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- 2026
The Essential Priorities for a Small Business CFO
In a small business, the role of the Chief Financial Officer (CFO) is crucial for ensuring financial stability and supporting growth. This article highlights the key priorities that a CFO should focus on, including effective cash flow management, strategic financial planning, risk management, and accurate financial reporting.
Thinking About a Private Equity Partnership?
Private equity is an option for business owners looking for a growth strategy as well as those who are planning an exit strategy. But of course, the devil is in the details. Click through to read more about what to consider as you do due diligence.
Pro Tip: End of 2025
There is only one work week left in 2025, and we hope you all have a little bit of downtime planned this holiday season. If you have not yet started your strategic planning for 2026, don’t worry! It is never too late to get going with it. Don’t wait another year to be intentional about your growth and value creation, just because you won’t have it ready on January 1st. If this is your first attempt at creating a strategic financial budget for your business, go for progress, not perfection. Just take the first step, it is the hardest one.
Accountability for Small Business is Finance Strategy
Setting up a functional system of accountability among your staff is not thought of as a key driver of enterprise value, and yet it is one. Small business leaders can be intentional about this system and its enforcement in a way that is empowering to their staff. Doing this right creates a win-win scenario, building agency on the team and improving staff retention while generating more value for the business.
Bundling Vacation, Personal Days and Sick Time
Quick question: Should management bundle vacation time, sick time and personal days into one single bank of days? Click through to see how this approach can work for your business and provide more flexibility for your employees.
Pro Tip: Q1 2026 Priorities
Q1 productivity is important to get 2026 off on the right trajectory. Click through for some top priorities you can work on in Finance.
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