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Posts tagged Financial Services

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

08.22.2017 | Published By:

Carter Freeman, Denver

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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

Outsourcing vs. Centralizing vs. Offshoring: Which is Best for your Business?

08.18.2017 | Published By:

David Bizzaro

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Looking to streamline your business functions and can’t decide whether you should outsource, centralize or offshore? All three are great options for small business owners looking to increase efficiencies, reduce cost and improve service – so let’s break them down to determine which is the best for your business.

Tags: strategic planning,financial strategy,financial services,small business management

How to Determine if You Need New Accounting Software Part One

08.11.2017 | Published By:

Carter Freeman, Denver

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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

How to Fund Your Business

06.22.2017 | Published By:

Carter Freeman, Denver

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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

The Difference between Finance and Accounting

02.02.2017 | Published By:

Revitalization Partners

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When we talk about business, the first thing that comes into our mind is money. Generally, that is the means and end of for-profit entities; to keep earning money. To be able to do that, having the knowledge about the concepts of finance and accounting becomes a necessity to every business person.

Categories: Finance

Tags: financial consulting firms,financial services,accounting

The Importance of Value Interpretation During a Sale

10.27.2016 | Published By:

Austin Mongan, Austin

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A cursory view of the stock market would have you believe that a company’s value is a singular metric. But, there is more at play than meets the eye here. For buyers, there are three specific areas you must consider.

Categories: Finance, Finance Consulting

Tags: financial strategy,financial services,small business,strategic planning

What you need to know about accounting for Digital Currency

09.07.2016 | Published By:

Sharon Foster, Austin

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Sharon Foster, a consulting CFO for vcfo Austin, explains how to account for transactions using bitcoin. 

Categories: Finance, Finance Consulting, CFO Consulting

Tags: financial strategy,cfo consulting,financial services,cash flow management

Considering international sales? Five questions to help balance credit risks and competitiveness

08.31.2016 | Published By:

Bill Schwartz, Austin

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Bill Schwartz, Consulting CFO at vcfo, discusses credit risks of international sales and addresses five critical questions and considerations for optimizing risks versus rewards for your business.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: financial strategy,strategic planning,cfo consulting,financial consulting firms,financial services

The Payday Loan Industry Moves to Business

07.27.2016 | Published By:

Revitalization Partners

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Revitalization Partners recently spoke with a company that is a supplier to large aerospace companies that, in addition to a standard business bank loan, and a factoring loan, had three loans from East Coast based “alternative lending” companies.

Categories: Finance, Finance Consulting

Tags: financial consulting firms,financial strategy,financial services

Cash Preservation

06.28.2016 | Published By:

Sharon Foster, Austin

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Sharon Foster, a consulting CFO for vcfo Austin, discusses the importance of cash preservation, especially for growing businesses.

Categories: Finance, Finance Consulting, CFO Consulting

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

The Next Banking Crisis

05.09.2016 | Published By:

Revitalization Partners

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Discover how the new banking rules that were a compromise of regulation and politics, created a new and untested regulatory framework that may well have unintended consequences for financial markets, especially small and mid-sized businesses.

Categories: Finance, Finance Consulting

Tags: financial consulting firms,financial services,cash flow management

Someday I’ll Be A Unicorn

05.02.2016 | Published By:

Josh Tabin, Houston

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Josh Tabin, vcfo’s Houston Managing Director, discusses why chasing market share for the sake of owning a market is folly and 4 ways to avoid a path to ruin.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: strategic planning,financial strategy,cfo consulting,financial services

Budgeting Methodologies: Analyzing the Advantages & Disadvantages

12.10.2014 | Published By:

Cristina Silingardi

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One vital aspect of budgeting is to determine which type of budget methodology to use. Consulting CFO Cristina Silingardi outlines three different budget methodologies—top-down, bottom-up and iterative—as well as their advantages and disadvantages. 

Categories: Finance, CFO Consulting

Tags: financial services,strategic planning

What Level of Financial Expertise Does Your Company Need?

10.15.2014 | Published By:

Carter Freeman, Denver

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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

Year-End Tax Knowledge to Lower Liability

10.08.2014 | Published By:

Debra Dowden

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With the end of the year quickly approaching, vcfo Controller Debra Dowden explains why it's important for businesses to take time to make some tax planning decisions that have the potential to lower their tax liability.

Categories: Finance, Finance Consulting

Tags: financial services,small business management,financial strategy

Tactical versus Strategic

11.29.2012 | Published By:

Tim Dahltorp, Denver

Successful companies are typically those that develop strategic plans that drive toward their stated mission. These plans are summarized by establishing 3-5 strategic objectives or goals, which must be timely and measurable, so that success can be monitored.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: financial services,strategic planning

Defining what a CFO does

11.20.2012 | Published By:

Bob Bintliff, Dallas

What does a Chief Financial Officer (CFO) do? We get that question frequently, often from entrepreneurs who are growing their business. They are familiar with bookkeeping and perhaps accounting, but often not with true CFO-level financial management. I’ve highlighted the core responsibilities of a CFO to help define this position.

Categories: Finance, CFO Consulting, About vcfo

Tags: hiring,financial services,cfo consulting,entrepreneurship,technology business strategy