Category: Tips & tools
What every good controller should be up to this December
As the temperatures start to cool (even in California), the leaves on the trees are turning beautiful colors. And we’re also turning the corner to the new year. I believe December is our most important accounting month o…
See More4 things no one’s telling you about SOX compliance
The JOBS Act granted some relief from the burdens of SOX for emerging growth companies, and while any relief was most welcome, the changes brought on some confusion. And it hasn’t abated even three years later. There’s…
See MoreThe big impact of small business fraud, and some smart steps to prevent it
We often hear more about fraud at large companies because of the hefty price tags involved and the large number of investors who may be affected. But the sad fact is that when small businesses experience a fraudulent event…
See MoreMaster these 6 things after your IPO and you’ll have a well-oiled public company
Talk about hype. There’s so much hoopla surrounding the decisions and details that go into the initial public offering and day of the offering itself. Just consider how much we all heard about Chinese e-commerce company …
See MoreRed flags in the finance org: The one simple question every new CFO should ask
So you just walked through the doors as the new CFO. You’ve already met the key players, you understand your role, and you have a pretty good understanding of the company. Only when you become part of the company can you…
See More5 ways every CFO can mitigate cybersecurity risks
It’s time to test your current events knowledge: Which major retailer acknowledged having to spend $88 million related to a mega data breach in its most recent 10-Q, with more costs expected? Target immediately comes to …
See MoreWhy an underfunded finance team is risky business
In a new small company, all the focus — and funds — tend to be on the development side, where the company’s product or service gets fine-tuned for the marketplace. The finance organization as a support function is of…
See MoreNew report: What high-growth CFOs need to thrive
CFOs at high-growth companies are in a whirlwind. Everything around them is moving fast and the pressure is on to keep the positive figures moving upward and get a hold of the huge amounts of data the company is taking in …
See MoreThe 5 key traits of trusted advisors
One of the greatest compliments is when clients consider us a trusted advisor. Recently, some encouraging words came from a client that was just getting used to a new accounting method. After working with this startup for …
See More
On demand leadership and consulting services out of Silicon Valley specializing in the Finance & Accounting disciplines.