Tag Archives: recommendations

Six Tips for Communicating with Non-Financial Executives

This week’s post and linked full article are by Sherry Rahbar, Partner, CFO Edge, LLC. Finance leaders sometimes face challenges in communicating with non-financial executives who don’t understand complex financial statements and spreadsheets. Contrasted with the natural abilities and enjoyment … Continue reading

Posted in CFO Services, Financial Communication, Financial Reporting, Financing Presentations, Los Angeles | Tagged , , , , , , , , , , , , | Leave a comment

Preventing Fraud: 12 Recommendations for People, Processes & Technology

This week’s post and full article are by Michael K. Menerey, Partner, CFO Edge, LLC. Many Los Angeles and Southern California executives may believe fraud and embezzlement are not likely to happen in their companies because they have trustworthy employees. The … Continue reading

Posted in CFO Services, Embezzlement, Fraud Prevention, Internal Controls, Los Angeles, Risk Management | Tagged , , , , , , , , , , , | Leave a comment

Four Cornerstones of Business Success: 3. Values

What Are the Core Company Values That Drive Your Business? Continuing with our “Four Cornerstones of Business Success” series, this article discusses the core company values that drive your business. At the heart of your business’ very being, values generate … Continue reading

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How to Maintain a Healthy Work-Life Balance

This week’s post and full article are by William K. Thorpe, Partner, CFO Edge, LLC. The need for many Los Angeles and Southern California executives to be “plugged in” 24/7 is not without its costs, and the question of how … Continue reading

Posted in Los Angeles, Work-Life Balance | Tagged , , , , | Leave a comment

Five Ways to Turn the Finance Department Into a Transformation Agent

This week’s post and full article are by John W. Braine, Partner, CFO Edge, LLC. A challenge for Los Angeles and Southern California CFOs and senior finance executives is to leverage their status and influence inside their companies in a … Continue reading

Posted in Financial Operations, Financial Strategy, Growth Strategies, Los Angeles | Tagged , , , , , , , , | Leave a comment

Now is the Time for Year-End Business Planning

This week’s post and linked full article are by Michael K. Menerey, Partner, CFO Edge, LLC. While focusing on day-to-day tasks is required to achieve goals, many Los Angeles and Southern California executives neglect year-end planning. Taking the time now … Continue reading

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Prevent & Detect Fraud Before It’s Too Late

This post and linked full article are by Howard Goldman, Partner, CFO Edge, LLC. While many Los Angeles and Southern California executives believe that embezzlement and fraud would never happen in their companies, both can occur in any business. Employees … Continue reading

Posted in Embezzlement, Fraud Prevention, Internal Controls | Tagged , , , , , , , , , , , , , | Leave a comment

What To Do When Your Clients Are Navigating Rough Waters

While recent data indicates that the economy is growing, albeit very slowly, many Los Angeles and Southern California businesses are still navigating rough waters. This is especially true for businesses that suffered disproportionately to other businesses during the downturn, or … Continue reading

Posted in CFO Services, Cost Cutting Strategies, Expense Reduction | Tagged , , , , , , , , , , , | Leave a comment

How to Prepare a Business Loan Presentation

The immediate aftermath of the financial crisis produced a credit freeze that made it difficult for even creditworthy Los Angeles and Southern California companies to obtain business loans to support working capital needs and growth. As the economy has gradually … Continue reading

Posted in Business Loans, Debt Financing, Financial Strategy | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

The Importance of Strategic Planning

While most CEOs and CFOs recognize the value of business planning and creating a formal business plan document, not as many give as much thought to strategic planning. Strategic planning focuses on the big-picture: the strategies used to reach goals … Continue reading

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