How an Outsourced CFO Can Help Your New Acquisition

Newly acquired companies, particularly in the lower-middle market, often lack the financial and accounting sophistication investors expect and need. These companies likely have limited financial resources on staff and do not have the experience to meet these new expectations. On the other side, investors need to focus on operations and executing their strategic plans for […]

The Importance of Having a Budget

The formal budget process is rarely undertaken by small and new business owners. They commonly find it “complicated” and “hard to start and stick to”. However, establishing a formal budget process and comparing the budget-to-actual results, on a both a monthly and annual basis, is essential for all businesses regardless of size. What is a […]

3 Benefits of Outsourcing Your Business’ Bookkeeping

Small and new business owners often find themselves juggling the day-to-day responsibilities of operating their business with complex, time-consuming accounting and finance tasks. As a result of the COVID-19 pandemic, management teams realize, now more than ever, that they need better visibility into their business’ financial position and accurate financial reporting. Outsourcing accounting and finance […]