Tag Archives: professional

The Limits of DIY: When to Use an Accounting Professional

This week’s post and linked full PDF are by Michael K. Menerey, Partner, CFO Edge, LLC. As widespread and preferable as it sometimes is, a do-it-yourself approach is not always best in business – especially in business finances and accounting. When … Continue reading

Posted in Accounting & Finance Departments, AR & AP Management, Cash Flow, CFO Services, Financial Infrastructure, Financial Operations, Los Angeles | 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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Eight Reasons to Turn to an Outsourced Professional

This week’s post and linked full article are by Howard Goldman, Partner, CFO Edge, LLC. Many Los Angeles and Southern California executives are realizing the benefits of outsourcing – including doing more with less, increasing efficiencies, freeing capital for investment … 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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Referring Clients to a Financial Consulting Professional: Ten Traits to Look For

In working with clients, you may periodically determine that they need high-level financial expertise to help them resolve issues or reach targeted business objectives. A way you can help them is via a referral to a provider of financial consulting … Continue reading

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CFO Services: Benefits for Clients of Attorneys, Bankers & Capital Firms

It’s not uncommon for professional services and investment firms to be approached by businesses seeking financing. In our conversations with fellow professionals – at investment banks, law firms, and venture and equity firms – we frequently hear that they have … Continue reading

Posted in Business Loans, CFO Services, Debt Financing, Equity Financing, Financing Presentations, Professional Services Firms | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment