Topic: Analysis
Standing at the Crossroads: Has Your Budgeting/Planning Process Outgrown Excel?
It’s a safe bet that most businesses start out using Microsoft Excel to prepare budgets … Read More
A Match Made in Heaven – FP&A and RPA
The mission of the Financial Planning and Analysis function (FP&A) is providing insight into a … Read More
I Already Have an Accounting Team. Why Do I Need Financial Planning & Analysis (FP&A)?
One of the top priorities of a growing company is to build a finance team … Read More
Is the Annual Budget a Colossal Waste of Time?
In this blog, Joe discusses the importance of budgeting in establishing operational goals, timelines, and resource requirements. He addresses the most common complaints and provides improvements that can be made in order to establish a credible financial plan. Read More
Telling a Compelling Financial Story
In this blog, new partner and leader of CFOs2GO’s Branded Consumer Products practice area, Joe Greenhalgh, shares some common guidelines critical to making a successful financial presentation for every business audience including the board, investors, lenders or bankers. Read More
The Issue – Summer 2016
“Advanced Financial Analysis”
In this issue, Chris discusses various tools and techniques that financial analysts, managers, employees, customers, vendors and bankers use to assess the financial health of a company and where it’s going that may not be apparent in the reading of the traditional Income Statement and Balance Sheet. A fictitious case history is included to illustrate the point. Have questions or need further assistance? Chris’s contact information is listed in The Issue – Summer 2016. Read More