Tag Archives: downsides

What to Know When You’re Transitioning Accounting Duties

This article is by Mark S. Becker, Partner, CFO Edge, LLC. Transitioning accounting duties comes into play in scenarios like an acquisition, a merger or outsourcing accounting to a third-party services provider. Challenges in transitioning accounting duties occur if procedures … Continue reading

Posted in Accounting Systems Design, Acquisition Accounting, CFO Services, Financial Reporting, Los Angeles, Merger & Acquisition Planning | Tagged , , , , , , , , | Leave a comment

Why You Need to Diversify Your Customer Base

This week’s post and linked full PDF are by Sherry Rahbar, Partner, CFO Edge, LLC. We’re all familiar with the importance of diversifying an investment portfolio to, for example, mitigate the impact of one stock’s or one sector’s price fluctuations. Similarly, … Continue reading

Posted in CFO Services, Customer Base Diversification, Customer Relationship Management, Customer Retention, Customer Service, Los Angeles, Sales Coverage Models, Sales Strategies | Tagged , , , , , , , | Leave a comment