Category Archives: CFO Consulting

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 …

The Power of Strong Internal Communications

By design, companies often focus their attention on external factors – clients, market standing and competitors – in an effort to generate new business or increase profitability. While it’s often overlooked, a similar effort should be placed on a company’s internal community: the employees. As a consulting CFO, I have seen how internal communications can …

The Foundation of Operations: Building a Strong Team and Mentoring its Growth

From an accounting and administrative perspective, operations is about team management. As the leaders of the team, we are responsible for making sure that our internal customers, who are also our co-workers, are able to function and perform at an optimal level. Building a strong team starts by hiring strong employees. Recently, I read a LinkedIn article …

7 Tips to Better Financial Forecasting

Financial forecasts are one of the most important business planning tools, if not the most important planning tool available to a company’s managers. Without a sense of where you are expecting your business to grow (or shrink) over some period of time, it is unlikely that your management team will be effective in executing on …