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Latest Insights and Articles

Building a Finance-First Culture: It’s About People, It’s About Intention
Regular review of your financials sends a clear message: this business is run with intention. Developing a culture of accountability, discipline, and growth in your business will extend that success to your employee’s personal lives.

Regular Financial Statement Review: The Business Superpower You Should Unleash
Running a small business is no joke. Between juggling sales, operations, and managing your team, it’s easy to let financials fall to the bottom of the to-do list. But here’s the truth: reviewing your financial statements every month is a game-changer. In fact, it...

5 Things to Look for in 2025: Financial Trends and Insights for Business Success
Wondering what 2025 will hold for your small business? From real-time financial data to sustainable growth strategies, the coming year promises major shifts in how we approach everything from budgeting to global hiring. In our latest blog post, we’ll explore five crucial trends you need on your radar—whether it’s adopting AI and automation to slash operational costs, integrating ESG goals to attract conscientious customers, or preparing for the complexities of a remote workforce. Get ready to build a smarter, more resilient financial foundation for your business and stay competitive in a constantly changing market.

Why Interest Rates Matter to Business Operations: A CFO’s Perspective
Interest rates are a hot topic these days, with many businesses watching the economic landscape closely to see how changes in these rates will affect their operations. As a CFO, it's crucial to understand and anticipate how interest rate fluctuations can impact a...

The CFO Crystal Ball is Broken: Why Strong Operational Leadership is Necessary for Accurate Forecasting
In today’s rapidly shifting economic landscape, accurate financial forecasting has become more challenging—and more critical—than ever. Historically, CFOs were often seen as having a “crystal ball” that provided clarity and direction, allowing businesses to navigate...
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