Tag Archives: outsourced

How to Build a Strong Relationship with Your Banker

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Understanding how to build a strong relationship with your banker is as critical as cultivating positive relationships with your CPA and attorney. Indeed, the phrase, “triad of … Continue reading

Posted in Banking Relationships, Business Loans, CFO Services, Financial Communication, Financing, Financing Presentations, Generally Accepted Accounting Principles (GAAP), Los Angeles | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Structure Your Business Capital

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. Given the different types of business capital – such as loans, equity and retained earnings – and their benefits and drawbacks, a critical factor in every company’s … Continue reading

Posted in Business Loans, Capital Structure, CFO Services, Debt Financing, Equity Financing, Financing, Financing Presentations, Investor Presentations, Los Angeles, SBA Loans | Tagged , , , , , , , , , , , , , , , | Leave a comment

How to Build & Maintain Strong Investor Relationships

This week’s article is by Mark S. Becker, Partner, CFO Edge, LLC. Given the significant roles played by investors in small and mid-sized businesses, it is critical to know how to build and maintain strong investor relationships. Reviewed in this … Continue reading

Posted in CFO Services, Equity Financing, Financing Presentations, Initial Public Offering (IPO), Investor Presentations, Investor Relationships, 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

How to Put Data Mining to Work for Your Business

This week’s post and linked full PDF are by William K. Thorpe, Partner, CFO Edge, LLC. With frequent media coverage of successful data mining outcomes in companies of all sizes, it makes sense to look at how to put data … Continue reading

Posted in Big Data, CFO Services, Data Mining, Growth Strategies, Los Angeles, Performance Management | Tagged , , , , , , , , , , , , | Leave a comment

The Benefits of Revisiting Processes, Workflows & Technology

This week’s post and linked full PDF are by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When companies have operated for more than ten years without significant changes to their processes, workflows, and technologies, it is likely they are not … Continue reading

Posted in Accounting Systems Design, Accounts Payable, CFO Services, Cost Cutting Strategies, Expense Reduction, Financial Infrastructure, Los Angeles, Operational Analysis, Workflows & Processes | Tagged , , , , , , , , , , , , , | Leave a comment

Why You Need to Review a Complete Set of Financial Statements

This week’s post and full article are by Sherry Rahbar, Partner, CFO Edge, LLC. While Los Angeles and Southern California business leaders know they need financial statements in order to deliver accurate financial information, many do not give income statements … Continue reading

Posted in CFO Services, Financial Reporting, Financial Statements, Los Angeles | Tagged , , , , , , , | Leave a comment

Company Size Thresholds Impact Hiring a Full-Time CFO & An Alternative

This week’s post and full article are by Michael K. Menerey, Partner, CFO Edge, LLC. Deliberating whether they need the skills of a full-time CFO or a controller can cause uncertainty and confusion among executives leading growing and entrepreneurial business … Continue reading

Posted in CFO Services, CFO vs. Controller, Los Angeles | Tagged , , , , , , , , , , , , | Leave a comment

How to Build a Winning Business Plan

A comprehensive, cohesive and coherent business plan is a roadmap executives must have to get their businesses where they want them go in the future, and a look at how to build a winning business plan reveals a number of … Continue reading

Posted in Business Plans, CFO Services, Financing Presentations, Los Angeles | Tagged , , , , , , , , , | Leave a comment

What’s the Right HR Management Model for Your Business?

This week’s post and linked full article are by Howard Goldman, Partner, CFO Edge, LLC. Human resources management frequently takes a back seat to other business functions that are seemingly more important, whether it is sales, marketing, operations or finances. … Continue reading

Posted in CFO Services, Employee Retention, HR Management, Los Angeles, Resource Management & Allocation | Tagged , , , , , , , , , , , , | Leave a comment