Relationship Management, Financial Consulting Services, Los Angeles, Professional Referrals, Professional Services Firms | Tagged , , , , , , , , , , , | Leave a comment

How to Find the Best Outsourced Service Provider for Your Needs

This week’s post and full article are by Howard Goldman, Partner, CFO Edge, LLC. In recent years, compelling business cases have led Los Angeles and Southern California executives to bring in contract service providers, and a structured process is the … Continue reading

Posted in CFO Services, Financial Consulting Services, Los Angeles, Outsourcing, Professional Referrals, Professional Services Firms | Tagged , , , , , , , , | Leave a comment

The Art of Referring: Introducing Qualified Professional Advisors

This week’s post and linked full article are by John W. Braine, Partner, CFO Edge, LLC. Los Angeles and Southern California professional advisors realize both the importance of referrals and that making referrals isn’t something that should be taken lightly. … Continue reading

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Three Keys to Generating More Referrals

For most Los Angeles and Southern California businesses, referrals are the “holy grail” of marketing and sales. When a colleague or friend refers to you a potential new client, you have an immediate edge on your competitors as your firm … Continue reading

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Five Questions to Ask to Help Ensure the Right Financial Consultant Referral

In your position, there’s a good chance that your Los Angeles and Southern California small business clients may sometimes ask if you can refer them to someone who can provide outsourced financial consulting or CFO services. When this happens, what … Continue reading

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