Tag Archives: strategic planning

Strategic Planning: Do You Have a Clear Vision and Mission?

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. In the context of our recent article on the value of a having a written strategic plan, Does Your Business Do Strategic Planning?, we follow up with … Continue reading

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Does Your Business Do Strategic Planning?

This week’s post and linked full PDF are by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. While most executives would say they do strategic planning and have a strategic plan, many acknowledge they haven’t used a formal strategic planning … Continue reading

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The Importance of Strategic Planning, Management & Execution

This week’s post and linked full PDF are by Sherry Rahbar, Partner, CFO Edge, LLC. With successful launch of a business, the original business plan can seem less important and be forgotten. But a good business plan is a dynamic … Continue reading

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Where to Turn When You’ve Outgrown Your CPA

This week’s post and linked full PDF are by Sherry Rahbar, Partner, CFO Edge, LLC. As their businesses grow, many Los Angeles and Southern California executives face increasingly complex financial issues along with greater needs for decision making-based reporting and … Continue reading

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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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Year-End Strategic Planning & Forecasting: Now Is the Time for a New Approach

With 2013 drawing to a close, attention turns to closing out the year in the most advantageous way possible, as well as setting the right success-generating course for the year ahead. The most important elements of the preparation process are … Continue reading

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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

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Case Studies: Successful Outsourced CFO Services Engagements (9 of 9 in the series)

Throughout this series of nine articles, we have described how companies can benefit from engaging an outsourced CFO services firm to help them accomplish a wide range of financial tasks. We conclude the series with a look at three companies … Continue reading

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What Outcomes Should You Expect From a CFO Services Engagement? (8 of 9 in the series)

“Begin with the end in mind.” This time-tested advice holds true in most areas of business, and of life in general. It’s especially good advice for any CEO or CFO who is considering engaging an outsourced CFO services provider. Before … Continue reading

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The Business Case for Engaging an Outsourced CFO Services Firm (3 of 9 in the series)

Engaging an outsourced CFO services firm can result in many potential benefits for a company—especially one that doesn’t have a high degree of financial expertise on staff. This lack of high-level financial sophistication can keep companies from realizing critical goals … Continue reading

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