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Guide to Fractional CFO Services

CFO’s Small Business Financial Report Guide

Articles

Traditional Bookkeeping Doesn’t Work Today

When asked, almost any successful business owner would agree that bookkeeping is a vital part of keeping their business running. As a small business owner yourself, you probably value keeping a detailed and accurate account of your business’ financial data, and you may even dabble in bookkeeping yourself if the need arises. Nearly half of

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Small Business Financial Reporting and Analysis

What is Financial Reporting and Analysis? When people ask me this question, there are a few metaphors that I could use to describe financial reporting. Sometimes, I will explain financial reports as your company’s report card, while at other times, I will describe it as the roadmap.  I particularly like the roadmap metaphor for financial

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Measuring Sales Channel Profitability for Food Manufacturers

As a small to medium-sized business owner, you are probably aware that opening a new sales channel can be an exciting process: New sales channels can mean accelerated growth and increased revenue, and the idea of reaching new customers is understandably appealing to business owners.  What you might not be aware of, though, is how

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Financial Coaching for Franchisees

As a franchisor, you are probably aware that new franchisees can often require a bit of coaching. What you might not be aware of, though, is how critical that coaching can be: Every year, hundreds of new franchises fail, and many of those failures can be attributed to a franchisee’s lack of financial understanding.  In

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What is Cash Burn and Why Is It Important?

As a business owner you are aware that operating your business requires cash. Stocking inventory, financing payroll, and purchasing new equipment, among other things, require a healthy reserve of cash. In fact, almost a third of all new companies that fail do so because they run out of operating cash. Most of these companies failed to

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Raising Capital

Raising Capital for Your Business

Time To Raise Capital? How Much Should You Raise The prospect of fundraising is understandably exciting to business owners. An injection of equity capital can mean explosive growth and the ability to break into new markets, among other things. As a business owner, you have probably imagined a best-case scenario where you had enough capital

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What is a Cap Table and Why is it Important?

You are probably aware of the analogy that compares business ownership to pieces of a pie: The ownership of modern small and medium-sized businesses is often divided among investors, founders, employees and management, among other parties. Each of these parties owns a piece of the company’s pie, as the analogy goes. How can a business

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The Role of a CFO in Franchise Sales

Opening a franchise is a significant decision and one that involves a certain amount of risk. The legal relationship between franchisors and the franchisees is also complex, and involves many difficult legal and financial concepts. Often, prospective franchise buyers are overwhelmed by the recruitment process or turned off by financial concepts that can seem like

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The Essential KPIs Your Small Business Should Be Tracking in 2021

Don’t Drown in KPI lists – Here are 4 To Implement Today Most business owners have almost certainly heard the term “key performance indicators,” or KPIs. Small business KPIs are quick ways for owners to shortcut their financial statements and understand the health of their small business. What exactly are KPIs and why are they

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Inventory Management: The On-Hand Sweet Spot

A business owners understandably want to leverage every possible advantage over their competitors. Often, this means leveraging cash to make investments in a sales team, product innovation, or a new marketing plan. For businesses that carry inventory, they know that a significant amount of investment must be made to keep products on hand. That is

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The KPI Primer For Franchisors

As an entrepreneur, you are probably aware that gut feeling counts for something in business. Often, being open to what your intuition is telling you can be an advantage. Decisions made from the gut have produced many business successes. However, decisions without data is not a sustainable formula for success.   There is a difference

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