Recent Posts
Why Smart Businesses Treat Tax Planning as a Year-Round Strategy
Imagine discovering just days before the tax deadline that you've missed out on thousands in deductions, overpaid estimated taxes, or failed to leverage a credit that could have boosted your profits. This scenario is common for business owners who view taxes as an...
“Whole Company” Financial Planning and Analysis
“Whole company” financial planning empowers departments to own their budgets, align with strategy, and adapt quickly. This shared responsibility builds accountability, boosts performance, and minimizes surprises—leading to smarter decisions and long-term success.
Welcoming Our Newest Partners to the Florida CFO Group
We are committed to assembling a team of top-tier financial professionals dedicated to helping businesses thrive. That’s why we are excited to welcome three exceptional new partners—Brent Elliott, Diana Doty, and Steven Weldon—who bring extensive expertise in financial strategy, growth management, and operational excellence. Their diverse backgrounds strengthen our ability to support businesses in navigating financial challenges and seizing new opportunities.
Is Your Business Prepared for Economic Uncertainty?
Eventually, the economy will turn—it always does. In recent years, we’ve faced the housing boom and bust, the global pandemic, rising inflation, and higher interest rates. It’s hard to predict when the next economic downturn will happen. Uncertainties about taxes,...
Riding the Risk Wave: How Florida’s Insurance Market is Adapting to Stormy Times
Florida’s insurance market is changing fast, with Excess & Surplus (E&S) carriers taking the lead in covering high-risk properties. Is this a crisis fix or a long-term shift? Learn what business leaders need to know.
Touchdowns and Takeovers: What the NFL Playoffs Teach Us About Crushing It in Business
Think the NFL playoffs are just for football fans? Think again. Learn how adaptability, teamwork, and resilience in the field can drive success in your business playbook.
Are the Big Four Too Big to Govern? PwC’s Scandal Reveals a Crumbling System
Imagine being responsible for billions of dollars, yet no one can keep you accountable. That’s the dangerous reality PwC, one of the world’s largest accounting firms, faces today. Their recent scandal in China, involving Evergrande’s $80 billion fraud, has rocked the...
Lessons from the Ghost Town Vacation: Why Your Business Strategy Shouldn’t Get Spooked!
What can a haunted vacation teach us about business strategy? Join us as we explore lessons in planning, adaptability, and resilience inspired by a ghostly trip to Fossa, Italy.
Edible Mascots & Cheez-It Announcers: Lessons in Bold Branding
Florida Citrus Sports turned quirky concepts—like a toaster trophy—into viral marketing hits. Dive into their innovative branding lessons!
CFO Succession: Why High-Stakes Planning Can Make or Break Your Company’s Future
With the role of the CFO evolving to include greater responsibility for strategy, technology, and shareholder value, the stakes are high when it comes to ensuring smooth transitions in leadership.