Category Archives: Consulting & Advisory

Are You Running Your Business from Your Bank Balance?

For many business owners, checking the bank account has become a daily habit. Maybe even...

Managing Fraud Risk During Staffing Transitions

Employee turnover is a normal part of business. Employees retire, accept new opportunities, get promoted,...

How to Document Your Business Processes: Good, Better, Best

Most businesses don’t have a process problem. They have a documentation problem. The accounts payable...

Top 5 Financial Reports Every Business Leader Should Understand (and the Questions to Ask)

Most business owners receive financial statements every month. Some glance at revenue and move on....

Why Budgets Break During Growth — And Why Many Businesses Turn to a Fractional CFO or Controller

Growth is exciting. Revenue is increasing, new opportunities are appearing, and the business is gaining...

Top 8 Tips for Closing the Knowledge Gap of New Hires in Local Government Finance Departments

While knowledge loss during staff transitions is a challenge for any organization, it’s especially impactful...

How a Fractional CFO Drives Revenue, ROI, and Long-Term Success for Business Owners

When most business owners think of a CFO, they imagine someone making sure the books...

Navigating Lease and SBITA Accounting: Step-By-Step Approach to Year-End Close

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FRAUD ALERT: The Growing Fraud Occurring in Accounts Payable in Local Government Finance Departments

Accounts payable fraud is a growing concern for local governments, with vendor scams becoming an...

Is Your Internal Service Fund (ISF) Really Operating Like One?

Does your agency have an internal service fund (ISF)? If you have centralized management of...