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Posts tagged Strategic Planning

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

The Single BEST Way to Prevent Financial Fraud

08.02.2017 | Published By:

Carter Freeman, Denver

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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

Top Three Mistakes to Avoid When Growing Your Restaurant Empire

07.10.2017 | Published By:

Bill Schwartz, Austin

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Half of all restaurants close within three years of opening. In fact, what makes a restaurant owner successful when they have one location can make them unsuccessful with multiple locations and concepts. Learn the three fatal mistakes that you should avoid when growing your restaurant empire and the recipe for financial (as well as culinary) success.

Tags: entrepreneurship,strategic planning,operational advice,small business management

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

Do You Need a CFO?

05.22.2017 | Published By:

Steven A. Cook

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I often get asked by my peers if their company needs a CFO and it’s not surprising for CEOs with good controllers and accounting managers to struggle with it. The lines between unique skill sets are blurred in many companies; however the differences are important and should not be overlooked. This post explains four key job responsibilities of CFOs and highlights red flags, which are helpful for deciding if it might be time to consider hiring a full time or part time CFO.

Categories: CFO Consulting, Executive Placement Consulting

Tags: strategic planning,cfo consulting,hiring manager,recruiting candidates,recruiting firms,hiring,executive leadership,operational advice

Bringing Your Business to Houston? Consider These Things to Avoid Costly Mistakes

05.11.2017 | Published By:

Mike Mackey

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According to a survey conducted among members of the LinkedIn Forum for International Expansion, the number one problem for companies expanding to new international markets was not knowing where to start or which questions to ask. Are you in the same place? Read more about important considerations for companies thinking about moving or expanding to Houston.

Categories: Recruiting, Human Resources, Executive Placement, CFO Consulting, Recruiting Consulting

Someone Wants to Buy My Business! Now What?

03.16.2017 | Published By:

Cristina Silingardi

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It’s the call many business owners dream of: out of the blue, a big competitor or maybe a holding company calls and says they’re interested in buying your business. But how can you best prepare for this conversation? Learn what questions to ask so that you stay in the driver's seat throughout the process. 

Categories: Finance, Finance Consulting, CFO Consulting

Tags: entrepreneurship,strategic planning,small business management,start-up

The Best of vcfo Webinars: Expert Training for Your Business

02.16.2017 | Published By:

Megan Miller, Austin

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With 2017 still new and full of possibility, we thought it was the perfect time to revisit some of our most helpful webinars from recent years.

Categories: Finance, Recruiting, Human Resources, Executive Placement

Tags: strategic planning,financial strategy,operational advice,small business management,risk mitigation,executive leadership

Top Blogs of 2016

01.19.2017 | Published By:

Katie Brown, Austin

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Here's a year in review with our best blogs of 2016.

Categories: Human Resources

Tags: executive leadership,strategic planning,financial consulting firms,cfo consulting,small business management,measuring success,entrepreneurship,risk mitigation

Improving Manufacturing Profitability: A Four-Step Plan

12.08.2016 | Published By:

Kurt Ostermiller

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Many manufacturing firms fail to fully understand the true costs associated with their product lines. This fout-step plan is designed to maximize gross margins when managing product lines.

Categories: Finance Consulting

Tags: strategic planning,operational advice,measuring success

6 Ways Restaurants Can Avoid Unnecessary Credit Card Processing Costs

11.08.2016 | Published By:

Bill Schwartz, Austin

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Credit card processing could be costing your business more than what you would imagine. This blog is a quick guide to protecting your revenue and profits from such transactions.

Categories: Finance Consulting, CFO Consulting

Tags: strategic planning,executive leadership,cfo consulting,financial strategy,cfo outsourcing

Why a Strategic, Not Reactive, Recruiting Approach Works for Us and Can Benefit You in 2017

11.04.2016 | Published By:

Vira Trevino-Garcia

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As we close 2016 and prepare to begin a new year, we're presented with the ideal opportunity to create a focused hiring plan and start putting it into action. But how does one go about addressing the finer points of this process? Here, we prioritize the most critical needs of a prospective end-of-year plan. 

Categories: Recruiting, Human Resources, Executive Placement, Recruiting Consulting, Human Resources Consulting, Executive Placement Consulting

Tags: strategic planning,hiring,hr consulting firms,recruiting firms,hiring methods,recruiting candidates,hiring manager

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

SaaS Key Performance Indicators (KPIs) for Fast-growth Companies in Healthcare

10.20.2016 | Published By:

Bill Schwartz, Austin

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Providing innovative medical software solutions is a great way to tap into the healthcare market. Find out about what KPIs to look for in determining profitability for your SaaS offering. 

Categories: Technology Consulting, Technology

Tags: strategic planning,technology business strategy,small business management,start-up,entrepreneurship

How the FLSA Ruling Will Impact Your Business

10.11.2016 | Published By:

Katie Brown, Austin

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With the new FLSA rules going into effect on December 1, 2016, FLSA analysis and compensation planning is critical for all employers.

Categories: Human Resources, Human Resources Consulting

Tags: strategic planning,hiring manager,hr compliance,hr consulting firms

Top 5 Challenges for CEOs and Business Owners: Part 2

10.04.2016 | Published By:

Bill Hawfield, Austin

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In part two of this series, Bill Hawfield, the founder of The Board Group, explains the top challenges for CEOs and Business Owners.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: executive leadership,strategic planning,entrepreneurship,measuring success

Top 5 Challenges for CEOs and Business Owners: Part 1

09.12.2016 | Published By:

Bill Hawfield, Austin

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In this two-part series, Bill Hawfield, the founder of The Board Group, explains the top challenges for CEOs and Business Owners.

Categories: Executive Placement

Tags: executive leadership,strategic planning,entrepreneurship

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

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

Top 8 Things CFOs Should Ask Before Year-End

12.22.2015 | Published By:

Rose Turner

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As we near the end of 2015, many CFOs have been focused on critical Q4 initiatives, such as budgeting, forecasting and completing financial projects. But are you ready for 2016? With the new year right around the corner, Consulting CFO Rose Turner shares 8 questions you should ask before year-end.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: cfo consulting,strategic planning,financial strategy

Demystifying the Balance Sheet

05.07.2015 | Published By:

Josh Tabin, Houston

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When it comes to painting the picture of a company’s financial condition, revenue and earnings are just part of the picture. Often referred to as a snapshot of a company’s health, the balance sheet discloses what an entity owns or controls, what it owes and what the owners’ claims are at a specific point in time.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: small business management,strategic planning,financial strategy,cfo consulting

Elements of a Successful Pitch

02.13.2015 | Published By:

John Brenneman

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By understanding what makes or breaks a pitch, companies can increase their chances of raising the capital that will allow them to take a great idea and turn it into a viable business. John Brenneman, vcfo's Technology Practice Manager, shares how entrepreneurs can stand out to investors by formulating a compelling pitch.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: start-up,strategic planning

Top Blogs of 2014

12.16.2014 | Published By:

Katie Brown, Austin

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vcfo looks back to some of the most popular blogs of 2014. 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, HR and recruiting expertise with you in 2015.

Categories: Finance, Recruiting, Human Resources, Executive Placement, Finance Consulting, CFO Consulting, Recruiting Consulting, Human Resources Consulting, Executive Placement Consulting, About vcfo

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

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

Growth Opportunity: The Demand Chain

08.07.2014 | Published By:

Art Saxby

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Is your company aiming to perfect operational efficiencies through the Supply Chain? In this article from Chief Outsiders President Art Saxby, he challenges this thinking and offers a new operational solution—the Demand Chain.

Categories: Finance, Finance Consulting

Tags: executive leadership,strategic planning,operational advice

The Power of Strong Internal Communications

04.02.2014 | Published By:

Mike Wilfley, Austin

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Consulting CFO Mike Wilfley talks about how a company's internal communication strategy can affect the overall strength of the business.

Categories: Human Resources, CFO Consulting

Tags: executive leadership,strategic planning,employee retention

Seven Common Mistakes in Strategic Planning

01.21.2014 | Published By:

Carter Freeman, Denver

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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

7 Tips to Better Financial Forecasting

12.04.2013 | Published By:

Josh Tabin, Houston

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Houston Technology Practice Manager Josh Tabin outlines seven tips for better financial forecasting in the upcoming year.

Categories: Finance, Finance Consulting, CFO Consulting

Tags: financial strategy,cfo consulting,strategic planning

Web Marketing, Management and Metrics: Questions, Not Answers

08.13.2013 | Published By:

John Rasco, Austin

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This guest post from John Rasco is the second of two parts. Rasco is founder and president of RefreshWeb, a B2B search marketing firm. His experience encompasses running an ad agency, marketing director for a public company, and 25 years of tech marketing, working with dozens of companies, from start-ups to global brands . RefreshWeb specializes in optimizing websites for business growth, with clients across the U.S.

Categories: Finance, Human Resources

Tags: strategic planning,executive leadership,measuring success