Topic: financial assessments

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

The Issue – January 2019

In this issue, one of our Strategic Partners, Thomas Mele from the Mele Group, and Chris Chillingworth discuss Exit Strategies for Small and Medium Enterprises. Even if you own a business, but don’t plan on selling or divesting in the near term, they lay out various issues you should consider even 3-to-5 years in advance. Read More

Improving Financial Reporting to the Board: Is Your Board Bored?

At a next board meeting, study the behaviors of the directors when they listen to … Read More

The Family Bank

In this blog, Doug Kennedy discusses the benefits of the family bank in regards to financial discipline and business development by family members and how it can eliminate potential conflicts. Read More

Consumer Brands

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

Making the Finance Operation the Best it Can Be

In this blog, Bob discusses several operational changes that your organization can make to ensure performance improvement. Read More

Consumer Brands

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

Using Olympic Training Methods to Improve Your Planning & Budgeting

In this blog, CFOs2GO lead partner of Strategic Services Practice, Tom Sheppard discusses Visualization as a tool used for anyone, not just Olympic athletes, to improve the alignment of strategy, planning, operations and budgeting Read More

Small Business and Growth Plateaus

In this blog, lead of CFOs2GO Small Business Practice, Doug Kennedy discusses how obvious and subtle changes are equally important when small businesses grow, and explains how to recognize them. Read More