Category Archives: CFO Consulting

Cash is King: How to Manage Cash Flow

As a business owner or CEO, you likely wear multiple hats at your company—from driving revenue and closing deals to managing client relationships and mediating employee issues. However, one important aspect to running a business is having the ability to successfully manage and oversee the company’s financials, including where to obtain, spend and save money. …

Effective Methods for Projecting Revenue

When it comes to revenue planning, there are a few different ways to gather relevant data needed to produce a comprehensive budget, including resource-based projecting and market-based projecting, which take historical data into account, and analog-based projecting, which looks at comparable business models. Resource-Based Projecting utilizes your company’s history to forecast your sales. Understanding the …

Elements of a Successful Pitch

Attracting capital is never easy. Venture capitalists, angel investors and others who provide capital for entrepreneurial enterprises are constantly pitched for funding. In today’s market, the average VC fund will review between 80-100 deals for each one they choose to fund. However, in order to stand out to investors, entrepreneurs must know how to formulate …

Top Blogs of 2014

As 2014 draws to a close, we’re taking a look at some of our most popular blogs from the past year. Whether you’ve read them before or are seeing them for the first time, we hope that vcfo has provided you with knowledgeable, informative content, and we look forward to continuing to share our financial, …

Budgeting Methodologies: Analyzing the Advantages & Disadvantages

Recently, I served as a panelist for the webinar, “Budgeting Basics: How to Build a Strong Budget for 2015.” We discussed a variety of topics, including how budgets affect profitability, when to start building next year’s budget, planning framework and company stakeholders who need to be involved in the process. One vital aspect of budgeting …

Why Companies Implement a SaaS Model

Are you using the right SaaS metrics to guide your business? Recently, I wrote a whitepaper on the SaaS model and key performance indicators that should be identified and tracked to improve performance and transparency, and provide a measureable road map to growth and success. From the whitepaper titled, “Software as a Service: Key Performance …

What Level of Financial Expertise Does Your Company Need?

When companies approach me seeking financial expertise, they are often unsure what type of financial role or position will best accomplish their goals. However, there are a variety of factors that can affect this decision, including company size, growth potential, current internal resources, the state of finances and more. Even as a practicing CFO, after …

Top 10 Reasons Start-ups Don’t Get Funding

From proving market viability and articulating the business plan to meeting with the decision makers, start-up companies and entrepreneurs can see a variety of challenges throughout the funding process.  However, to get funded, it’s important to also understand why start-ups don’t get funded. This summer I was a panelist in the vcfo webinar  “Pitch to …

Top Questions for Startup Funding

What should my pitch deck look like? What do I need to tell the investor? What are the top reasons companies fail to get funding? Recently, I co-hosted a webinar with my colleague, Carter Freeman, on the topic of startup funding and answered these vital questions, among others. For those interested in watching the webinar …

Managing Organizational Growth

As a CEO coach and advisor, I often work with both new and seasoned CEOs, founders and entrepreneurs to identify, analyze and overcome the challenges of growth. Typically, this is in hyper growth situations as many of these enterprises are startups. Having been a CEO for more than 33 years, managing growth is not foreign …