(This story originally appeared in New Jersey Business Magazine.) By Rob Milrod Traditional banks must actively plan for change as the digital divide grows. The marketplace has evolved, and traditional, legacy-driven banks need to follow suit by upgrading technology through partnerships. One in 10 banks are in the process of developing a banking-as-a-service (BaaS) strategy and… Continue reading A Changing Legacy: How Banks, Fintechs Partner
Category: Resources
7 Ways Manufacturers Find Better Cash Flow, Margins
(This story originally appeared in New Jersey Business Magazine.) By David P. DeMuth Manufacturers understand the critical importance of cash flows and margins. Yet, the majority of business owners don’t do enough to protect working capital, which is the combination of accounts receivable, accounts payable and inventory. According to a Crowe Horwath LLP study, 82%… Continue reading 7 Ways Manufacturers Find Better Cash Flow, Margins
Annual Audit: 5 Ways to Save Time, Money
(This article was originally published on Exit Planning Exchange.) By Allan Tepper Companies need about three months to receive a clean opinion for their annual audit. So why does your company need more time? Expending too much time and money on your annual audit is a red flag for the executives involved with corporate governance… Continue reading Annual Audit: 5 Ways to Save Time, Money
Audit Stress? 7 Ways to Find Relief
We used to sit in that chair. Our team, which includes former CFOs and controllers, understands the angst that comes with an audit. We’ve lived through the pain and scrutiny. You’re going to need unchallengeable numbers to be audit ready. That’s how we’ve been able to help small and midsized companies—for more than 15 years—across… Continue reading Audit Stress? 7 Ways to Find Relief
C-Suite Fintech Advisory Workshop NYC by CFO Consulting Partners, Founding Sponsor
C-Suite Fintech Advisory Workshop NYC was intended to be an in-person monthly pizza & beer networking event at our co-working space, The Home of FinTech | Rise, created by Barclays, sponsored by CFO Consulting Partners, LLC, the Financial Management Consulting firm. For now, we’ve been meeting on Zoom to discuss trends, answer questions and network… Continue reading C-Suite Fintech Advisory Workshop NYC by CFO Consulting Partners, Founding Sponsor
Are Your Clients Ready for The Upcoming Audit?
Hope you are well, and we wish you a healthy and happy New Year. Wanted to remind you of our audit readiness service. We can help your clients prepare for your review or audit by providing your clients with a full set of financial statements and supporting workpapers. Click HERE for our one-pager. By way of a… Continue reading Are Your Clients Ready for The Upcoming Audit?