Recent Posts
CFOs on Cyber Security
There is an old saying in poker, "If you can't spot the sucker in the first half hour at the table, then you ARE the sucker." The same goes for CFOs. If you cannot identify your company's security weaknesses, then you are the weakness. CFOs are not the first executive...
Breaking Down the CFO Role
Emerging growth companies considering the need for financial leadership sometimes ask, “What does a CFO do?” It might seem that the president or general manager of the business owns the strategy and process of making money. For financial tasks like paying bills,...
CFOs Tackle Escalating Group Healthcare Costs
In recent years, executive teams have been strained to continue to provide comprehensive group health plan benefits within their budgets. Small to mid-sized employers find this task particularly difficult since their smaller groups can experience extreme increases in...
CFOs and ChatGPT
ChatGPT has the potential to be a powerful tool for businesses - here's what our CFOs had to say about it. CFOs are responsible for managing a company's financial operations and ensuring that the organization is financially sound. They are constantly looking for ways...
4 Essential Steps in Sales and Operations Planning
If your business includes manufacturing products to sell to customers, you must have a sales and operations planning process in place. Sales and Operations planning, often called S&OP is a cross-functional process that involves various departments in your company,...
Celebration of Women Business Owners
In recognition of Women's History Month this March 2023, we had the pleasure of honoring women-owned businesses throughout the month during our Tuesday morning CFO Coffee Talks. Each entrepreneur is an inspiration - sharing their success story and guidance as a...
Our Latest Addition of Partners
We're adding even more variety and skill to our roster of Florida CFO Partners. As we continue to expand our experts across the state of Florida, we organically broaden our knowledge base, being able to better serve a diverse range of clients and industries. This is...
Celebration of Black Business Owners 2023
We were honored to celebrate black business owners in recognition of Black History Month this February 2023. Check out the impressive lineup of guest speakers we had for CFO Coffee Talks below, hosted all month long by our very own CFO Partner, Marylean Abney. Here...
Raising Capital Starts with These 2 Things
Whether you are seeking funds from Venture Capital, Private Equity, Lenders, or the Public Markets, raising capital starts with (1) telling a compelling story about your business and (2) building strong relationships. Start the story by explaining how you fit with...
Telling Our CFO Story
As business professionals, we often focus on the challenges we face and the issues we need to resolve. Sometimes that focus can be stressful or overwhelming. The ideal is to be optimistic about resolving the challenge or having a positive experience from finding the...









