INSIGHTS IN ACTION

OUR LATEST FINANCE & ACCOUNTING INSIGHTS, IDEAS AND PERSPECTIVES

5 Greatest Benefits of Outsourced CFO Business Advisory Services

Sometimes for business owners, pushing your business into growth mode feels like being stuck in the mud. You think you're gaining traction but suddenly you find yourself sliding right back into the muck.

Does Your Firm Need a SaaS Accountant, Controller, or CFO?

As your SaaS company evolves from an early stage startup and reaches key milestones, your finance and accounting inevitably need to change. Leveling up to a new stage of growth can be the right time for most SaaS companies to assess those needs –...

Essential SaaS CFO Duties for Each Stage of Growth

Your SaaS company is growing, and each stage brings new finance and accounting (F&A) challenges. As your focus shifts from achieving product/market fit, to building a repeatable sales process, to scaling the business, F&A roles and responsibilities...

The Average CFO Salary (2024) + 27 Key CFO Interview Questions

What's the average Chief Financial Officer (CFO) salary in the United States in 2024? Well, the typical CFO salary depends on the size of your business and whether your business is located in Keya Paha, Nebraska (lowest salary) or San Francisco,...

How Integrated Bookkeeper, CFO and Controller Services Deliver Critical Financial Insights

Have you ever stopped to wonder if the staff you have running your firm's finance function is helping or hurting? You might be surprised to learn that the model used to manage accounting in most small businesses is flawed. It’s important to...

How CFO Services Solve Financial Challenges For Nonprofit Organizations

Raise your hand if you're a nonprofit executive director (or you serve on a nonprofit board) and have a long list of mission-advancing ideas but scarce resources to make them a reality. Keep it in the air if your board has limited financial...

What's included in Virtual CFO Services? Why is it a growing trend?

Now more than ever, startups and corporates are looking for ways to run lean. There is pressure to make cuts to staff and outsource when possible, and this has led to a trend of hiring virtual CFO services over the more traditional in-house...

Controller vs CFO: Which Does My Business Need?

What is the difference between a controller and a CFO? Which does my business need? Do we need both?

Outsourced CFO vs. In-House: What’s Best for Your SaaS Firm?

As your SaaS business grows, your finance and accounting capabilities are being stretched thin. Frequent errors, omissions, and inconsistencies point to the need for more experienced SaaS financial professionals in leadership, and that means adding...

When Are Fractional CFO Services Right for a SaaS Business?

Your SaaS business is going from strength to strength. You’re bringing in more customers, building your ARR (annual recurring revenue), and positioning your firm to tackle the next stage of growth. 

How Much Do Part-Time CFO Services Cost In 2024?

Are you frustrated with the state of your firm's finances? You're not alone. That happens to a lot of small business and nonprofit leaders.

Outsourced Virtual CFO & Bookkeeping: Your New Best Resource

Sure, every small business could use a new salesperson who can “make it rain,” but this year, we recommend you look to another – less obvious – position to fill the most important gap on your team or that of your client or portfolio company. Most...

Do I Need Interim CFO Services or Should I Tough it Out?

Small businesses and non-profits may benefit from interim CFO services in a variety of circumstances. Your current CFO may be absent for what is expected to be a few weeks to a few months due to illness or maternity leave. Or you may need someone to...

CFO Consulting Services Breakdown: Top 10 Pros & Cons

Most CFO consulting services include a one-time engagement. The consultant comes in and looks at a snapshot of your business in its current state.

5 Most Popular CFO Advisory Service Insights & Deliverables

Let's face it, the vast majority of small business CEOs and nonprofit executive directors are flying blind when it comes to having sound, data driven insights upon which they can base their decisions. For a variety of reasons, the finance functions...

What To Expect From Shared CFO Services

Your small business has reached the point where you're considering shared CFO services - otherwise known as fractional, part-time or contract CFO services. The decision to bring in the right financial leadership is a milestone unto itself as many...

How Big Does My Company Need To Be To Contract CFO Services?

Before selecting an outsourced CFO service, companies must weigh the pros and cons. How long does it take for the business to get a positive ROI? How big does the company need to be to experience all the great benefits that a contract CFO service...

7 Ways to Use Fractional CFO Services to Your Advantage

Is cash tight? Are you frustrated with the state of your organization's finances? Do you need confidence that you're tracking the right metrics?

CFO Services For Startups Under Financial Stress

Much has been written (and spoken) about navigating the winding road to startup success. So much so that it’s hard to know which resources to trust and when each should be tapped. It’s also not trivial to find resources that truly align with your...

When Temporary CFO Services Might Not Be Right For You

Sooner or later, circumstances lead many small business owners to consider engaging a temporary CFO. When you find yourself in that mode, you might wonder, is now the right time to engage a CFO? What is the opportunity cost of waiting to hire one?...

3 Ways to Use Financial Reporting Services to Become More Profitable

How long has it been since you last went on a road trip, or even to a new destination, and didn’t have an app on your phone (eg: Google Maps) to guide you, step-by-step, towards your goal? Five years? A decade? Maybe even longer. GPS and map apps...

What Is A CFO Service? How To Know if You Need One

One of the top issues keeping your business from growing the way you would like is its financial management. That is, you just can't get the numbers together to tell you where your biggest risks and opportunities are going forward, let alone the...

5 Crucial Questions To Ask About CFO Professional Services

Are you considering CFO professional services? It's a fantastic option for some small businesses and nonprofits, but don't make the mistake of thinking every CFO services company is a good match for you.

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