Tag Archives: vetting

How to Find the Best Outsourced Service Provider for Your Needs

This week’s post and full article are by Howard Goldman, Partner, CFO Edge, LLC. In recent years, compelling business cases have led Los Angeles and Southern California executives to bring in contract service providers, and a structured process is the … Continue reading

Posted in CFO Services, Financial Consulting Services, Los Angeles, Outsourcing, Professional Referrals, Professional Services Firms | 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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Don’t Launch a New Business Venture Without a Trial Run

This week’s post and linked full article are by Michael K. Menerey, Partner, CFO Edge, LLC. Many entrepreneurs – both first-timers and veterans – plunge directly into launching new ventures without first vetting their ideas. Not testing a new business … Continue reading

Posted in CFO Services, Financial Strategy, Los Angeles, Startups, Strategic Planning | Tagged , , , , , , , , , , | Leave a comment

How to Help Your Clients Vet New Clients of Their Own

This week’s post and linked full article are by William K. Thorpe, Partner, CFO Edge, LLC. With the rebounding economy, many Los Angeles and Southern California businesses are bringing in new customers. But an important question needs to be asked: … Continue reading

Posted in CFO Services, Customer Relationship Management, Los Angeles, Risk Management | Tagged , , , , , , , , , , , , , | Leave a comment