vcfo Blog

Welcome to the vcfo blog! Here you will find posts written by our finance, HR, technology and recruiting experts.

Posts by Carter Freeman

How to Determine if You Need New Accounting Software Part Two - Systems Selection

08.22.2017 | Published By:

Carter Freeman, Denver

How to Determine if You Need New Accounting Software Part Two - Systems Selection Thumbnail

Now that you have done an honest assessment and decided to make the leap to migrate to a new system, what kind of system should you select? Part two of this article covers systems selection and explores several high-level dos and dont's that will help you select the best system. 

Categories: Finance, Finance Consulting

Tags: financial strategy,financial services,strategic planning

How to Determine if You Need New Accounting Software Part One

08.11.2017 | Published By:

Carter Freeman, Denver

How to Determine if You Need New Accounting Software Part One Thumbnail

One of the questions we receive most often is how a company can know when it’s time to make the switch from Quickbooks to a more robust accounting system. As a business owner, how do you decide what system works best for your company, and what should you be looking for? Part one of this article reveals the questions owners and CEOs should consider when deciding whether a change in accounting systems will up their game or just distract their team.

Categories: Finance, Finance Consulting

Tags: financial consulting firms,financial services,small business management,financial strategy

The Single BEST Way to Prevent Financial Fraud

08.02.2017 | Published By:

Carter Freeman, Denver

The Single BEST Way to Prevent Financial Fraud Thumbnail

Financial fraud makes big headlines – and it’s one of the biggest things that keep CFOs up at night. CFOs do their best to avoid financial fraud, but are they aware where all of the vulnerabilities lie? This article shares the single best way to prevent financial fraud, breaking down the biggest causes of fraud and discussing how you can prevent it from happening to you.

Categories: Finance, Finance Consulting, About vcfo

Tags: strategic planning,risk mitigation,financial strategy,preventing fraud

How to Fund Your Business

06.22.2017 | Published By:

Carter Freeman, Denver

How to Fund Your Business Thumbnail

Options to fund a business range from family and friends to banks to institutional capital and business owners are best served by understanding the advantages and disadvantages of each option before making this decision. Learn some tips for navigating this process effectively.

Categories: Finance

Tags: financial strategy,strategic planning,financial consulting firms,financial services,operational advice

Effective Methods for Projecting Revenue

04.09.2015 | Published By:

Carter Freeman, Denver

Effective Methods for Projecting Revenue Thumbnail

When it comes to revenue planning, there are a few different ways to gather relevant data needed to produce a comprehensive budget: resource-based projecting, market-based projecting and analog-based projecting. Managing Director Carter Freeman discusses each planning methodology and how to produce an effective budget with realistic sales forecasts.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: financial strategy,operational advice

What Level of Financial Expertise Does Your Company Need?

10.15.2014 | Published By:

Carter Freeman, Denver

What Level of Financial Expertise Does Your Company Need? Thumbnail

Whether you're seeking financial expertise to propel your company to the next level, fill a gap or address an issue, it's important to find a financial expert with the skills and level of experience necessary to address your needs. Managing Director Carter Freeman breaks down of some of the most common financial positions and what type of expertise will be provided.

Categories: Finance Consulting, CFO Consulting

Tags: financial services

Seven Common Mistakes in Strategic Planning

01.21.2014 | Published By:

Carter Freeman, Denver

Seven Common Mistakes in Strategic Planning Thumbnail

Denver Managing Director, Carter Freeman, walks through seven common mistakes made in strategic planning, and how to get the most out of these types of planning sessions.

Categories: Finance, CFO Consulting

Tags: strategic planning,executive leadership,operational advice,cfo consulting

Shopping Your Insurance Carrier (and Your Broker)

05.29.2013 | Published By:

Carter Freeman, Denver

Shopping Your Insurance Carrier (and Your Broker) Thumbnail

Denver Practice Manager Carter Freeman shares his method of finding the best insurance for your business. It is worth shopping around and sometimes re-evaluating the relationship with your broker.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: financial consulting firms,executive leadership,cfo consulting,operational advice