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Articles

jbarbery
jbarbery In Accounting

Closing the Books for the Year

Computer accounting post
Many steps are required to close the books and issue financial statements. This article provides an overview & checklist of the most common closing activities.
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jbarbery
jbarbery In Keys to Success

Optimizing Your Back Office Tech Stack: A CFO’s Guide for Early Stage Startups

Tech stack post
Effectively managing back-office operations of early stage startups may not feel like the highest priority for your company, and it’s not.
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jbarbery
jbarbery In Keys to Success

Is it time to Onboard a CFO or COO?

Hiring CFO COO post dark
Hiring a CFO or COO, on a full-time or fractional basis, is an important decision and milestone for small and medium-sized businesses.
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jbarbery
jbarbery In Budgeting and FP&A

Budgeting Best Practices

budgeting header post dark
A few budgeting best practices that we as a team have learned over many decades acting as the CEO, CFO and/or COO for a variety of businesses.
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jbarbery
jbarbery In Keys to Success

Conscience of the CEO
(Additional Thoughts)

talking business post dark
A friend of our firm, Jeff Horine, wrote a very interesting article that we would like to share and add our commentary to.
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jbarbery
jbarbery In Keys to Success

Conscience of the CEO

cockpit 139519251 post
The number one predictor of success (or failure) for many businesses-regardless of industry or company size – is rarely diligenced by most investors and lenders.
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    Recent Posts

    • Computer accounting postClosing the Books for the Year December 9, 2023
    • Tech stack postOptimizing Your Back Office Tech Stack: A CFO’s Guide for Early Stage Startups August 17, 2023
    • Hiring CFO COO post darkIs it time to Onboard a CFO or COO? May 24, 2023

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